If you are interested in specific folders and / or documents and would like quick access to them, you can add them to your favorite report in Celoxis. To create your Favorite Documents report, please follow the instructions below.
To add documents and folders to your favorites:
Create Report My Favorite Documents
- First create a report with type Document and call it My Favorite Documents
- Select filter 'My Favorite' and select value 'Yes'.
- Select other columns as per requirement and save.
- Now click on the Action Selector of that report and click on Add to Favorites
Add your documents/folders to My Favorite Documents
- Next go to your project and click on the Documents link from the left panel
- Click the Action Selector against the respective documents(or folder), click on More > Add to Favorites
- The selected document is now visible in your My Favorite Documents report
Access My Favorite Documents
- To access the report, click on Document > Favorite Reports > My Favorite Documents