Adding a Favorite - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client
Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

You can add the currently displayed context to your list of favorites. If you are licensed for E-Forms or Unity Forms, you can also add a currently displayed form to your favorites.

To add a favorite:

  1. Click the Favorites icon in the title bar of the Web Client. The Favorites menu is displayed.
    Details of the Favorites menu.
  2. Click Add to Favorites. The Add to Favorites dialog box is displayed.
    Add to Facorites dialog box with the Favorite Name field.
  3. Either enter a name for the favorite, or accept the default value and click OK. If you entered a favorite that is already in use, a message box is displayed informing you of the duplication.
    Message dialog box with message: "A favorite with the name ’Document Retrieval’ already exists linking to the same location."

  4. Click OK to close the message. The Favorite is added to the Favorites drop-down list.