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How do I designate a Form to be a favorite?

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Adding Company Forms to Your Favorites

You can now add your company forms to your Favorites so they appear in the Favorites widget within the Forms & Checklists module. This makes it easier to access the forms you use most frequently—no more searching through long lists of company forms.

How to Add a Form to Your Favorites

  1. Go to Company Forms.

  2. Locate the form you want to favorite.

  3. Click the three dots on the right side of the form.

  4. Select Mark as Favorite.

 

The form will immediately appear in your Favorites widget.

How to Remove a Form from Your Favorites

Follow the same steps above, and select Remove From Favorite to take the form out of your favorites list.

Important Notes

 

  • Only company forms can be added to Favorites.

  • You cannot add Used Forms or Library Forms directly to Favorites.

  • However, you can customize a form from the Library, save it as a company form, and then add that customized version to your Favorites.

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