What is a Bookmark?

A bookmark is a library of previously stored meeting clips.

What is a Bookmark? 

You can navigate to your stored bookmarks by clicking on the Bookmark icon from the toolbar on left hand side of any page (see below).

Creating your first bookmark:

Navigate to the meeting page and click on the Bookmark icon on any keyword tile.

 

Screenshot 2025-04-11 at 10.20.29

A new window will popup where you can add notes, tag other users in your org, create a new bookmark or save to an existing bookmark folder. 

Before saving our first clip, we want to share this clip with one of our other team members. If you click on the tagged users section, you will have a dropdown menu of all other users within your organization who you can share this clip with.

After tagging a user(s) you’ll want to add notes in the section below.

Now that we’ve organized our clip how we want it, we will save it to a new bookmark.

To save a clip to a new folder click on “Create New Bookmark” at the bottom of the popup window.Screenshot 2025-02-04 at 3.43.50 PM

Once saved you can find all your stored folder by navigating to the Bookmark page  

From the Bookmark page you can see all your previously created bookmarks, along with the stored clips, any additional notes and tagged users. Similar to the Campaigns page, you are able to edit, share, delete, and export clips to a .csv.

You also have the ability to see what everyone else in your organization is creating by navigating to “Public Folder” at the top of the Bookmark page.

You will not be able to edit any of their clips but you can view, share, and export.

Questions? Please reach out to support@cloverleaf.ai