In this article, users will learn how to use bookmarks on Filer. This feature is useful for users who need to collate documents together from a record to quickly access for a temporary period.
In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.
Creating a Briefcase
- Navigate to the SharePoint site where Filer is installed at your organisation.
- Search for the record you are looking for using search, bookmarks, views or briefcases.
- On the record click on the files that you would like to add to a briefcase.
- Click the ‘Briefcase’ icon.
- A pop-up will appear asking for details about the briefcase. As briefcases are designed to be temporary, a due date and retention date are required. The following permissions can be selected:
- Public – available to all users with access to see briefcases.
- Private - available to the user who created briefcase.
- Targeted – select active directory groups or individual users.
- After filling in the required information, click ‘Confirm’ button.
