Bookmarks

Bookmarks are manual marks on tree nodes. Use them to flag documents for review, documents you have questions about, or documents you have read. The Viewer stores assignments on your machine with the application. Tag definitions and assignment scope are in the table below; the settings are in 11 Tools & settings.

Three tags come predefined: Important / For Review / Done. You can change their names, colours and descriptions, and you can create your own. Definitions are shared globally.

Assigning and aggregating

Find the document leaf in the tree, right-click it and pick a tag. The row then shows that tag's colour. One document holds exactly one tag. Section nodes need no tag of their own: they show the union of tags on their descendant documents, so you can see which sections contain marked documents without expanding them.

Where marks appear

Location	Contents
Document row	The colour of its assigned tag
Section node	The union of tags on descendant documents
Bookmarks sidebar	All tags and their assignments, toggled with View → Bookmarks panel; drag to resize, double-click to reset

The sidebar can export and clear its contents. Use the export when you need a list of marks. See 10 Reports & export.

Rules

Item	Rule
Tag definitions	Shared globally; names, colours and descriptions can be changed, and new tags can be created
Assignment scope	Isolated per application and stored locally; assignments do not carry over to another application
Deleting a tag	Clears all its assignments; the Viewer asks for confirmation first
Effect	A manual annotation. Tags do not feed into reports and do not affect lifecycle evaluation

To filter the tree by tag, see 09 Filters. To find a target across the whole application, see 07 Search.