Sending records to favorites or tray

You can add records to Favorites, Recent Documents, Records Work Tray, and/or add a User Label to the record.

To add the record, perform the following:

1. Click More option (three dots) and select Send To or in the task pane, click Menu > Send To and select one of the following:

   • Favorites - adds the record to Favorites.
   • Add to Recent Documents - adds the record to recent documents.
   • Add to Record Work Tray - adds the record to Record Work Tray.

   • Add to User Label - assign a user label to the record or you can create a user label and assign it to the record.

     The Add to User Label dialog is displayed. Enter the name of user label in the text box or click KwikSelect and select a value from the list of available user labels. Click OK.

     You can create new user label.

     Creating new User Label

     To create new User Label, perform the following:

     1. Click New User Label in the Add to User Label dialog. The New User Label dialog is displayed.
     2. Enter a name for the user label.
     3. If the new user label is at child level, check the Parent Level check box and type the user label name in the text box or click KwikSelect and select a value from the list of available user labels.
     4. Click OK.

The options for Send To will be enabled or disabled based on your selection of adding or removing the record.

Open Content Manager or Web Client to verify if the record has been added to the option you chose. Click More option (three dots) and select Open or in the task pane, click Menu > Open and then select Content Manager or Web Client and see that the record is added to the option you chose.

Removing records from favorites or tray

You can remove records from Favorites, Recent Documents, Records Work Tray, and/or unassign an User Label to the record.

To remove the record, perform the following:

1. Click More option (three dots) and select Remove From or in the task pane, click Menu > Remove From and then select one of the following:

   • Remove from Favorites - remove the current record from favorites.
   • Remove Record from Recent Documents - remove the record from recent documents.
   • Remove Record from Record Work Tray - remove the record from Record Work Tray.

   • Remove from User Label - remove the User Label from the record.

     In the Remove from User Label dialog, select the user label to disassociate from the record and click OK.

The options for Remove From will be enabled or disabled based on your selection of adding or removing the record.

Open Content Manager or Web Client to verify if the record has been added to the option you chose. Click More option (three dots) and select Open or in the task pane, click Menu > Open and then select Content Manager or Web Client and see that the record is added to the option you chose.