Getting Started with Smart Bookmarks

Overview

What Is Bookmarks?

Bookmarks is your personal reference management workspace inside Helios. Save important catalog pages, files, and references into organized collections so key information is easy to find later. Instead of scrolling through a long catalog or manual every time you need a specific section, bookmark the exact page and jump back to it instantly, organized into named collections for easy retrieval.

This feature is especially useful for teams that regularly reference specific pages in vendor catalogs, SOPs, tooling specs, or safety guides.

Who Is It For?

• Businesses - shortlist tooling references, approved products, and supplier pages your team needs to access regularly. Organize by project, machine, or job type.
• Experts - build a curated library of catalog references organized by client engagement or specialty area. Pull up all relevant references instantly during client work.

Key Features

• Save catalog pages directly from the Document Viewer
• Save files from Helios Drive
• Organize bookmarks into custom named collections
• Search across your collections from the left sidebar
• Personal - visible only to you, organized the way your workflow requires
• PageWeaver - compile bookmarked pages into a single custom PDF

Key Terms

• Bookmark - A saved reference to a specific page within a document or catalog.
• Collection - A named folder grouping related bookmarks together (for example, CNC Mill Setup, Coolant Maintenance Project).
• Bookmark Title - The label given to a saved bookmark for easy identification.
• Page - The specific page number within the document that was bookmarked.
• Document Preview - A thumbnail image of the bookmarked page shown in the bookmark list for quick visual reference.
• PageWeaver - Coming soon. Compiles bookmarked pages from multiple catalogs into a single custom PDF.

How to Access Bookmarks

1. Click Bookmarks in the left navigation panel under Productivity.
2. The left panel displays all your bookmark collections.
3. Click any collection to view its bookmarks in the main area.

Understanding the Page Layout

The Bookmarks page is divided into two areas:

• Left sidebar panel - Lists all your bookmark collections with their item counts. A search bar at the top lets you find a specific collection by name. The + button next to the search bar creates a new collection.
• Main content area - Defaults to Grid view (folder cards with item counts). Switch to List view using the icons in the top-right. A + New Collection button also appears in the top-right corner.

Inside a Collection

Clicking a collection opens it and shows a table with the following columns: Bookmark Title, Page (the page number within the catalog), Document Preview (a thumbnail of the bookmarked page), Document Title (the name of the source catalog), and Created Date. A filter icon lets you narrow the list, and a PageWeaver button opens all bookmarks in the collection directly in the viewer.

Collection Quick Actions

Hovering over a collection in the sidebar reveals a three-dot menu (···) with options to Rename or Delete the collection.

How to Create a New Collection

1. Go to Bookmarks.
2. Click the + New Collection button in the top right.
3. Enter a name for the collection (for example, Coolant Maintenance Project or CNC Setup References).
4. Click Save or confirm. The new collection will appear in the left panel.

How to Add a Bookmark

1. Navigate to Helios Drive or Catalogs+ and open the document or catalog you want to bookmark.
2. In the document viewer, navigate to the specific page you want to save.
3. Click the bookmark icon that appears at the top corner of the document page.
4. A prompt will ask you to assign the bookmark to a collection and give it a title.
5. Select or create the target collection and confirm to save.

How to View a Bookmarked Page

1. Go to Bookmarks and open the relevant collection.
2. The list shows each bookmark with its title, page number, document preview, document title, and the date it was created.
3. Click any bookmark to be taken directly to that page in the document viewer.

How to Organize Bookmarks

• Use the search bar at the top of the Bookmarks panel to find a specific bookmark by name.
• Use the + icon next to the search bar to add a new bookmark directly from the Bookmarks page.
• Switch between grid view and list view using the icons at the top right of the main area.

How to Use PageWeaver

1. In the left navigation sidebar, click Bookmarks under the Productivity section.
2. Select a collection from the left panel or main grid to open it.
3. In the top-right corner of the collection view, click the PageWeaver button. This stitches all the bookmarked pages in that collection together and opens them in a unified document viewer.
4. Use the left thumbnail panel to see all your bookmarked pages compiled in sequence. Click any thumbnail to jump directly to that page in the main viewer.
5. To print the weaved pages, click the Print button (printer icon) in the toolbar to send the stitched collection to your printer or save it as a PDF.

Frequently Asked Questions

Troubleshooting

Tips for Getting the Most Out of Bookmarks

• Create collections by project or topic (for example, Coolant Maintenance Project, CNC Mill Setup) to keep related bookmarks grouped and easy to find.
• Use the PageWeaver button inside a collection to create a custom PDF of your collection so you don't have to browse back to the original documents.
• The page number column makes it easy to know exactly where a bookmark lives in a large catalog without opening it first.

Related Guide

Tooling Catalogs+ →

Secure Helios Drive →

Instant Global Search →