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How do I designate a Form to be a favorite?

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To designate a Form to be a favorite, go to the Menu and choose Forms & Checklists. Once here, go to the Company Forms or All forms and pick the Form that you wish to favorite.

On the right under Actions, you will see a heart icon and once you select it, it is automatically added to the Favorites section of the Forms. Now it can be used from here so you don’t have to go and search for this form again through a huge list.

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