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Book Index

Adding Bookmarks

Bookmarks can be added as a shortcut to screens that you often access. These bookmarks are available on the Bookmarks card of the Home page and are also available in the Bookmarks section in the left pane.

A bookmark can be added in two different ways.

Adding a Bookmark for the Open Screen

A Bookmark can be added as a shortcut to screens that you often access.

To add a bookmark to a screen, complete the following steps:

  1. Using standard navigation, open the screen you would like to bookmark.
  2. Locate the Bookmarks action section in the left pane. Note: If the Bookmarks section is not displayed, a bookmark cannot be created for the open screen.
  3. Click on the Add button in the left pane.
  4. The screen is added to the listing of your bookmarks.

To access a bookmarked screen, click on the line with the name of the screen.

Adding a Bookmark Through the Preferences Section

Authorized users can add, new bookmarks, change the order the bookmarks display or delete exiting bookmarks from the their list of bookmarks.

Adding Bookmarks

  1. Navigate to the Preferences section > My Preferences card > Bookmark screen.

    The following screen is displayed.

  2. Highlight the selection in the Available Bookmarks column.
  3. Drag the selection to the Your Bookmarks column.
  4. Save the record.

Changing the order of bookmarks

Bookmarks may be moved around within the Your Bookmarks column to change the order they should display.

  1. Highlight the bookmark to be moved.
  2. Drag the entry to the desired position in the list.

    The red arrow indicates where the bookmark will display.

  3. Click Save.

Removing bookmarks from the List

Selected bookmarks can be removed from your list.

  1. Highlight the entry in the Your Bookmarks column.
  2. Drag the entry back into the Available Bookmarks column.
  3. Click Save.

Resetting the bookmarks back to the system default

Bookmarks set up in the Preferences > System Preferences section are the defaults for all users in the system. To restore these defaults, click on the Reset button in the left pane.