Learn how to star your favorite documents and view them all in one place.
TABLE OF CONTENTS
I. Mark Favorites
II. View Favorites
I. Mark Favorites
Marking files as favorites enables the user to view files from various folders all in one place. It is a good idea to do this for files that need to be accessed frequently. The files remain in their original folders; this simply provides quick access.
To mark a file as favorite:
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Click Documents from Boardable's main menu panel
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Next to each file name, there is a star symbol
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It will fill the star with yellow
Click the star to mark a file as a favorite
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II. View Favorites
When a file is marked as a favorite, or starred, it is visible from the Starred menu. These files still remain in their original folders.
To view Favorites:
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Click Documents from Boaradable's main menu panel
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Click Starred from the Documents menu
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All files marked as favorites will be displayed regardless of their folder structure
Note: only individual documents can be starred; folders cannot be starred.
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Document Center Overview: learn how to find files, move files, and general use of Boardable's Document Center
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Edit / Move / Delete Files: learn how to edit, move, or delete files in Boardable's Document Center
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Document Center — Download Files & Folders: learn how to download documents from the Document Center, one at a time, or in bulk
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How to Disable Document Downloads: learn how to prevent document downloads
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Folders and Visibility in the Document Center: learn about setting up folders, nesting folders, and limiting access to folders in Boardable's Document Center
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Upload Documents to Document Center: learn how to upload various types of documents to Boardable's Document Center, and how the method determines access options
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View Documents: learn about the different kinds of documents in Boardable's Document Center and how to view them
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Document Audit Log: learn which document actions are logged and how to view them