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

Modified on Mon, 12 Jan at 11:00 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"

Click 'Tasks'


3. Click "All Items"

Click 'All Items'


4. Navigate to the file you want to save

Navigate to the document you want saved


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

Click the heart symbol


6. Click on the "Saved" navigation menu item

Click 'Saved'


7. Verify that your file appears inside

Click here



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