Add to Favorites

You can create favorites to quickly find the items that you work with frequently. Favorites can be files, searches, or entry templates. Your favorite items are added to the Favorites column on the left side of the Home view.

To create a favorite:

1. Left click an item. The item is highlighted.

   

2. Right click OR select Actions. A drop-down menu appears.

   

3. Left click Add to Favorites. An Add to Favorites dialog box appears, and the Name is automatically populated.

   

4. Left click Add. The item is added to your favorites.

   

Restriction: If you change the file type of a favorite, the icon that displays for the file type does not change. For example, if you convert an image to a PDF file and check in the PDF file in place of the image file, you still see the image icon next to the item in your list of favorites. If you want the icon to reflect the actual file type of the item, you must create the favorite again.