How can I Favorite a document List?
Document List
1. Go to the document list you want by tapping on Modules.
2. Then select the document type you want.
3. After the list of documents are loaded
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tap on the Star icon on the bottom left.
4. Select Pin
...
as
...
Favourite.
5. Give your
...
Document List a name.
6. Click Continue.
7. This will then redirect you the
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Favourites tab.
8. It will show you the
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favourite you created and the number of documents in this list.
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Please note that creating a favoritefavourite will start downloading all the information about all those documents including the attachments to your device. Depending on the number of documents in the list you favoritedfavourited, this makemay take a few minutes to finish. You can view the progress of the download by going into settings and clicking on the spinning icon |
How can I Favorite a document list with some criteria?
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Document List with Criteria Selected
1. Go to the document list you want by tapping on Modules.
2. Then select the document type you want.
3. After the list is loaded click on the funnel icon to filter the list.
4. Add your search criteria
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Eg. Status is Issued For Repair. Click status.
5. Select issue for Repair Status.
6. Click Search.
7. Once your list of results has loaded click on the Star icon on the bottom left.
8. Select Pin List as
...
Favourite.
9. Give your
...
Document List a name
...
.
10. Click Continue.
11. This will then redirect you the
...
Favourites tab.
12. It will show you the
...
favourite you created and the number of documents in this list.
How can I Favorite Creating a Document?
Create a New Document
1. Go to the document list you want by tapping on Modules.
2. Then select the document type you want.
3. After the list has loaded click on the Star icon on the bottom left.
4. Select Pin Create as
...
Favourite.
5. Give the Favourite a name.
6. Click continue.
7. This will redirect you to the
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favourites page.
8. The document type you
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favourited will be shown with the + icon
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How to create a Document using a Favorite?
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