Easily locate your frequently used documents and matters in Insight+ by adding them to favorites. Any document or matter can be added to favorites, and once added they’re available in the Favorites tab.

To add an item to favorites:

• From the Knowledge, Matters, or Documents tab:

  1. Select your preferred document.

  2. From the right-click menu or the kebab menu, select Add to Favorites.
     Alternatively, select the star icon available on the card.

     Figure: Adding an item to Favorites in Insight+

     

• From the document Preview page:

  1. Open your preferred document on the Preview page.

  2. Select the icon present on top of the page.
     Alternatively, select More > Add to Favorites.
     To unfavorite a document, select More > Remove from Favorites on the document Preview page.

After adding an item to Favorites, you can find the item you need by:

• Perform a simple search and then filter by the item-type facet.

  Figure: Searching for Favorites in Insight+

  
  Figure: Using facets for Favorites in Insight+

  

• Sort favorites using any of the following sort-order options in the drop-down list:

  • Recently viewed: displays favorite items viewed from anywhere, not just the Favorites tab.

  • Date favorited: Newest first displays items that were recently added to favorites.

  • Date favorited: Oldest first displays items that were added to favorites some time back.

  • A to Z: displays favorite items A to Z in alphabetical order.

  • Z to A: displays favorite items Z to A in alphabetical order.

When you browse directly from one of the Search experiences, your favorites are displayed in the order of Date Favorited: Newest first by default.