A bookmark is like a tag you put on a record that lets you find it again quickly. If a record is like a page in a book, then a bookmark is like a placeholder, or a post-it you put on the page. When you create a bookmark, you put it in a bookmark folder, which appears in your list of folders.

 

You can start by creating a bookmark folder, or you can start by creating a bookmark. Either way works.

 

Creating and Viewing Bookmark Folder​s

A bookmark folder holds records you have bookmarked. You can make as many as you need.

1. Go to Your Records > Your Folders
2. Click a folder you have previously created to view the records it contains. 
3. Or click Create Bookmark Folder, and give it a name.
   The new folder appears in your list of folders.

​Bookmarking a Record

When you visit a record, you can add it to a bookmark folder you have defined. You can add it to multiple folders, too, if you like. And if the folder doesn't already exist, you can create it on the spot.

1. Visit the record.
2. Click the record's gear icon to reveal the menu of additional options.
3. Click Bookmark.
4. Click the folder list.
5. Select a folder from the list of folders you have created,
   or click New Folder to create a new one.

​​​Editing or Deleting a Bookmark Folder

1. Go to Your Records > Your Folders
2. ​In the list of folders, click Edit to change the folder name, or click the X icon to delete it.