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Pin a Document for Quick Access

The Pin feature creates a shortcut to documents on the Home menu.  Step 1. Navigate to a document that you want to pin and click on the Do...

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Written by Casey Huxtable
Updated over 3 weeks ago

The Pin feature creates a shortcut to documents on the Home menu.


Step 1. Navigate to a document that you want to pin and click on the Document Action menu on the top right corner of the document details home page.


Step 2. Click on the “Pin” radio button

Figure 1.

Figure 2.

Step 3. The document will be listed in Pinned Items in Home menu.

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