Can't find the answer you're looking for?
Send us a message outlining what it is on our contact page and our support team will get back to you with an answer.
Jun 22, 2023
Where Are My Bookmarked Pathways Stored?
Where Are My Bookmarked Pathways Stored?
Where Are My "Bookmarked Pathways" Stored?
In Pathways you have the ability to bookmark a completed transaction so that you may re-use the same process, including Steps, Activities and Supporting Documents and e-Forms. You can access your Bookmarked Pathways from two different places on the platform:
- The Library - In your library, there is a section titled Bookmarked Pathways where you can organize and access your Bookmarked Pathways (shown below).
- Create New Pathway - When creating a new Pathway, you will be given the option to "Select From Library", which will allow you to start the Pathway using one of your Bookmarked Pathways as a template. (shown below)
