Creating & Capturing Notes

Workflows that focus on building new notes, capturing content, and starting your documentation process

• Creating a Blank Note
• Creating a Note from a Template
• Managing your Templates
• Copy and Paste from OneNote to Notebook
• Add Smart Summaries to Notes
• Add Images to Notes
• Annotate Research Docs, Share Snippets & Send them to Notes

Creating a Blank Note

Step 1:

• Click the Notebook Icon in the left-hand side bar
• Click "New"
• Add a title and content to your note

Step 2:

• Highlight a relevant portion of text within a document
• Select the "Note" icon
• Click "Create New Note"

Creating a Note from a Template

• Click the down arrow next to the "+ New" Notebook Icon in the left-hand side-bar
• Select "Templates" from the drop-down menu

• Select the template you'd like to use by hovering over the preview image and selecting "Use Template"

• Customize the content in your template

Managing your Templates

• Click the down arrow next to the "+ New" Notebook Icon in the left-hand sidebar
• Select "Manage Templates" from the drop-down menu

To Create a New Template:

• Click "New Template" button in top right-hand corner
• Select a template you want to use as a jumping-off point, or start from scratch using "Blank Template" option
• When you're done customizing your template, click "Save" in upper-hand corner
• New templates created will default as private for you, but you can share with colleagues by clicking the person icon and typing in recipient names with whom you wish to share this template

To Manage a Template:

• You can only edit or delete a template in which you are the owner
• To edit a template, hover over the template preview and select "Edit" to edit the content of the template. Make sure to save your changes.
• To delete, hover over the template preview and select "Delete" and then confirm by clicking "Delete Forever".
• To share a private template, click the person icon, switch the toggle on, and type in the recipient names with whom you wish to share this template.

Expert Tip: Type in "Everyone" to allow all AlphaSense users in your organization to access this template.

Copy and Paste from OneNote to Notebook

You can seamlessly copy (CTRL+C or right click > copy) and paste (CTRL+V or right click > paste) text from any page in OneNote to Notebook for improved content aggregation and discoverability.

Formatting will carry over on copy / paste.

Add Smart Summaries to Notes

To create deliverables faster, with embedded citations back to the source material, you can directly add any Smart Summary (from Search, Company, or Industry) to your notes.

• Create earnings updates instantly by embedding Company Smart Summaries from transcripts and research into a note and sharing with your team.
• Develop a perspective on a new industry in minutes by adding Industry Smart Summaries into Notebook and then adding your thinking.
• Effortlessly add fully verifiable answers to your most pressing business questions to your notes using Search Summary.

To Add a Smart Summary:

• Start by selecting the “Share” icon at the bottom of a Smart Summary

• Mouse over “Add to Note…”

• Select an existing note, create a new note, or use the magnifying glass icon to search for a specific note.

To View the Note:

• Select “View Note” which directly transfers you to the Notebook tab.

Add Images to Notes

You can bring any image (graphs, diagrams, slides, etc.) into your notes by copying (CTRL+C or right click > copy) and pasting (CTRL+V or right click > paste) the image into your note. You can also add screenshots directly into your notes as well should copying and pasting from various sources be unavailable.

​For images in AlphaSense, screen-clip the image then paste it your notes.

• Copy & paste shortcut > Windows users: windows + shift + S; Ctrl + V
• Copy & paste shortcut > Mac users: Command + shift + 4; Command + V

You can also utilize the "Add Image to Note" functionality. This is where you can adding an image directly to a note via Image Search or from the image itself. This functionality also inserts a source citation below the image which links back to original document for future reference.

Annotate Research Docs, Share Snippets & Send them to Notes

Starting from any document, you can send snippets of text to a note by selecting the text. Once the text has been selected, the following box will appear:

Using the prompts in this box, you can:

• Record and highlight your insights as you research using the color selector. Add an associated label to any color with one click.
• Comment on insights to review for yourself or your teammates via the chat icon.
• Send snippets of text from AlphaSense documents straight to your notes (the "document +" icon).
• Share the highlighted snippet link with your team or colleagues via the paper-link icon.

When searching in AlphaSense, you can filter your content based on highlight labels and colors under the "More Filters" section at the bottom of Vertical Filters:

Using the split view function, you can continue to conduct research in the platform and update the note as you find more important information or get new ideas. Select a snippet from the hits pane, then click "Add to Open Note" and the snippet will be pasted into the note.