Using Suncentral's Favourites feature

• 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)
  • To favourite a Sun Life tool, select the star icon next that that tool’s name on the Suncentral tools menu (see example below)
    • Please note that only tools on the Suncentral tools menu page can be added as favourites
• 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:

Select a tool 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