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How can I Favorite a 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 tab on the Star icon on the bottom left
  4. Select Pin List as Favorite
  5. Give your list of Documents a name
  6. Click Continue
  7. This will then redirect you the Favorites tab
  8. It will show you the favorite you created and the number of documents in this list

 

 

 

 

 

  • Please note that creating a favorite 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 favorited, this make 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?

  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 - Click here to learn more about searching - and then click search
  5. Once your list of results has loaded click on the Star icon on the bottom left
  6. Select Pin List as Favorite
  7. Give your list of Documents a name And
  8. This will then redirect you the Favorites tab
  9. It will show you the favorite you created and the number of documents in this list

 

How can I Favorite Creating a 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 Favorite
  5. This will redirect you to the favorites page
  6. The document type you favorited will be shown with the + icon

 

How to create a Document using a Favorite?

  1. When you want to create the document type you have favorited
  2. Go to the favorites tab
  3. And click on the Document type you wish to create
  4. This will let you create that document type directly
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