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 „Drucken“ at the bottom of the page.

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 "Partner" in the header then click on the

folder`s name.

2. You should be in your folder now.

3. Click on "add" next to the folder`s title.

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

checkbox.

4. 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 Milena Staykova via email (milena.staykova @factline.com ). Milena Staykova 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
version control
delete shortcuts