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User Guide to My Bookmarks

Back to Top What is My Bookmarks?

My Bookmarks allows you to create shortcuts to institutions and save searches for future reference.

The shortcuts take you to the most up-to-date information for that institution or search, it does not save the data you see when you save the shortcut.

You can also add your own comments to each shortcut.

Back to Top Who can see my shortcuts and comments?

Only you can see the contents of My Bookmarks.

Back to Top What can I add to My Bookmarks?

You can add any page of an institution entry and any results page from all nine of the Bankersalmanac.com searches.

Back to Top How many shortcuts and folders can I save?

There is currently no limit to the number of items you can save to My Bookmarks.

Back to Top I’ve lost my automatic log-in to Bankersalmanac.com, what happens to my shortcuts?

Your shortcuts will be available to you when your access is reset.

Back to Top How do I access the shortcuts I have saved?

All your shortcuts are saved in folders, in the My Bookmarks section of the website.

You can access My Bookmarks from the Profile page, or from the My Bookmarks link in the site’s navigation bar.

  • Click the name of the folder where you saved the shortcut you want to access.
  • Your shortcuts will be listed in alphabetical order.
  • Click the title of your desired shortcut
  • You will go straight to the latest information for that institution page or saved search.

Back to Top How do I save an institution to My Bookmarks?

  • At the top of every institution page there is a “Save to My Bookmarks” link.
  • Clicking the link will take you to the bottom of the page where you will find a form.
  • Each shortcut needs a title and to be put in a folder. Comments are optional.
  • The default title for adding a shortcut tells you which page of an institution’s entry you are adding to My Bookmarks, for example “The Royal Bank of Scotland plc - SSI & Payments.” You can overwrite this with your own title if you wish.
  • The first time you save a shortcut you will need to add a folder, if you do not do this, you will be prompted to do so.
  • You can add a folder by selecting “Add new folder” from the “Folder” dropdown menu, a new field will appear where you can add the folder’s name
  • Once you have entered all the details you require, click “Save” to save your shortcut.

Back to Top How do I save a search?

  • At the top of every search results page there is a “Save this search” link.
  • Clicking the link will take you to the bottom of the page where you will find a form.
  • Each saved search needs a title and to be put in a folder. Comments are optional.
  • The default title for saving a search tells you the search you are saving, with the criteria you have searched on, for example “Institution Search results for Spain. Banks only.” You can overwrite this with your own title if you wish.
  • The first time you save a shortcut you will need to add a folder, if you do not do this, you will be prompted to do so.
  • You can add a folder by selecting “Add new folder” from the “Folder” dropdown menu, a new field will appear where you can add the folder’s name
  • Once you have entered all the details you require, click “Save” to save your search.

Back to Top What can I do in the My Bookmarks section?

In the My Bookmarks section you can:

  • Access the shortcuts you have saved.
  • Move individual or multiple shortcuts to a different folder.
  • Delete individual or groups of shortcuts.
  • Edit your shortcuts and associated comments.
  • Add, rename and delete folders.

Back to Top How do I delete or move a shortcut?

You can delete a shortcut:

  • By clicking the “Delete” button at the bottom of the page you saved to My Bookmarks.
  • From within a folder in the My Bookmarks section.
    • Use the checkboxes to the left of the list of shortcuts to select the shortcut/s you want to delete.
    • Click “Delete”, which is located at the top and bottom of the list of shortcuts.
  • By clicking “Delete” whilst editing a shortcut in the My Bookmarks section.

You can move a shortcut:

  • By selecting a different folder in the “Save To Folder” option at the bottom of the page you saved to My Bookmarks and clicking “Save”.
  • From within a folder in the My Bookmarks section.
    • Use the checkboxes to the left of the list of shortcuts to select the shortcut/s you want to move.
    • Select the folder you want to move the shortcuts to from the folder dropdown list, which is located at the top and bottom of the list of shortcuts.
    • Click “Move”.
  • By selecting the relevant folder whilst editing a shortcut in the My Bookmarks section and clicking “Save”.

Back to Top How do I add a folder?

  • You can add a folder whilst saving a shortcut by selecting “Add new folder” from the “Save To Folder” dropdown menu, a new field will appear where you can add the folder’s name.
  • At the bottom of the list of folders in My Bookmarks there is an option to create a new folder.

Back to Top How can I tell if a page I visit is already saved to My Bookmarks?

The “Save to My Bookmarks” and “Save this Search” will have changed to “View My Comments” and will be in bold.

There is also a permanent "Shortcut Saved" or "Search Saved" above the form where your comments are located