Save and Share Reference Detail

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Save Detail

Click the ribbon icon button, and then select Save Result to save the reference detail result for future reference.

SF-RefDetail-SaveShareMenu-Save.png

  1. Name the reaction detail and select whether to apply an existing tag or create a new one. You may click a color to assign it to the tag.

    Notes:
      • Tags names are not case sensitive; for example, if you have existing tag named "For Review" that uses green, attempting to create new tag named "for review" with the same color just applies the existing "For Review" tag.
      • Naming a tag using an existing tag name but different color creates a new tag.
  2. Click the Save button.

    _SFn-ReferenceDetailScreen-SaveResultWindow.png

The saved result will appear on the Your Saved Items page.

Share Detail

To share a reference result's detail by email:

  1. Click the ribbon icon, and then select Share Results.

    SF-RefDetail-SaveShareMenu-Share.png

  2. In the Share Results window, enter the desired email addresses and an optional message that will appear in the body of the message, and then click the Send button.

    SF-ShareResultsWindow.png

    SF-ShareResults-ExampleEmail.png