Who is this article for?

Users looking for easy access to frequently used records and tools.

Favorites Administration permissions are required for some steps.

Favorites allow you to quickly access frequently used folders, documents, or outside websites. If you're constantly drilling down several folder levels to access the same procedure document, save time by favouriting it.

This article goes into more details about Favorites and how to use them.

1. Available types

There are three different types of Favorites:

• My Favorite - Items added only for you to quickly access. All users can set their own My Favorites regardless of their permissions.
• Group Favorites - Items added for quick access for all members of a given group. Only members of the group can add or remove Favorites assigned to that group, and they must have Favorites Administration permissions.
• Company Favorites - Items added for quick access for any visitor and user in the system. Only users with Favorites Administration permissions can add these links.

2. Adding a Favorite

2.1. Internal

To add an internal record:

1. Access the Documents module.
2. Find the record you want to Favorite.
3. Open the Actions menu.
4. Click Add to My Favorites.
   Alternatively, click the Group or Company option if needed.

This will create a link to that location under the My Favorites header in the left-hand menu.

2.2. External

To add an external page to Favorites:

1. Access the My Favorites section.
2. Click Favorites Settings.

3. Select the Favourites List to add the page to.
4. Enter a Title.
5. Paste the URL of the website.
6. Click Add Favorite.

3. Editing your Favorites

To edit your Favorites:

1. Access the My Favorites section.
2. Click Favorites Settings.

3. Click Edit in the record row of the entry you want to update.
4. Make changes.
5. Click Update.

To remove a Favorite, click Remove in its record row.

Further reading

• Rearranging Favorite items