Using Form Favorites in Colleague
Danielle Bumpus
9 steps
30 seconds
Maritime
1
Your Form Search History will be cleared when Colleague moves to the cloud. **If you rely on Form Search History to find forms, you should save those forms as favorites before July 21st at 4pm.**
2
Go to the form you want to favorite and bring up any sample record to get past the search bar. Click on the star
3
Optional: You can organize your favorites into folders.
4
Give your folder a name and click "Create"
5
Click "OK"
6
Click "Add"
7
Click "OK"
8
To access your favorites, click on the star
9
Double click on the form to go to it.
Using Form Favorites in Colleague
Danielle Bumpus
9 steps
30 seconds
Maritime
1
Your Form Search History will be cleared when Colleague moves to the cloud. **If you rely on Form Search History to find forms, you should save those forms as favorites before July 21st at 4pm.**
2
Go to the form you want to favorite and bring up any sample record to get past the search bar. Click on the star
3
Optional: You can organize your favorites into folders.
4
Give your folder a name and click "Create"
5
Click "OK"
6
Click "Add"
7
Click "OK"
8
To access your favorites, click on the star
9
Double click on the form to go to it.