Using Suncentral’s Favourites feature

Suncentral Favourites lets you designate much of the content found on Suncentral and have it saved in the Favourites folder(s) of your choice. In addition to marking your most-used content, your favourites folders can be tailored to your needs with custom names, saving you valuable time when preparing for clients and other daily tasks.

  • After logging in to Suncentral you will see the Favourites tab at the top of your Suncentral secure homepage in line with existing tabs like Activities & requests, Alerts, and Forms
  • Select this tab to access the Favourites section

  • Once you’ve accessed the Favourites tab, you’ll see all existing Favourites folders
  • Selecting the + icon for each folder expands that list to show the folder's contents
  • Selecting the - icon will hide the contents of an expanded folder

  • Throughout Suncentral, pages that can be added as favourites will have a star icon in the upper left corner
    • Please note: To favourite a PDF, select the star icon next to that file’s name (see example below)
  • Select this star to add that page as a favourite
  • Once a page has been selected as a favourite, the star will appear as filled in

Select a PDF as a favourite:

  • When the star is selected, a pop-up window appears, from here you can select which favourites folder you’d like this item to be located
    • You can select one or more existing favourite folders or create and select a new favourite folder
  • If adding to one or more existing favourite folders, select the folder(s) you’d like to add this item to, then select Save
  • If creating and adding to a new favourite folder, enter a new favourite folder name and select Save
  • Upon successful completion of either of these options, you will receive a success message
  • If you select the star icon on an already-favourited item, you will receive a message asking if you’d like to edit the folder location

  • To create a new favourite folder, select the Create new favourite folder button
    • In the popup that appears, enter a name for this new favourite folder and select Create
    • If you decide to not create a new favourite folder, select Cancel
  • To edit the name of an existing favourite folder, select the edit (pencil) icon next to the desired folder name
    • In the popup that appears, enter a new name for this favourite folder and select Create
    • If you decide to keep the existing name, select Cancel

  • To remove an existing favourite folder from your list, select the remove (X) icon next to the desired folder name
    • In the popup that appears, select the Delete button to remove this folder and all of its contents from your favourites
    • If you decide to keep this folder, select Cancel

  • Favourited items can exist in one or multiple favourite folders
  • To edit the location of a favourited item, select the file folder icon next to the applicable item
  • On the popup that appears, select the folder(s) where you would like this item to be located and deselect any locations from which you want this item removed
  • To make the change, select Confirm
  • Please note that at least one favourite folder must be selected in order to proceed

  • To remove an item from a favourite folder, select the remove (trashcan) icon next to that item
  • In the window that appears, select Remove to confirm
  • Please note: The removed page still exists on Suncentral and can be added back as a favourite at any time