Bookmarks or Favorites
Last Updated on July 17, 2024 | 1 min read

A. Single Favorite record in editing mode B. Single Favorite record C. Favorites option menu
Favorites allow you to quickly access frequently used documents to a list of Favorites.
- To access your favorites (bookmarks), click the
Favorites icon in the Main Toolbar.
- The Favorites Menu Window pops up, showing options to LIST the current available favorites or ADD the current document to the list of favourites.
- To add a document to your favorites, view the document in a Content Tab and click ADD.
- To manage your favorites, click LIST to load your favorites into the Right Feature Panel.
- The Favorites icon turns green when the currently active document is added to the list.
Edit or Delete a Favorite
- To delete a single favorite, click the
Options icon at the top right corner of the record and select Delete.
- To change the favorite title, click the
Options icon and select Edit. The title becomes editable; after making changes, click UPDATE to apply or CANCEL to discard.