9.2. Create Bookmarks

To create a bookmark:

• Go to Bookmarks -> create in the Worldox menu
  

• In the Bookmarks -> Create window, select the type of bookmark you would like to create:
  

• and select OK

Worklist Files

These are your most recently used documents (whether they are stored in the Worldox Document Repository or elsewhere on your network)

• Select one or multiple categories you would like to search when selecting the bookmark

  

• Click the green check.

• Type a  meaningful name in the Bookmark Name Field.

  

• Make appropriate selections as follows:

  • Pin to Button Bar - If you want the bookmark to appear in the button bar button area of Worldox (where the New Search and Previous Search buttons are located), select the Pin to Button Bar check box.
  • Save Bookmark for:
    • Only Me - create a private bookmark
    • Everyone - creates a public bookmark (and pins to all users button bar button area if you have selected that option)
    • Limited Groups/Users - groups or specific users you have designated to be allowed or blocked from using this bookmark (this is useful for sensitive materials)

• Select Save

Search

These are your Find Templates in Worldox:

• Select the appropriate Find Template

  

• Type in a meaningful name in the Bookmark Name field

  

• Make appropriate selections as follows:

  • Pin to Button Bar - If you want the bookmark to appear in the button bar button area of Worldox (where the New Search and Previous Search buttons are located), select the Pin to Button Bar check box.
  • Save Bookmark for:
    • Only Me - create a private bookmark
    • Everyone - creates a public bookmark (and pins to all users button bar button area if you have selected that option)
    • Limited Groups/Users - groups or specific users you have designated to be allowed or blocked from using this bookmark (this is useful for sensitive materials)

• Select Save

Note:  If you create a Bookmark for a cabinet in which a user does not have access and make that bookmark available to everyone, the bookmark will only appear for those who have access to the cabinet.