Creating your firm Tickmarks

In addition to the standard Tickmarks provide, you can also create Tickmarks for your firm through the firm settings:

To create your own firm Tickmarks, simply:

1. Navigate to the firm settings from your toolbar;
   
   
   

2. Select the Tickmarks menu to expand the details;
   
   

3. At the bottom of the Tickmarks menu you will see the option to add new Tickmarks;
   
   
   

4. First, select the symbol for your Tickmark;
   
   
   

5. Provide your Tickmark with a description;
   
   
   

6. Select the files you want the Tickmark to be available for use;
   
   
   

7. Then select the Add new Tickmark button;
   
   
   

8. Once added, you can update the colour of the Tickmark, as well as disable or remove it. Hover over the Tickmark to reveal the Colours, Disable and Remove buttons.