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Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
Pages
Manage your pages in IFS Cloud.
Managing the Bookmarks
Adding bookmarks helps you to be efficient while you navigate through IFS Cloud because you can go directly to your most used pages.

Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
- Home Page
  Discover the home page screen features.
- Keyboard Shortcuts
  Help your navigation and save your time using thekeyboard shortcuts.
- Saving List Proposals as Favorites
  You can filter contents appearing in lists when completing page details, by adding some of them as favorites.
- Pages
  Manage your pages in IFS Cloud.
  - Opening and Searching for Pages
    Find pages efficiently through the Navigator Menu.
  - Managing the Bookmarks
    Adding bookmarks helps you to be efficient while you navigate through IFS Cloud because you can go directly to your most used pages.
  - Navigating Using the File Path
    Visualize and navigate through the path of your page, of its parent and the path of the related pages.
- Adding a Lobby to the Home Page
  You can add a lobby to your home page so that you can directly access specific information and pages linked to your tasks on IFS Cloud.
- Records
  Manage your records and learn to use its filters in IFS Cloud.
- List View Display Settings
  Customize the data display: simplify your settings display and act on the data.
- Naming Conventions

Managing the Bookmarks

Adding bookmarks helps you to be efficient while you navigate through IFS Cloud because you can go directly to your most used pages.

The list of Bookmarks is always available on the left side of your page.

Note:

A bookmark giving access to the user documentation is by default in the bookmark menu. Do not remove it.

Click Expand Bookmarks to expand the bookmark menu.
Click Bookmarks to display the bookmarks options.
When you click Add Bookmark to add your page as a saved bookmark, a new pane appears:

Note:
If you set a filter on your page and click Add Bookmark, the filter is saved in the bookmark.
1. You can change the name of the bookmark, its icon and its color.
2. You can also click Add Bookmark to a Group, to add it to an existing group of bookmarks or a new group.
3. Click OK.
  
  Your page is added in the bookmark menu. You can find it just below the bookmark icons.
Click Manage Bookmarks to create new groups, edit, reorganize or delete your existing bookmarks...

Tip:
We advise you to have your own color code to find your bookmarks easily. Add the same color and different icons to the bookmarks created for the same process type.