Using Favorites

If you access an entity or folder frequently, consider adding it as a favorite. Doing so will allow you to access the entity or folder quickly in the Favorites section of the navigation panel. Click a link below to learn how to manage your favorites.

Adding a Favorite

To add a favorite, do one of the following:

  • Select the entity or folder you want to add as a favorite. Then, select Favorites > Add to Favorites on the Document button bar.
  • Right-click an entity or folder in the navigation panel and select Add to Favorites.

Accessing an Existing Favorite

Click the Favorites button in the navigation panel. Then, click the favorite you want to access.

Note: To view the entity associated with a folder favorite, hover the pointer over the folder.

Searching the Favorites List

To search for an existing favorite, click favorites in the navigation panel.

Use the refresh button and ascending and sort button to search through your favorites.

Note: The lookup will only search content that has been added to your Favorites List.

Removing an Item from the Favorites List

  1. Click the Favorites button in the navigation panel.
  2. Do one of the following:
    • Select the favorite you want to delete, and then select Favorites > Delete from Favorites in the Document button bar.
    • Right-click the favorite to be removed and select Remove from Favorites.
  3. Click Yes.