Your daily documents are just a click away.
The key points of this feature
What’s it for?
Your favourite items are automatically added to the menu!
So you can access them from any Pristy location!
How to use it?
It’s as simple as that
If the star at the end of the item is empty, click on it: the item is added to your favourites, and you can find it again in the menu.
If the star at the end of the item is full, click on it: the item is removed from the favourites and from the menu.
When should it be used?
Does your work involve using several types of document on a daily basis?
Do you work on several documents every day?
Do you often refer to the same documentation?
Then this feature is for you!
How does this feature help me to be more productive?
This feature saves time by making multiple documents from your EDM available at the click of a button.
You no longer waste time clicking from subfolder to subfolder to find your usual documents.
You no longer waste time searching for a document you use frequently.
Tips from the team
A well-used tool is a tool that pays for itself. Our team members are the first to use Pristy and to develop their own habits.
Here are a few tips on how to use it:
Tip 1:
Give your documents clear names. If they have identical names, think about renaming them to make them easier to find.
If, for example, you have the names of frequently recurring items (logo, media kit, press kit, payslip, identity card, etc.) in different locations, add the name of the entity to which the item refers after it.
This will keep your favourites bar tidy and help you find your items more quickly!
Tip 2 :
Remember to sort through your favourites regularly to avoid ending up with all your documents in your favourites: that would be unreadable and counter-productive.
From time to time, take a look at your favourites and if you no longer consult an item since it was validated, delete it from your favourites!
Future developments planned for this feature
There’s always room for improvement!Here’s what’s planned for the future:
- access recent documents from the menu
How to get Pristy
Order Pristy today and benefit from modern, intuitive document management
Pristy also includes Pristy Portal application that offers profile and user pages. Pristy Portail is included with the purchase of Pristy Actes and Pristy Espaces (solo or together). Pristy Portail can also be purchased on its own.
Go to our rates page to find out more. Request your quote now and take advantage of our low rates and the chance to give your opinion on future features!