Manage your Bookmarks

A quick and convenient way to quickly access pages is to bookmark them. Once bookmarked, you can then organize them into folders to quick and easy navigation.

You can create bookmarks to most pages throughout the Borealis Application including:

  • Specific records in registers
  • Search results lists
  • Specific maps
  • Filtered calendar views
  • Reports and widgets

Bookmark a Record

  1. Locate and open the record you want to bookmark.
  2. Click the Bookmark mceclip0.png icon located in the upper right hand corner of your screen.
  3. Specify a display name for your bookmark in the Name field.
    The display name will not change the actual name.
  4. Click the Add bookmark button.
    bookmark.png

Edit a Bookmark Name From its Page

  1. Open your Bookmarks from the Main menu
  2. From your list of bookmarks, open the one you want to edit.
  3. Click the Bookmark mceclip0.png icon located in the upper right hand corner of your screen.
  4. Specify a new display name in the Name field.
  5. Click the Update button.
    updatebookmark.png

Edit a Bookmark or Folder Name From the Bookmarks Menu

  1. Open the Bookmarks menu.
  2. Locate the bookmark or folder for which you want to change the name.
  3. Click on the in-line Edit icon.
    bookmarkedit.png
  4. Specify a new display name in the Name field.
  5. Press Enter or click elsewhere in the Bookmarks menu.

Create Bookmark Folders and Organize Bookmarks

  1. Open the Bookmarks menu.
  2. Click + Add folder.
    bookmarkfolders.png
  3. Rename the folder.
  4. To organize bookmarks, drag and drop bookmarks to the folder or from one folder to another.
    bookmarkinfolder.png

Remove a Bookmark from the Bookmarks Menu

  1. Open the Bookmarks menu.
  2. Locate the bookmark for which you want to change the name.
  3. Click on the in-line Remove icon.
    bookmakremove.png
  4. A confirmation message will be displayed.
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