AX1079

Managing favorites in the Web Client

You can save various documents and pages as favorites in the Web Client for quick access to commonly used items. Your favorites list is available in the following locations:

  • The Bookmarks panel
  • The default Web Client home page

Example favorites in the Bookmarks panel

Your favorites list displays any web-enabled favorites that you have saved in the Web Client or the Desktop Client. Other types of favorites that are saved in the Desktop Client are not displayed in the Web Client (including folders that were saved as favorites, even if the folder contains web-enabled files).

Saving favorites

To save the current document or page as a favorite in the Web Client, click the star icon in the right side of the Task bar The toolbar that displays across the top of Web Client pages, underneath the Navigation bar. The Task bar provides access to various tasks that are specific to the current area, page, or document.. The star icon toggles from outline (not a favorite) to filled (a favorite).

Favorite icon in Web Client task bar

After you save a favorite, the document or page is displayed in your favorites list in the Web Client and in the Desktop Client. You can use the saved favorite to quickly open the document or page.

Web favorites are saved using the name in the browser tab. In Axiom forms, you can define a title that is displayed in the browser tab that is different than the file name. If the title is changed after the favorite is saved, the favorite is not updated to show the changed title (however, the favorite still opens the document or page).

Currently, the Web Client does not support the ability to rename or reorder web favorite, or to organize web favorites into folders. Web favorites are displayed as a flat list in alphabetical order. However, if you rename a favorite in the Desktop Client, the Web Client is updateds for the new name.

NOTES:  

  • When favorites are saved in the Web Client, they are saved as URLs instead of as document shortcuts, which allows you to save any page in the Web Client as a favorite, and not just documents. For example, if you have access to the Audit Manager, you can save it as a favorite for quick access to the page. However, if the name of your Axiom virtual directory changes (which should be a rare occurrence), the web favorite no longer opens the URL.

  • If a web favorite points to a document, and that document is later moved or renamed, the favoritel continues to open that document, but the favorite name is not updated.

  • If you organize web favorites into a folder using the Desktop Client, the folder is not displayed in the Web Client—instead, the flattened list of favorites is displayed.

Deleting favorites

To delete a favorite, hover your cursor over the favorite name (in either the Bookmarks panel or your home page), and then click the delete icon . The favorite is deleted in the Web Client and in the Desktop Client.

If the document or page for an existing favorite is deleted, the favorite is not automatically deleted. If you try to use the favorite, you are informed that the document or page cannot be found. In this case, you must manually delete the favorite.

See also