Arctera™ Insight Personal Archive Help

To create a note manually

1. Open the InsightBook.
2. In the Notes panel, do any of the following:
   

   • If you are adding a note for the first time, click Add note.

   • Click the Plus icon.

     

   • Enter a unique note title up to 250 characters.

   • Enter a description for this note.

   • Toggle the Private Note? switch to the right to make the note private.

     Note: In a shared InsightBook, co-workers can view all notes added by the author unless they are marked as private. When notes are shared with an InsightBook, only the author can delete them or change their privacy setting. Notes in default folders (Week in Review and Return from Vacation) cannot be set as private.

3. Click Save.

To create a note from AI generated responses

1. Open the InsightBook.
2. In the middle panel, enter a prompt to query the information you need from InsightAI.
3. After receiving a response, click Save to Notes! in the response panel.
   
4. If required, Toggle the Private Note? switch to the right to make the note private.

   Note: In a shared InsightBook, co-workers can view all notes added by the author unless they are marked as private. When notes are shared with an InsightBook, only the author can delete them or change their privacy setting. Notes in default folders (Week in Review and Return from Vacation) cannot be set as private.

5. Click Save.