Managing Your Hotlist

Overview

The Hotlist is a collection of items that have a due date where you are either the author or the action person.

It is located under the Notifications List.

Documents that have a due date and are marked for your action will automatically be added to your Hotlist.

Hotlist items are sorted by type, and can be viewed by clicking the Down-Arrow symbol to expand each section.

Items on your Hotlist will stay there until they are either closed (generally by the author) or they are no longer for your action.

The Hotlist is where you can quickly access any forms that fall into the following categories:

• ACTION ITEMS - Any open form waiting on you for action or you have been added for info.

• 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.

Open

Navigation

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

Open

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

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

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.

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

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. 

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.

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

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

Sorting Hotlist items 

You can sort items in Hotlist by each Heading. For example, if you click 'DATE', it can sort items underneath by the most recent to be on top first.