Document Favorites

Document Favorites allow users to create their own personal color codes for commonly accessed documents.

  1. Click on the Favorite Icon against a document to mark the document with the default color classification. If a favorite classification is already set it will be cleared.

  1. Right click on any classification icon then select Manage Favorites to create your own classification.

  2. Right click then select Clear all Favorites to remove all classifications assigned to mail.

  • Add the Favorites icon column to the register via the More, Register View, Customize Option. The field name to make visible is “Favorite”.

  • Favorite classifications are user specific.

  • Users can create their own classifications by selecting Manage Favorites after right clicking on the favorite icon against any document.

  • The Clear all Favorites option removes all favorite classifications assigned to all documents.