The intended audience for this article is Agents.

To flag a frequently used form as a favorite and save the form to your Team Favorites for easy re-use, navigate to Tools > Forms Library.

On the Forms Library page, select the star icon ⭐ on the top right of a form tile to favorite a form. Forms that have been favorited will display a solid-filled star. Forms that aren't favorited will display an outline star.

Important: anyone at your agency can favorite or unfavorite a form, affecting all other team members. Favorites are saved on an agency team basis.

To view your favorites, navigate to the Team Favorites page.

If you prefer to view this walkthrough as a video, check the video below.