How do I favourite/save a file for quick access?

Modified on Mon, 9 Sep, 2024 at 11:34 AM

This guide will walk through the steps to favourite/save a file.

Video:

Steps:

1. Log into your Policy Passport profile.

2. Click "Tasks"

3. Click "All Items"

4. Navigate to the document you want to save

5. Click the heart symbol next to the document's name

6. Click on the "Saved" tab

7. Make sure your file shows up in the "Saved" tab