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Bookmark Documents

Make sure all of the documents and SOPs you refer to most frequently are readily available with bookmarks.

Elle avatar
Written by Elle
Updated over 4 months ago

We know that there will be some documents that are integral to your day-to-day work and that you'll refer to every day, but you might have a large number of assigned documents to dig through to find them.

With bookmarks, you can highlight the documents you refer to most often and have them easily accessible from the bookmarks tab on your dashboard.

This image shows the bookmark icon highlighted for a Waybook document

In order to bookmark a document, press the icon highlighted above and then either filter your left-hand menu by bookmarks or go to your dashboard's bookmarks tab to view all of your 'go-to' processes.

If you want to remove documents from your list of bookmarks, simply press the bookmark icon again so it reverts back to empty.


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