Has anyone done anything that lets users mark documents as a "favorite"?
Background:
Our commercial lending file is filled with many documents per loan. Throughout the process of renewing the loan, staff would like to make a subset of documents readily available for themselves rather than printing them and saving them at their desk.
Ideas:
My first approach will be to tackle this via metadata, specifically, creating groups that are meaningful to the audiences. For example, the Title Group may way to see title-related documents and some appraisal documents. I'll create a group field with Appraisal and Title groups that are dynamically linked to the document type field. If they search by these groups, then they'll find what they want.
Unfortunately, I have a suspicion that the needs may not come out as cleanly as I'd like. My other idea is to create a business process that can be kicked off by anyone and a shortcut to the document would be placed in a "favorites" folder somewhere with the initiator's name.
Has anyone else tacked this kind of need before? Do you have any ideas to add to my list?