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Searching Your Library

  • Enter a keyword in the top right-hand search box to find documents as you type
  • This search includes global notes and tags by default
  • Filter by clicking the arrow and selecting from the drop down list


Creating Folder & Sub-Folders

  • Right click anywhere in the left hand pane to create folders and sub-folders.
  • Drag and drop files into folders

Tip: Start with search to help find things quickly
The real usefulness of folders is for reducing the scope of your search


Using Tags

  • Select a document and add tags in the right hand details pane
  • Search for tag names to find a group of documents easily
  • Tags are similar to folders, however, it’s easier to add lots of tags to a document than it is to drag it into several folders