When you open a definition or reference in the Definely side panel, the card gives you a set of tools to help you manage, navigate and search that information without losing your place in the document.
Bookmarking important information
You can save terms and references you use frequently by clicking the bookmark icon on any card. Bookmarks are preserved when you close and reopen the document, so you get continuity across your review sessions without having to set them up again.
To access your bookmarks:
Click Bookmarks to view all your saved items while you're still in the current session.
If you've reopened the document in a new session, visit the Bookmark tab in the Definition Report to view your bookmarked definitions, or in the Reference Report to view bookmarked references.
Controlling your view
You can manage screen space while keeping important information accessible:
Minimize and maximize cards by clicking on the card's header bar.
Pop cards out into a separate window to view them on another screen or alongside your document. Click the same icon to pop the card back into the side panel when you're done.
Navigating your document
Two arrows in the panel help you move around your document without losing your place:
Use the Go to arrow to jump directly to the root definition or reference within your agreement.
Click Go back to return instantly to the provision you were reviewing.
This means you can explore related content freely, knowing you can always return to the clause you were originally working on with one click.
Searching within cards
You can search for key terms within any information loaded in the side panel. When you search, your results will be highlighted in yellow, making it easy to find specific content within long definitions or references.
For example, if you have a lengthy cross-referenced clause, you can simply search for a specific term to jump straight to the relevant section, rather than scrolling through the full text.
Tracking term usage
For definition cards, you can scroll through every instance of how a term is being used throughout your document:
View matching cases to see where the term appears correctly capitalized.
View non-matching cases to identify where the term may have been used in lower case instead (for example, "Interest Period" versus "interest period").
This is a quick way to maintain consistency across long documents and catch potential drafting errors before the agreement goes out.
