Add a Bookmark

Users can bookmark external web pages or sites and store in the system for quick access. These bookmarks can then be pulled into user-created content such as plans, IFDs, and assessments.

SITE ACCESS: Tools > My Favorites


Select the folder you would like to add the bookmark to.

Click the Folder Options button and select Add Bookmark from the drop-down menu.



When the bookmark dialog appears, enter a Title for the bookmark, enter the URL for the website, and enter a Description for the bookmark (optional) – click Save.



Within the selected folder, click the link to the bookmark added – your browser will open up a new page for the website linked to the bookmark.



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