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Getting started with managing your lists in the personal space

The Personal space feature is displayed as a tile on the start page. Use the personal space to quickly access your favorite items, procedures from the feature Search and templates from the feature Storage. If you are a member of the dossier creation group, you can also access templates from the feature Dossier creation.

You can find the following lists in Personal space:

  • Search operations: Directly access your favorite search operations or your search history.

  • Storage templates: Directly access your preferred storage templates or templates for dossier creation.

  • Watched items: Get an overview of the item you are watching.

  • Lists of favorites: Organize your personal lists (favorites) and structure them by theme.

You can manage documents or dossiers that you work with frequently in separate lists. If, for example, you are working on two themes at the same time or on a project with time restrictions, you can use the Add to list context action (asterisk) to save documents and dossiers in separate lists. You can find the lists in the Personal space feature.

Suppose that you are working on a quotation for which you require information from various documents and dossiers. You can search for the relevant documents and dossiers using the Add to list context action and add the relevant elements to existing or new lists.

You can find your lists of favorites in the Personal space feature.