The Shortcuts panel is on the top of the left navigation pane in the Documents tab. It is expanded by default. To collapse the panel, click the arrow icon next to 'Shortcuts'.

 

The Favorites area gives you access to a list of documents that you have marked as favorites on your project. Favorites are personalized; items you mark as favorites are unique to you and don't show as favorites for other users. A blue dot next to the favorites icon indicates unread favorited items.
 

To create a favorite:

  1   Click the 'star' icon associated with the folder or file you'd like to add to your favorites list. The star turns yellow.

  2   Choose a category or create a new category. Categories are personalized to you; use them to create groupings of your choice.

  3   Click Mark Favorite.

  4   To remove an item from your favorites list, click the yellow star associated with the item. The star turns blank and the item is removed from your list.
 

To see the list of favorites:

  1   Click on the Favorites link in the Shortcuts panel.

  2   A list of the favorites displays in the middle content panel.

  3   Choose a Location where the files you wish to view reside. 

  4   To create a sorted list of documents, filter the list by entering information in the blank fields above the list. (i.e. enter 'm' in the field below the File Name column name to filter on all files that contain 'm'). You can also use the wildcard '*' character to filter by data that ends with a certain series of characters (*.com) or that begin with a series of characters (Jim*) or contain a series of characters (*Smith*). Or, select specific filters and display preferred columns by selecting the Manage Columns icon .