You can mark specific documents that you personally want to be able to access easily. This allows you to "pin" documents and is done by marking documents as Starred. This will mark the document(s) as Starred only for you, not for any other user.
You can then display Starred documents from your Home - My Starred tab or from a document list by clicking the Starred button in the list.
Note: Starred functions are only available for practices on the "Pro" plan. Refer to Subscribing to an FYI Plan.
For a video walkthrough that includes this feature, refer to Document Action Bar and Starred Documents (6 min).
Starring a Document
- Select a document or email in a list to display the Drawer.
- Click the Starred icon at the top of the Drawer.
When a document has been starred, the Starred button displays as grey.
Un-starring a Document
Click the Starred icon in the Drawer to remove the starring.
Displaying Starred Documents
There are two ways to display your Starred documents:
- In a Documents list, click the Starred button at the top of the list.
- In your Home, display the My Starred tab.