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

Modified on Mon, 9 Sep 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"

Click 'Tasks'


3. Click "All Items"

Click 'All Items'


4. Navigate to the document you want to save

Navigate to the document you want saved


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

Click the heart symbol


6. Click on the "Saved" tab

Click 'Saved'


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

Click here



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