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Mark documents as favourites

Use the favourite button to quickly mark important documents, then open them directly from the confirmation toast.

Audience

This guide is designed for project manager.

Steps​

Step 1: Mark a document as a favourite​

Select the favourite button on the document header or toolbar to add it to your favourites; the button label will indicate you are adding it to favourites.

Mark a document as a favourite

Step 2: Confirm the document was added​

After clicking the button, check the on-screen toast message confirming the document has been added to your favourites.

Confirm the document was added

Step 3: Open the favourited document from the toast​

In the confirmation toast, select the View action button to open the favourited document directly and automatically dismiss the toast.

Open the favourited document from the toast

Last updated: 2026-06-12