Navigating, Organizing & Searching Notes

Focuses on how to locate, sort, and structure notes efficiently

• Accessing Notes
• Searching Notes
• Filtering Notes
• Organizing Notes with Folders
• Opening Attachments in Notes
• Creating a Notebook Compliance Report

Accessing Notes

To open your Notes, either:

• Select the "Notebook" icon from the left-hand sidebar

• Select "Notebook" from the upper right-hand corner when viewing a document

Searching Notes

By using the Keyword and company search bars, you can quickly search for notes using the same smart synonym tech that drives our industry-leading search engine. In-notebook search bars also support boolean search operators, so you can search within your Notes with greater specificity.

Filtering Notes

Shortcuts and filters help you keep notes organized by common themes, while filters allow you to quickly sort notes by key characteristics like date updated, tags used, author, and ownership.

Organizing Notes with Folders

With private folders, you can organize your notes and notes shared by others by subject, theme, project, or whatever method makes the most sense for you--quickly and easily.

• To create a folder, select the "+" icon next to the Folders section of the sidebar menu and give it a name.

• You can add shared or private notes to a folder by clicking "select folder"

• To rename your folder, make a duplicate, or add a new note, hover over the folder name and clicking the three-dots

• You can re-order folders by dragging and dropping within the sidebar

• To manage your folders click the three dots to access the manage folder screen where you can create, reorder (by dragging folders), copy, hide, delete, and rename folders.

• You can also copy folders with the copy folder option. Here you can copy existing folders. Or, create private copies of shared notes in bulk by copying folders for your own archival.

• Lastly, you can declutter your old folders without having to manually reorganize your notes inside. With the Delete Folder option, you can consolidate your folder, delete your folder without losing notes, or delete your folders and your own notes inside.

Opening Attachments in Notes

You can directly open file attachments in Notebook without switching to search by simply clicking on a link or hyperlink in your note.

Creating a Notebook Compliance Report

Compliance teams and portfolio managers can now obtain user activity records to meet compliance requirements and track internal content creation trends across their team.

Usage and integration reporting we currently support:

• Metadata Reports - Includes content ID, title, creation date, last updated date, URL, note owner, shared users, shared groups, CUSIP, ISIN, tag, group tag, content type (email-in, file, typed note, etc), published state of note, and number of attachments (note & email-in).
• Content Reports - Contains copies of note, files, and attachment that user has created in AlphaSense.
• End-of-Day Report Summaries - Metadata report is embedded directly in the email.