Add a Bookmark to a Favorite Folder

Related Topics

  1. Add a Bookmark to a Favorite Search
  2. Bookmarks in the Currently Visible Worklist
  3. Email a Bookmark to an Internal Recipient
  4. Execute a Saved Search Using a Bookmark
  5. Open an Email Link in a Worldox File List (.wdl)
  6. Remove Items from the Bookmark Bar

On the Worldox main screen, select Create from the BookmarksBookmarks are created in Worldox to give fast access to specific folder locations. It’s a process similar to the way you would bookmark pages in Internet Explorer. Bookmarks correspond to locations, and can be “pinned” to the bookmark bar at the top of the screen if needed to make these choices easily visible. You can also “subscribe” to bookmarks to list them in the Workspaces folder tree zone, for the same purpose. menu. That opens the Bookmarks > Create dialog.

Select Folder, and then click OK.

Next you see the New Bookmark Folder dialog.

You can click a folder in either the Cabinet tab or Favorite Matters tab and then select a folder to automatically populate profile fields.

Next you see the second Bookmark > Create dialog.

Change the Bookmark Name if necessary, and choose Pin to Button Bar if you want this bookmark to stay visible on the Worldox bookmark bar (beneath the toolbar).

Note: Worldox Managers have the ability here to save the bookmark as public (for everyone) or for a custom set of users. Non-Managers do not see this choice, and can only create personal bookmarks

Click Save. Your new bookmark displays either on the bookmark bar (if pinned) or on the Bookmarks menu list.