HomeGuide Archives :: Worldox GX3Favorites & Worklist FilesAdd a Favorites Category

20.3. Add a Favorites Category

You can also add special Categories to your Worklist files and associate documents with that list.

  • To add a Favorites Category, select the Selected Favorites button

  • Select the "Personal" tab, then the "Add" button

Note:  You can only add Favorites categories for yourself.  You are not able to add them globally (even if you have Power User Rights).

  • In the Category -> Add window, select an icon from the ones provided, and fill in the Category Name field as you wish it to appear:

  • Select Save

  • This Category will now appear in your "Personal" list, and in the "All" list when selecting the Favorites button.

 

 

 

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