Adding Form(s) to Favorites

Step 1.

1. You can find the form Library by Clicking Retrieve located in the top menu bar
2. Then Click Forms. You will then be in the form library.

Step 2.

1. Locate the form or forms you would like to add to favorites, Click the box on the left-hand side of the document.
2. Click Add to Favorites

Step 3.

1. Create a label that you would like to use for these forms.

2. Press Enter once your done typing or click on the name you typed in the drop-down menu below

3. Select For Me

4. Press Add
   
   

Finding your Favorites

Step 1.

1. In the forms library, Click on Default in the top left corner
2. Click on My Favorite Forms

If you are searching for a form in the form library to add to a work item, you can click anywhere on the work item to do so. It's better to click on the form name, but only worry about this step if you are adding a form to a work item.

If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100