Has anyone done anything that lets users mark documents as a "favorite"?
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.
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?