Favorites
Options on how to set favorites in your Yonder Library and organize them per drag and drop.
General
Favorites can be set on documents and chapters. Favorites are user specific and only visible to the user that created them.
They are be displayed in the Favorites card.
Favorites can be organized in Favorite Folders. Both (Favorites and Folders) are synchronized between the Online Reader and the Offline Reader.
Terms and Definitions
Favorite | Bookmark for documents, chapters (= information module level). |
Folder | A folder or group of your favorites |
Required Permissions
The Favorites feature is available to all users and does not require any special permissions.
Setting a Favorite
You can favorite all document types in Yonder:
- Yonder Smart Documents
- Forms
- Files
Setting a document Favorite
There are multiple ways to set your document as favorite:
- in the list of the Library
- in the opened document (document header)
Setting a Favorite in the Library Card
Hover over the list entries in the Library card and set the desired document as Favorite:
You can identify documents you already marked as favorite by the yellow star icon.
Set a Favorite in the Document
Open the document and click in the star icon left of the document title:
Set a Favorite on a chapter (module)
Open the document and make sure to click the ‘expand chevron’ to see the chapter functions’. Clicking the star icon in the toolbar of the chapter will set / remove the Favorite.
Note: You can identify chapters that you marked as favorite also in the outline (view only - no selection possible in the outline).
Organize Favorites per drag and drop
You can arrange your personal favorites in folders (groups).
Also you have the flexibility to change the sorting order and group your favorites into folders by dragging and dropping them.
It's important to note that your favorites, their folders, and their sorting order are unique to you and are only visible to the user who created them.
Notes:
- Favorite folders support no sub-folders.
- Moving a favorite to another group is currently not possible. It must be removed first and then set again so that the required favorite group can be selected
Moving Favorites and Favorite Folders (Drag and Drop)
You can rearrange and order your Favorites and Folders in the ‘Edit’ mode.
Simply drag and drop the Favorite or Folder in the desired position.
Keyboard shortcut
Select a favorite by clicking or navigate to it by using the ‘tab’ key. Then simply press space and move the element with the keyboard arrows up or down, and drop with the space again.
Create a Favorite Folder
Simply click on the "New folder" icon within the Favorites Card to create a new folder:
A dialog box will appear, allowing you to input the desired folder name:
Note: Please keep in mind that each folder must have a unique name
Add a new Favorite to a Folder
To add a new Favorite to a Folder follow below steps.
Add a new document Favorite to a Folder
Setting the document as favorite, a dialog box opens.
- Select ‘No Folder’ to keep your favorite in the root of the list.
- Select a Folder from the list to add the favorite in this group.
Add a new chapter Favorite to a Folder
Setting a chapter as favorite, a dialog box opens.
- Select ‘No Folder’ to keep your favorite in the root of the list.
- Select a Folder from the list to add the favorite in this group.
Add an existing Favorite to a Folder
Selegt Move from the three dot ‘kebab’ menue.
A dialog box opens and you can assign your favorite to a folder:
Move out of a Folder
Simply select the ‘arrow up’ symbol on the Folder list entry to navigate out of the folder:
Delete Folder and / or Favorites
To delete individual Favorites or Favorite Folders, open the edit mode and click the ‘delete’ icon:
Available options:
- Delete favorite
- Delete folder
- Including favorites in that folder
- Excluding favorites
The demo below illustrates all available options:
- If you choose to delete a Favorite, below dialog box opens:
- If you choose to delete a Favorite Folder, a dedicated dialog box opens. You can select either to DELETE ALL (Folder including your Favorites) or to KEEP Favorites (the folder will be deleted but your favorites will be ungrouped and listed in the root of your Favorites card:
Rename Folders
You as well have the option to rename your Favorite Folder. Hover over the list entry and select Rename:
Note: Please keep in mind that each folder must have a unique name.
Filter
Search by Favorite name
You can search for a favorite using the Filter criteria ‘Favorite Name’:
Filter by Favorite type
You can filter your Favorites by applying document type as filter criteria: