---
title: "Bookmarks: Organize, Share, and Take Action on Key Moments"
description: A Bookmark is a saved clip from a government meeting in Cloverleaf. These clips can include your notes, be organized into folders, and shared with others. Bookmarks are accessible anytime from the Bookmark tab on the left side of the page.
---

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# Bookmarks: Organize, Share, and Take Action on Key Moments

## A Bookmark is a saved clip from a government meeting in Cloverleaf AI. These clips can include your notes, be organized into folders, and shared with others. Bookmarks are accessible anytime from the Bookmark tab on the left side of the page.

<iframe src="https://www.loom.com/embed/231aa5098a4f43a7a1d5e3a9b3b7d0f7" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

### **Creating a Bookmark**

- Navigate to a meeting page and click the **Bookmark icon** (![image-png-Aug-14-2025-09-36-32-0197-PM](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Aug-14-2025-09-36-32-0197-PM.png?width=13&height=12&name=image-png-Aug-14-2025-09-36-32-0197-PM.png)) on any keyword tile.

![image-png-Feb-12-2026-03-36-37-9693-PM](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Feb-12-2026-03-36-37-9693-PM.png?width=533&height=207&name=image-png-Feb-12-2026-03-36-37-9693-PM.png)

- A popup window will appear. Here, you can: 
    - Add **notes** to describe why the clip is relevant
    - **Tag teammates** to share the clip with them directly
    - Choose to save the clip to an **existing folder** or click **Create New Bookmark** to start a new folder

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Feb-12-2026-05-00-55-5843-PM.png?width=521&height=352&name=image-png-Feb-12-2026-05-00-55-5843-PM.png)

- Click **Save**. Tagged users will receive an email notification with your notes and a direct link to the clip.

 

---

### **Organizing Your Bookmarks**

We recommend organizing your bookmarks based on your sales goals, region, or focus areas. For example:

- Create separate folders for each **state or region** you’re responsible for
- Group clips by **topic** (e.g., broadband, cybersecurity, infrastructure)
- Add **notes** for reminders or next steps

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-10-2026-05-12-01-0308-PM.png?width=585&height=366&name=image-png-Mar-10-2026-05-12-01-0308-PM.png)

When saving a clip, you can choose to make the folder **Public** (visible to your entire organization) or **Private** (only visible to you). Use the toggle at the top of the folder to change the visibility.

You can add Notes to each moment to remember where you left off or next steps for your team.

To download your saved clips, click **Export Bookmarks** on the top right of the Bookmarks page. This creates a CSV file with your notes and links.

![Screenshot 2024-09-09 at 11.32.32 AM](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202024-09-09%20at%2011.32.32%20AM.png?width=153&height=57&name=Screenshot%202024-09-09%20at%2011.32.32%20AM.png)

---

### **Sharing Bookmarks with Teammates**

When creating or editing a bookmark:

- Use the **“Tagged Users”** dropdown to select one or more teammates in your organization.

 

- Those users will immediately receive an **email** that includes: 
    - Who shared the clip
    - Your notes
    - A **“View The Clip”** button to access the moment instantly

![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-4.png?width=670&height=405&name=image-png-4.png)

You can always see who you’ve tagged in a clip by opening the Bookmarks folder and looking at the far-right column next to each clip.

![image-png-Feb-12-2026-03-24-32-4234-PM](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Feb-12-2026-03-24-32-4234-PM.png?width=670&height=331&name=image-png-Feb-12-2026-03-24-32-4234-PM.png)

---

### **Bookmark Page Overview**

On the Bookmark page (found via the left toolbar), you’ll see:

- A list of all your folders
- The **clips** inside each folder
- **Notes**, **tagged users**, and share/export actions for each clip
- A **Public Folder** tab at the top to browse bookmarks created by others in your organization

You can’t edit someone else’s clips, but you can view, share, or export them.

![image-png-Feb-12-2026-03-24-00-5935-PM](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Feb-12-2026-03-24-00-5935-PM.png?width=670&height=200&name=image-png-Feb-12-2026-03-24-00-5935-PM.png)

---

#### **Key Actions with Bookmarks**

 

| **Task** | **How To Do It** |
| --- | --- |
| **Create a new bookmark** | Click the Bookmark icon on a keyword tile in a meeting |
| **Add notes or tag teammates** | Use the popup window to enter notes and select users before saving |
| **Organize into folders** | Save to an existing folder or create a new one from the popup |
| **View all bookmarks** | Click the Bookmark icon in the left-hand toolbar |
| **Export bookmarks** | Use the Export Bookmarks button to download a CSV |
| **See public bookmarks** | Click the “Public Folder” tab to view folders shared by teammates |

 

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