Favorites and pinning
Keep the assets, views, and documents you use most within one click.
Favorites in the sidebar
Section titled “Favorites in the sidebar”The Favorites section near the top of the sidebar is your shortlist. Whatever you star, an asset or a saved table view, appears here, so the handful of things you touch every day sit above the full list of assets rather than inside it.
Favoriting an asset
Section titled “Favoriting an asset”Open an asset and click the star next to its name in the header. The asset joins your Favorites straight away; click the star again to take it off. Nothing about the asset changes: the star only controls whether it shows in your shortlist.
Saving a view to favorites
Section titled “Saving a view to favorites”A saved view is a table cut you have named and kept: a set of folders, filters, and columns on the Documents page or any other table. Star a saved view and it lands in Favorites alongside your assets, so a shared or often-used cut is one click from anywhere.
Pinning documents
Section titled “Pinning documents”Pinning is favoriting for documents, and it is scoped to an asset. Pin the documents that matter on a given asset (the current contract, the latest inspection) and they gather under Pinned documents on that asset and under the Pinned filter on the Documents page. Unpinning asks you to confirm, and you can always pin again later.
