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  • 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 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 icon. This will provide you a list of the forms falling into this category.

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3. Click here to open the form on your Hotlist.

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

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1. If you hover over the Hotlist that you wish to pin, you will see a pin icon  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  to  indicating that you have now added it to your PINNED Hotlist.

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3. To remove it from your PINNED Hotlist, just click the pin icon again.

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Note
Notifications can also be added to the PINNED Hotlist in the same manner.

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