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Overview

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

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Image Added ACTION ITEMS - Any open form waiting on you for action.

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Image Added MY DOCS - Any open form you have created that is waiting on somebody else to take action.

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Image Added 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.

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Image Added COMPANY DOCs - Any open form where someone from your company has been added as an info or action collaborator.

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Image Added COMPANY ACTION ITEMS - Any open form which is waiting on somebody from your company to take action.

 


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Navigation

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

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

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


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Pinning a Form a Form to your Hotlist

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

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

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

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