The Notes page: Staying on top of your annotations

This article explains how to manage your annotations from the Notes page.

You might find that you have a large number of annotations on documents throughout your workspace. On the Notes page, you can access and edit all of your annotations from one location.

From your workspace, the Notes page can be accessed by clicking on the Notes tab.

Notes page layout

All annotations that you have access to in your current workspace will be displayed on the left-hand side of the page in a vertical list.

The layout of the Notes page.

On the right-hand side of the page is a large Document Preview window. When you select an annotation, this window will display the document to which that annotation is attached.

Above the list of annotations are several tools for filtering and organising your annotations. 

Notes page tools

Let’s look at the different tools which you can use to manage your annotations.

Group by: By clicking the arrow next to the Group by box, you can select from a number of options which will allow you to reorganise the way you view your annotations. By default, your annotations will be arranged according to Date. You can also group them by Tags, Author, Highlighted Text, and Document.

Filter: Using the Filter menu, you can filter your annotations by the day on which they were created, and by author. You can also choose whether or not to display resolved annotations.

Tags: In addition to filtering annotations by day and author, there is a separate Tags button, which allows you to filter your annotations in accordance with the Tags that you have applied to them. The Tags button is located at the top right of the page. Clicking the Tags button will display all of the Tags which you have access to on the workspace.

Clicking on the Tags button displays all Tags on the workspace.

You can then apply Tag filters by clicking on one or more of these Tags and selecting whether you wish to Require, Include, or Exclude them from the filter.

Require: Annotations will be displayed if and only if they have this Tag applied.

Include: Annotations will be displayed if they have this Tag applied. This option allows you to display a selection of annotations with different Tags.

Exclude: Annotations with this Tag will not be displayed.

You can reset your filter selections using the Reset button on the right hand side of the list of Tags. You can also filter document Tags in the same way.

Find Text: The Find box, located at the top-right of the page, allows you to search for words or phrases within the annotations displayed. The X button will reset the search.

Export: You can export information from the Notes page using the Export button, located at the top-right of the page. Clicking the Export button opens a dialog box which allows you to export either the annotations themselves, or the tagged text. This information will be exported for all of the annotations currently displayed on the page.

Editing your notes

You can edit all of your annotations from the Notes page. To do so, first select the annotation which you would like to edit, and then choose from the various options which appear in the grey tab above it: Reply, Resolve, Edit, Delete, and Export.

Reply: Opens a window which allows your to attach a reply to the annotation.

Resolved: Allows you to mark this annotation as 'Resolved'. Once an annotation has been marked as Resolved, the option to 'Reopen' the annotation will appear in the grey tab.

Edit: Opens the Annotation Editor, which allows you to edit various aspects of the annotation, including the text, Tags, and links.

Delete: Deletes the selected annotation from the document.

Export: Exports the selected annotation, along with any replies, as a spreadsheet. 

Any changes which you make will be applied to your annotations as they appear on both your documents and the Notes page.

If you have any remaining questions, please see our related articles on the right. If you don't find what you're looking for, you can contact us by clicking the Help button or selecting Submit a request.

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