Introduction

Bookmarks in SiteView let you save and instantly reload specific project views—including layout, capture, annotations, and viewer settings—so you can access predefined views with the exact configuration you set. They help teams stay aligned during coordination meetings, inspections, and issue tracking.

You can create Personal Bookmarks for private use, or Team Bookmarks that are shared across all invited SiteView users. Bookmarks are especially useful for:

• Organizing project layouts – Save and share consistent views across personal and team lists.
• Launching workflows – Instantly load predefined configurations for meetings or site reviews.
• Managing issues and tasks – Link directly to specific BIM model views and annotations for quick resolution.

Access Bookmark

To open the Bookmarks panel:

1. Click theBookmarks in the left menu.
2. The panel displays two tabs:
   • Personal – View and manage bookmarks saved privately.
   • Team – View bookmarks shared with all SiteView users.

Bookmark Permissions

Note: SiteView Observers and users with public access can view bookmarks but cannot create or modify them.

Add a Bookmark

To create a new bookmark:

1. Adjust the view in SiteView to the layout, angle, or data you want to save.
2. Click the Bookmarks in the left menu, then select either the Personal or Team tab, depending on who should have access to the bookmark.

   Note: Personal bookmarks can be moved to the Team list later, but Team bookmarks cannot be converted back to Personal.

3. Click + Add Bookmark.

   Note: If you are creating a bookmark for the first time, you’ll see “Add Your First Bookmark” instead of + Add Bookmark.

4. In the pop-up window, configure the bookmark:
   • Name: Enter a descriptive name
   • Capture: Choose one of the following:
     • Keep current capture
     • Always use the latest capture
     • Select a specific date
5. Click Create to save the bookmark. It will now appear in the selected bookmark list and can be accessed at any time.

Manage Bookmarks

All bookmark management options are available from thethree-dot menu next to each bookmark.

You can perform the following actions:

• Edit – Update the bookmark name or capture settings.

  Note: When editing a bookmark, make sure your current view is set as intended. The bookmark will update to reflect the exact view displayed at the time you save the changes.

• Copy Bookmark URL – Copy a link to share with others.

  Note: Only Team Bookmarks are visible to other SiteView users.

• Move to Team – Converts the bookmark to the Team list (available only for personal bookmarks)

  Note: Team bookmarks cannot be moved back to Personal.

• Delete – Permanently remove the bookmark from the list.