HPE Records Records Manager Guide

Favourites
Favourites
Adding Records to Favourites
The most useful Tray in TRIM (HPE Records Manager) is Favourite Records. This is a
place you can store a link to your most frequently used items for quick and easy access.
You can access your Favourite Records from the Shortcuts Menu on the left hand
side of the TRIM window
Locate the record that you want to add to your favourites – Refer to the Searching for
Records Quick Reference Guide to assist.
Note! You can add any Record Types to your Favourites documents, files, sub files etc.
In this example I have searched for Recruitment 2014
Once you find the record you want
1. Highlight the record
2. Click Add To Favourites on your toolbar
Removing Records from your Favourites
If you no longer require quick access to a record, you can remove the link from your
Favourites.
1. Navigate to your Favourites
2. Highlight the record you want to remove
3. Right Click > Remove From > Remove from Favourites
Or
1. Highlight the record
2. Press F4 on your keyboard
Quick Reference Guide
Favourites
http://www.newcastle.edu.au/current-staff/our-organisation/governance/legislation-and-compliance/records-management/training-and-support
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