Overview
The Hotlist is where you can quickly access any form. These fall into the following categories:
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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 DOCsDOCS - Any open form where someone from your company has been added as an info or action collaborator.
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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You will still be able to access this form on your COMPANY DOCS Hotlist.
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Pinning 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.
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Note |
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Notifications can also be added to the PINNED Hotlist in the same manner. |
Info |
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