Bookmarking

Bookmarking enables you to link relevant information by embedding links to pages, searches and attachments from other areas of the Governance Portal into a selected form. When a user clicks on a bookmarked link, that link will open in a separate window. Bookmarks to pages are commonly created via the Favorites icon, but can also be created from attachments, searches and objects in the entity hierarchy.

Create a Bookmarks from the My Favorites Icon

Navigate to the appropriate page in the Governance Portal that you wish to bookmark.
Hover over the Add to My Favorites icon on the top right of the screen and select Copy Bookmark.
Enter the bookmark name click OK. The URL of the bookmark is now copied to the clipboard.
Paste the bookmark:
In a memo field
1. Access the form where you wish to add the bookmark and click Edit to put the form into edit mode.
2. Right click the memo field where you wish to add the bookmark and select Paste Bookmark. The link will appear with the name you selected in the previous step.
3. Click Save on the form.
In the Attachments section
1. Access the object where you wish to paste the bookmark.
2. Click Attachments.
3. Right-click the folder in the Attachments section where you want to paste the bookmark and select Paste Bookmark.
4. Right-click in the URL to Browse text box and select Paste. The URL of the copied bookmark is pasted into the URL to Browse text box.
5. Click Upload.
In the Quick Links section of selected forms
1. Open the form of the object where you wish to add the link.
  Note: The Quick Links section must be configured to display on selected forms. See Quick Links for more information.
2. In the Quick Links section, click Update Links.
3. Click Add.
4. Right-click in the Paste Here section and select Paste Bookmark.
5. Click Save.