Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

The Hotlist is where you can quickly access any form. These fall into the following categories:

  • ACTION ITEMS - Any open form waiting on you for action
  • MY DOCS - Any open form you have created that is waiting on somebody else to take action
  • PINNED - Any form which you have elected to monitor regardless of whether you created it or whether it is waiting on you to take action
  • COMPANY DOCs - Any open form where someone from your company has been added as an info or action collaborator
  • COMPANY ACTION ITEMS - Any open form where someone from which is waiting on somebody from your company to take action.

 

Image Added

Navigation

To move between the different selections just click on the heading.

Image Added

To locate and open the form click on the Image Addedicon. This will provide you a list of the forms falling into this category.

Image Added

 

Click here to open the form on your hotlist.

Image Added

Changing the status to closed and/or re addressing the form to another action person will remove the form from your ACTION ITEM list and place it on the new action Collaborators ACTION ITEM list.

You will still be able to access this form on your COMPANY DOCS list.

Pinning a Notification to your Hotlist

If there is an important form that you wish to monitor and have it available regardless of it's status and who, created it and who is the action collaborator you can pin it to your Hotlist. It will then stay on your PINNED Hotlist. 

If you hover over the Hotlist that you wish to pin, you will see a pin icon Image Added appear. By clicking on the pin icon you will add this form to your PINNED Hotlist

Image Added

After clicking on the pin icon it will change from Image Added to Image Added indicating that you have now added it to your PINNED list.