Bookmarks

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

With the bookmark feature in Yuki, you can easily create shortcuts to functions, overviews, or documents that you use frequently. You will find the bookmarks in the top right corner of every screen in your domain.

ATTENTION!

Every regular user manages their own personal bookmarks.

Exception

All users with the 'Back office' role within the same domain share the same list of bookmarks.

Access to Bookmarks

To access them, click ON the Bookmarks icon (hanging ribbon) in the top right corner of any screen.

Bookmarks

AVAILABLE USER ACTIONS

From any screen, a user can:

• add a bookmark (current page)
• add an external link
• create and organize a section (folder)
• change or delete a bookmark, external link, or section.
  
  

Add bookmark (current page)

To create a shortcut to the page you are currently viewing (e.g. the payment list):

• click on the arrow next to the Add... button
• select Current page from the dropdown menu.
  
  
  The following screen is opened:
  
  
  
• You can change the name of the bookmark immediately if necessary
• then click on the check mark next to the bookmark name to save it.
  
  

The bookmark has now been added to the list of bookmarks.

Add external link

To add shortcuts to websites outside Yuki (such as a banking environment or supplier portal) as bookmarks:

• click on the arrow next to the Add... button
• select External link from the dropdown menu.
  
  
  The following screen is opened:
  
  
  
• enter the details:

• top field: name of the link (e.g. tax authorities)

• bottom field: the full web address (URL)

• then click on the check mark next to the bookmark name to save it
  
  

  
  

The external link has now been added to the list of bookmarks.

Create and organize section

To keep your bookmarks organized, you can subdivide them into custom sections.

Add section

To add a section:

• click on the arrow next to the Add... button
• select Section from the dropdown menu
  
  
  The following screen is opened:
  
  
  
• type the name of the new section
  
  
  
• then click on the check mark next to the section name to save it.

The new section has now been added.

Drag and arrange

To place one or more bookmarks/external links in a specific section or in the correct order:

• press and hold the icon (the handle) next to the name of a bookmark or external link
  
  
  
• drag the item to the correct position in the list or place it under the correct section.

Change or delete bookmark, external link or section

To change the name of an item or delete an item completely:

• hover the mouse over the line of the item you want to modify
  
  
  
• click on the pencil icon next to the item's name
  
  The following screen is opened
  
  
  
• choose your action:

• Edit: adjust the text and click the check mark

• Delete: click on the trash bin to permanently delete the item.