Reading lists

About reading lists

Reading list cases, Reading list documents, Reading list contacts , and Reading list processes are useful tools for collect ing cases, documents, contacts, and processes for later viewing. Items appear in your reading lists when:

• You add a case, document, contact, or process to a reading list yourself by marking the case, document, contact, or process 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, contact, or process from a reading list appears in bold in all the lists where it is included. When you view or open a case, document, or contact, it will be automatically removed from the reading list. A process is removed from the reading list only when a process task is opened. Viewing or opening a process does not remove it from the reading list.

Add an item to a reading list

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

1. Open a list that contains the cases, documents, contacts, or processes 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, contacts, or processes from your reading lists.

1. Open a list that contains the case, document, contact, or process 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.