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How to Add Favourites and Use Shared Favourites

20th August 2019 RIAMS

Since the RIAMS website was relaunched, there have been a number of new functionalities available. This ‘How to’ series covers these new functionalities and in the first one of this series, we are focusing on adding ‘Favourites’ and creating ‘Shared Favourites’, which replaces ‘Collections’.

The Favourites functionality was available on the last website but this has been expanded and reorganised to make this easier for you to manage.

When signed into RIAMS, you can access your ‘My Favourites’ and ‘Shared Favourites’ by clicking on the Favourites icon in the banner at the top of the page or by clicking on the person icon and then navigating to ‘My Favourites’ from the menu on the left.

You will then notice three tabs: ‘All Favourites’, ‘My Favourites’ and ‘Shared Favourites’. The ‘All Favourites’ tab allows you to view all your personal and shared favourites in the same place and using the ‘My Favourites’ and ‘Shared Favourites’ tab allows you to filter what you see.

My Favourites
To add new documents to your Favourites list, you will need to create a folder first. Click ‘Add Folder’, add your title and click save. Navigate to or search the document you wish to add to your Favourites, click the ‘My Favourite’ icon, select your Favourites folder and click ‘Add to Favourite’.

If you wish to remove a document from your favourites, you can navigate to or search for the document and click on the ‘My Favourites’ icon again. Alternatively, you can navigate to the Favourites folder, locate the document and click the ‘My Favourites’ icon.

The add or remove from your Favourites will be confirmed with a blue banner at the top of the page.

Shared Favourites
This feature is available to senior users or ‘Administrators’ as they are now called and this allows admins to create collections of documents that can be accessed by the other users registered to your RIAMS account.

To create Shared Favourites, navigate to the My Favourites page and click ‘Add Folder’. Before you click save, ensure you have ticked ‘Share’. To add folders to this collection, navigate to or search the document you wish to add and click the ‘Shared Favourite’ icon, select your Favourites folder and click ‘Add to Favourite’.

Similarly, to remove a shared document from the collection, click the ‘Shared Favourites’ icon and the action will be confirmed by a blue banner at the top of the page.

If you have any queries as a result of this item or would like to suggest a specific topic to be covered in this series, please get in touch with us at 01239 711793 or email riams@rheglobal.com.

Other blogs in this series:
How to Add Favourites and Use Shared Favourites
How to Add your Organisation Logo and Set Local Colours (to be published on 26 August)
How to Add and Remove Users from your Account (to be published on 2 September)
The ‘More Actions’ Menu (to be published on 9 September)