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Favorites give you access to the document and document types you use most frequently. 

Topics

• What is a Favorite?

• What can I make into a Favorite?

• Getting the latest versions of your documents

• Create A Favorite
• Create a Document Using a Favorite
• Remove a favorite

What is a Favorite?

Favorites give you access to the document and document types you use most frequently. 

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You will find all your favorites in the Favorites tab.

What can I make into a Favorite?

Currently you can favorite a list of documents

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You can also favorite the creation of a document type. This is especially useful if you are on site and create the same document type multiple times

Getting the latest versions of your documents

Once you create a favorite (See below). It will appear on your favorites tab

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Alternatively you can also go to the settings tab, and click refresh - Sychronise to update your favorite list to get the later version of your documents

Creating a Favorite

Click here to learn about Creating a Favorite

Deleting a Favorite

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Topics

Child pages (Children Display)