Add or Remove a Document as a Favourite

Contents

• Overview
• Pre-conditions
• Steps

Overview

It can be useful to add some documents as favourites for quick access.

Starred documents can be easily accessed from the Favourites collection.

Pre-conditions

• System Level Permission: 'Create Documents', 'Edit Documents', 'Document Manager', 'Create Templates', 'System Administration'

Steps

Add/Remove Document as a Favourite:

1. Find the document on the dashboard.
2. Click on the star icon next to the document name:
   1. List mode:
      
   2. Table mode: