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Helios Help Center
Smart Bookmarks
Bookmarks is your personal reference management workspace inside Helios. Save important catalog pages, files, and references into organized collections so key information is easy to find later. Instead of scrolling through a long catalog or manual every time you need a specific section, bookmark the exact page and jump back to it instantly, organized into named collections for easy retrieval.This feature is especially useful for teams that regularly reference specific pages in vendor catalogs, SOPs, tooling specs, or safety guides.
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👥 Who Is It For?
🏭 Businesses
Shortlist tooling references, approved products, and supplier pages your team needs to access regularly. Organize by project, machine, or job type.
🛠️ Experts
Build a curated library of catalog references organized by client engagement or specialty area. Pull up all relevant references instantly during client work.
🎬 Video Tutorial
⭐ Key Features
Save catalog pages directly from the Document Viewer
Save files from Helios Drive
Organize bookmarks into custom named collections with column filtering
Search across your collections from the left sidebar
Personal - visible only to you, organized the way your workflow requires
PageWeaver - compile bookmarked pages into a single custom PDF
🏷️ Key Terms
BookmarkA saved reference to a specific page within a document or catalog.
CollectionA named folder grouping related bookmarks together (for example, CNC Mill Setup, Coolant Maintenance Project).
Bookmark Title The label given to a saved bookmark for easy identification.
PageThe specific page number within the document that was bookmarked.
Document PreviewA thumbnail image of the bookmarked page shown in the bookmark list for quick visual reference.
PageWeaverCompiles bookmarked pages from multiple catalogs into a single custom PDF.
🖥️ Understanding the Page Layout
The Bookmarks page is divided into two areas:
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Left sidebar panel: Lists all your bookmark collections with their item counts. A search bar at the top lets you find a specific collection by name. The + button next to the search bar creates a new collection.
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Main content area: Defaults to Grid view (folder cards with item counts). Switch to List view using the icons in the top-right. A + New Collection button also appears in the top-right corner.
📂 Inside a Collection
Clicking a collection opens it and shows a table with the following columns: Bookmark Title, Page, Document Preview, Document Title, and Created Date. A filter icon lets you narrow the list, and a PageWeaver button opens all bookmarks in the collection directly in the viewer.
🔑 Step-by-step Guides
How to Access Bookmarks
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Click Bookmarks in the left navigation panel under Productivity.
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The left panel displays all your bookmark collections.
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Click any collection to view its bookmarks in the main area.
How to Create a New Collection
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Go to Bookmarks.
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Click the + New Collection button in the top right.
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Enter a name for the collection (for example, Coolant Maintenance Project or CNC Setup References).
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Click Create . The new collection will appear in the left panel.
How to Add a Bookmark
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Navigate to Helios Drive or Catalogs+ and open the document or catalog you want to bookmark.
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In the document viewer, navigate to the specific page you want to save.
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Click the bookmark icon that appears at the top corner of the document page.
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A prompt will ask you to assign the bookmark to a collection and give it a title.
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Select or create the target collection and confirm to save.
How to View a Bookmarked Page
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Go to Bookmarks and open the relevant collection.
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The list shows each bookmark with its title, page number, document preview, document title, and the date it was created.
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Click any bookmark to be taken directly to that page in the document viewer.
How to Organize Bookmarks
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Use the search bar at the top of the Bookmarks panel to find a specific bookmark by name.
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Use the + icon next to the search bar to add a new bookmark directly from the Bookmarks page.
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Switch between grid view and list view using the icons at the top right of the main area.
How to Use PageWeaver
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In the left navigation sidebar, click Bookmarks under the Productivity section.
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Select a collection from the left panel or main grid to open it.
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In the top-right corner of the collection view, click the PageWeaver button. This stitches all the bookmarked pages in that collection together and opens them in a unified document viewer.
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Use the left thumbnail panel to see all your bookmarked pages compiled in sequence. Click any thumbnail to jump directly to that page in the main viewer.
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To print the weaved pages, click the Print button (printer icon) in the toolbar to send the stitched collection to your printer or save it as a PDF.
⚡ Collection Quick Actions
Hovering over a collection in the sidebar reveals a three-dot menu (···) with options to manage it.
Rename
Updates the title string of the selected collection.
Delete
Permanently removes the collection from the sidebar element view.
❓ Frequently Asked Questions
Can I bookmark a page from any document in Helios Drive or Catalogs+?
Yes. As long as the document is viewable in the Helios document viewer, you can bookmark any page.
Can I share a collection with a teammate?
Bookmarks and collections are currently personal to your account. To share references with your team, save documents or catalogs to Helios Drive, which is accessible to your team members. You can also use PageWeaver to create a custom PDF of your collection and upload it to Helios Drive.
Can I rename a collection?
Yes. Click the three-dot menu next to the collection name in the left panel and select Rename.
How many bookmarks can I save per collection?
There is no fixed limit. You can add as many bookmarks as needed to each collection.
What is PageWeaver?
PageWeaver compiles bookmarked pages from multiple catalogs and documents into a single custom PDF, ideal for building tooling reference sheets or client deliverables.
🔧 Troubleshooting
I can't find a bookmark I saved.
Use the search bar at the top of the Bookmarks panel to search by bookmark title. Make sure you are looking in the correct collection.
The bookmarked page opens to the wrong page.
The bookmark is linked to the exact page number at the time it was saved. If the document was re-uploaded or updated, page numbers may have shifted. Re-bookmark the correct page.
The document preview thumbnail is blank.
This may occur if the document is still processing. Refresh the page or wait and try again.
I don't see the bookmark icon when viewing a document.
Ensure you are viewing the document in the Helios viewer. The bookmark icon appears while hovering over or viewing a page in the viewer.
💡 Tips for Getting the Most Out of Bookmarks
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Create collections by project or topic (for example, Coolant Maintenance Project, CNC Mill Setup) to keep related bookmarks grouped and easy to find.
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Use the PageWeaver button inside a collection to create a custom PDF of your collection so you don't have to browse back to the original documents.
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The page number column makes it easy to know exactly where a bookmark lives in a large catalog without opening it first.
