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How to promote a File Note Favourite to a Sample

Favourites are visible only to the user who created them.   Samples are visible to the whole practice.

Sometimes your practice users will create a Favourite that you want to promote to a Sample so all practice users will be able to access it. 

To do this, just navigate to Settings and then Practice or Dealer Level Settings.

Tick the box next to the your desired file note favourite under File Note Favourite Management and click the Promote to Sample box.  

 

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