Users can bookmark external web pages or sites and store in the system for quick access. These bookmarks can then be pulled into user-created content such as plans, IFDs, and assessments.
SITE ACCESS: Tools > My Favorites
Select the folder you would like to add the bookmark to.
Click the Folder Options button and select Add Bookmark from the drop-down menu.
In the Add Bookmark window, enter a Title for the bookmark, enter (or paste in) the URL for the website, and enter a Description for the bookmark (optional). Click the Change Folder option if you wish to change the location where the bookmark will be saved. Click the Save button when you are done.
Within the selected folder, click the link to the added bookmark. The website will open in a new tab within your browser.
To make modifications to the bookmark, click the Options button associated with it and select Edit. Select Delete if you wish to remove the bookmark entirely.