My Favorites stores the documents, emails, folders, and workspaces you've starred for quick access. You can also organize these favorites into custom categories.

You can access your favorites in either of the following ways:

  • Select My Favorites from the left navigation bar.

  • On the home page, use the My Favorites widget, if added. The widget includes All and Categories filters. Select View all to display the complete list.

NOTE: For more information on how to add or edit widgets, refer to Adding widgets to your home page

Filtering your favorites

Within the My Favorites pane, select All to view every item, or select Documents or Emails to narrow the list. You can also expand the Categories, Workspaces, or Folders sections.

The main list includes filter buttons for Workspaces, Documents, Emails, and Folders. Each button shows the number of items in that category. Use these buttons to switch between item types. Each list also displays the item count and provides the following controls:

  • Search: Enter a term in the search box to find specific favorites.

  • View: Change the layout, such as switching to grid view.

Each item displays its status, name, version, and document number.

Customizing the table view

In the grid view, you can adjust the table appearance and select which columns are visible. Select the Settings Gear Icon.png icon above the columns to open Table Settings. From there, you can modify row height, enable alternating row colors, and choose columns. Select Save to apply your changes.

Adding items to favorites

To add a document, email, folder, or workspace to your favorites, use the item actions menu.

  • From the item actions menu, select Add to My Favorites. The Add to My Favorites dialog opens and shows the item you're adding.

  • To assign the item to a category, select the Select a Category checkbox, then select an existing category, such as My Favorites or Workspaces.

  • To create a new category, select New Category, enter a name, and confirm it by selecting the checkmark.

  • Select Add to confirm, or select Cancel to discard your changes.

Creating a new category

You can also create a category directly from the My Favorites view.

  • Next to the My Favorites title, select the New category New Category.png icon.

  • Enter a name and select Create.