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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;
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  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;
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  7. Then select the Add new Tickmark button;
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  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.
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