Add a Bookmark to a Favorite Search

Related Topics

  1. Add a Bookmark to a Favorite Folder
  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

Perform the search you want to bookmark.

Choose Add this List on 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 > Add this List dialog.

The On selection setting defaults to Perform Search. That means clicking the bookmark runs the search without opening the search form first. Click Show Template if you would rather see search form (or Search Templates ) first, before accessing search results.

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.

Tip: Bookmarked searches are dynamic. You are bookmarking not a fixed list of results, but the search itself, which runs again each time you open the bookmark …       no need to re-bookmark the search again.