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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

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.
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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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