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Home > General CORE > Getting Started with Bookmarks
Purpose
Use this job aid to learn how to create, organize, and manage saved pages in CORE.
Bookmarks help you quickly access frequently used pages, personalize your workspace, and streamline navigation.
Steps to Add a Bookmark
Navigate to the page you want to save.
Select Bookmark (star icon ★ or “Bookmark this Page”).
Enter a descriptive name for the bookmark.
Choose an existing folder or select Create New Folder.
Click Save.
Tip: Bookmarks without a folder will appear in the Default folder.
Steps to Organize & View Bookmarks
Open the Manage Bookmarks panel from the main navigation menu.
Use the Sort By dropdown to view bookmarks alphabetically or by folder.
Steps to Rename a Bookmark
Open the Bookmarks panel.
Hover over the bookmark and select Edit (pencil icon 🖉).
Enter the new name and click Save.
Tip: Use clear, action-oriented names like “Payroll Reports” or “FYE Transactions.”
Steps to Delete a Bookmark
Open the Bookmarks panel.
Hover over the bookmark and select Delete (X icon).
Confirm deletion when prompted.
Note: Deleted bookmarks cannot be recovered.
Steps to Create and Manage Bookmark Folders
In the Bookmarks panel, select Create Folder.
Enter a folder name and click Save.
Once created, select the vertical 3-dot menu to edit the bookmark or folder, such as Rename Folder or Move to Folder.
Tip: Use folders to group bookmarks by workflow.
Best Practices
Keep bookmark names short and descriptive.
Review and clean up bookmarks regularly to remove outdated pages.
Use folders to mirror your daily tasks or reporting structure.
Bookmark pages you access most often to reduce navigation time.
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