How to pin a document

Bookem allows you to pin notes to the top of your notes list for easy access.

Here's how

  • Find the client's profile by searching in Clients

  • Navigate to the 'Documents' tab

  • Locate the document you want to pin

  • Click the three dotted kebab on the right

  • Click on 'Pin'

  • Your document will now be pinned to the top

Learn more