Summary

The Notes Page acts as a central library for all of the annotations or notes a user has access to, whether they are made by you or others in your team, allowing for quick review and analysis. 

We've set out to use the Notes Tab below for reviewing notes based on various characteristics, such as the type of document the note was created on, any tags are applied and who the author or recipient of the note was. 

More information on how to create Annotations or Notes can be found here.

Using the Notes Tab

  1. Apply a Filter - Use either the Shortcut Icons to apply a pre-prepared filter or the Filter Options on the left to apply a bespoke filter. 
    1. Shortcut Icons - Press one of the five icons to apply the relevant filter and display:
      1. All Notes - All notes you have access to.
      2. My Notes - All notes created by you.
      3. Transcripts - All notes created on a Transcript.
      4. Documents - All notes created on a Document.
      5. Characters - All notes associated with a Character (if applicable).
    2. Filter Options - Press the + icon on the Filter option to expand and select the relevant element to be included in the filter:
Filter OptionActionOptions
DocumentsChoose which folders the filter should be applied toAll, None or a custom selection
TranscriptsChoose which transcripts the filter should be applied toAll, None or a custom selection
Note TagsChoose if any Note Tags should be included in the filterAll, None or a custom selection
AuthorsChoose which Authors should be included in the filter (Authors of note replies won't be classed as an Author)All, None or a custom selection
RecipientsChoose which Recipients should be included in the filterAll, None or a custom selection
Note PropertiesChoose if any Note Properties should be included in the filterAnnotations with text, without text or links without text
Note CharactersChoose if any Character notes should be included in the filterAny available characters (if created)
Document TagsChoose if any Document Tags should be included in the filter All, None or a custom selection
ChronologyChoose if any Chronology notes should be included in the filterShow only chronology items, hide all chronology items or display chronology items

  1. Managing Results - Once the filter has been applied, users can change the view of the results using the General Options and Sort By dropdowns in the toolbar: 
    1. General Options
      1. Sorting - Toggle to change the direction of the applied sort.
      2. Expand All - Toggle to expand the results. Results are collapsed by default.
      3. Lines above/below - Select the number of text context lines shown.
    2. Sort By - Pick from the dropdown to confirm how the results should be sorted. Default order is the Date of the note, oldest to newest.
  2. Reviewing Results - Press the + icon to the right to view all notes under the entry. For each note, the core document metadata and thumbnail will be shown, alongside any text the note is attached to and the note itself, including any associated Note Tags. 
    1. Transcript Audio - If a note is made on a transcript where audio is available, press the Play arrow above the note to listen to the relevant highlighted section. 
  3. Results Actions - Apply various actions to either all notes or a custom selection: 
    1. Select Notes - Tick the checkbox to the left of the note entries to include or remove from the selection. This can be at a per entry or note level, and all notes in the filter will be ticked to be included by default. 
      1. Tick the master checkbox at the top to select / de-select all notes. 
    2. Tools - Press the Tools dropdown in the top right to select the relevant action to apply to the selected notes: 
      1. Delete Selected Notes - Permanently delete the selected notes for all users. 
      2. Export Report - Export a PDF, Word or Excel report of the selected notes. 
      3. Export Documents - Export the annotated documents.  
      4. Export Documents (Annotated Pages Only) - Export the only the annotated pages from the documents. 
      5. Tag Documents - Apply Document Tags to the annotated documents.
      6. Tag Notes - Apply Note Tags to the annotated documents.
      7. Share Notes - Grant or remove access to notes.  
More information on how to:
    - Export Note Reports can be found here.
    - Export documents can be found here.
    - Create Document Tags can be found here.
    - Create Note Tags can be found here.
    - Share notes can be found here.