Reading lists

About reading lists

Reading list cases, Reading list documents, or Reading list contacts are a useful tool to collect cases, documents, and contacts in order to view them later. Items appear in your reading lists when:

• You add a case, document, or contact to a reading list yourself by marking the case, document, or contact as unread.
• Somebody assigns you as a case handler to a case or document and you have not opened (read) the case or document yet.

A case, document, or contact from a reading list appears in bold in all the lists where it is included. When you view or open the item, it will be automatically removed from the reading list.

 

Add an item to a reading list

You can manually add one or more cases, documents, or contacts to the Reading list cases, Reading list documents, or Reading list contacts.

1. Open a list that contains the cases, documents, or contacts that you want to add to the reading list.
2. Select an item or several items from the list.
3. In the ribbon, click Bookmark > Mark as unread or right-click the item and select Bookmark > Mark as unread.

Remove an item from a reading list

You can manually remove one or more cases, documents, or contacts from your reading lists.

1. Open a list that contains the case, document, or contact that you want to remove from the reading list.
2. Select a desired item or several items from the list.
3. In the ribbon, click Bookmark > Mark as read or right-click the item and select Bookmark > Mark as read.