How to Use the Save for Later Feature in ProProfs Knowledge Base

The Save for Later (Bookmark) feature in ProProfs Knowledge Base allows users to quickly mark pages they want to revisit. It helps you organize important content, access frequently needed information faster, and streamline your workflow within your knowledge base. This feature is especially useful for users who frequently refer to specific articles while navigating a large knowledge base.

Benefits:

• Simplify Research & Reference: Save related pages together to easily cross-reference information for projects or decisions.
   

• Track Progress Efficiently: Use saved pages as a personal checklist to revisit content, monitor updates, or review materials systematically.
   

• Prepare for High-Volume Support: Bookmark frequently used articles during product launches or peak support periods to respond faster and more consistently.

Example:

A support agent is onboarding with a new product and frequently refers to setup guides and troubleshooting articles. By saving these pages using the Save for Later feature, the agent can quickly access them from the Saved tab without having to repeatedly search the knowledge base, improving productivity and efficiency.

Steps to Save a Page for Later

Step 1: Open a Page

Navigate to the page you want to save in your knowledge base.

Step 2: Click the Save for Later Icon

In the top-right corner of the page, click the Save for Later (bookmark) icon.

Step 3: Confirm Page Saved

A green success message appears at the top of the screen, indicating the page has been successfully saved.

Step 4: Access Your Saved Pages

• Click the Saved tab located at the bottom-left corner of your screen.

• Your saved pages will appear in the Saved Articles list for easy access.

Steps to Remove a Saved Page

If you no longer need a saved article, you can remove it from your saved list.

Option 1: Remove from Page

• Open the saved page.

• Click the Saved (bookmark) icon again in the top-right corner.

• In the confirmation pop-up, click Remove.

• A success message appears, confirming the page has been removed.

Option 2: Remove from Saved Articles List

• Go to the Saved tab.

• Click the remove icon next to the article you wish to delete.

• The page will be removed from your saved articles immediately.

That’s all about saving and managing pages using the Save for Later feature in ProProfs Knowledge Base. Please contact our support team if you encounter any issues or questions.