Favorites feature in theSource


A red asterisk (*) indicates required questions.

  1. C, U or Z ID (Letter followed by sequence of numbers and/or letters)*


  1. First Name*


  1. Last Name*


  1. Location*
    Henderson
    Houston
    Madison
    Raleigh
    Fort Pierce
    Miramar
    Yuma
    Chandler
    Hawaii
    Nashville
    Nashville WFH
    Orlando WFH
    Solon
    Solon WFH


  1. The following instructions come from Work Instruction TSRC-PROD-000626 "theSource - Feature User Guide" that guides you through the process of:
    1. Adding documents to your Favorites
    2. Creating a new folder to save Favorites in

    NOTE: Please disregard the boxes after each section but continue on to each piece of information.


  1. To Access Favorites, click the heart in the upper right corner of the screen.
    NOTE: An orange alert will display if a document has been updated.

    Saving documents to your Favorites list will alleviate the need to search for an email containing links or using the Search feature in theSource, thus improving efficiency.



  1. Add documents to your Favorites by clicking the HEART icon. This is available in 2 places.

    First, in the action bar at the bottom of the document.



  1. Secondly, to the right of the document title in your search results or on the Home Page.



  1. Result: The heart will turn gray and the Edit Favorite window will display.

    Click Move to Folder if you wish to save the favorite within a folder you have already created.
    Note: We will show you how to create a folder later in this session.



  1. Select a folder from the drop down.
    Click Save.
    Result: A confirmation message will display indicating the document was added to Favorites.



  1. To remove a document from Favorites, click the gray heart.



  1. To create a folder:

    Click the hear icon in the upper right of the screen.
    Note: An orange alert will display if a document has been updated.



  1. Click the Folder icon in the pop-up window.



  1. Enter a title into the Add Folder Title field.
    Click Create.






Guy Macdonald