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  Home > Structure > Usage > 5 steps > step 4 - instructions
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step 4 - instructions
 

 

Dear all,

Welcome to step 4 in our "5 steps to platform expertise" training programme.

 

In step 3, you uploaded an image and inserted it into your personal contact details. In step 4, you are invited to create a bookmark selection in your personal folder. The advantage: All your favourite folders and documents are easily accessible from one single folder.

 

Step 4 should not take more than 15 minutes (including reading through instructions). If you want to print this page, simply click on „Print this page“ in the left column.

In order to create a bookmark collection, proceed as follows

Bookmarks are shortcuts to facts on the platform. There are two possibilities to create shortcuts. We recommend to try both ways.

possibility 1 - start from your own folder!
  1. Open your folder by clicking on your name in the drop-down menu "Team" in the header.

  2. You should be in your folder now. The pathline should show "Structure > Intern > Other material >Team > [your folder title].



  3. Click on "add a shortcut" in the left column.



  4. Now, you can either search for a fact you want to "bookmark" or you can enter its infoID. In either case, you need to decide whether the shortcut should direct you automatically to the latest version or to a specific version. If you want to create a shortcut to the latest version, simply click on "latest" in the list of search results or type in "0" in the "fact version" input field and click "next >>". 



  5. The shortcut is now visible in your folder.

possibility 2 - start from the fact you want to "bookmark"!

  1. Open the fact to which you would like to create a shortcut.

  2. At the bottom of the fact, click on "add shortcut".

     

  3. Now, you have to decide whether the shortcut should direct you automatically to the latest version of the fact or to the version your are viewing. We recommend to click on "to the latest version".



  4. Now, the complete folder structure of the platform is displayed. Search for your personal folder and click in the checkbox.


     
  5. Finally, click on "add to selected". Your shortcut is now available in your folder.



    This is the end of step 4 of our "5 steps to platform expertise" training programme!

Do you need support? 
If you need support, you can contact Angela Gamsriegler via email (angela.gamsriegler@factline.com) or telephone (0043-1-218 85 03). Angela Gamsriegler works at factline Webservices GmbH and will gladly answer your questions.
Are you interested in further information?

For further information visit the information platform of factline and read through the following chapters:


internal link - 230759.2 create shortcuts
internal link - 230759.2 version control
internal link - 230759.2 delete shortcuts




Metainfo:
Author: Milena Staykova; Copyright: factline Webservices GmbH; Published by: Milena Staykova (mistay)
factID: 1110293.1; published on 29 Jun. 2007 13:25
 
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