Arctera™ Insight Personal Archive Help
- Getting started
- About Arctera Insight Personal Archive
- Prerequisites for Insight Personal Archive
- Compatibility and the latest updates
- Known Issues
- Accessing new Arctera Insight Personal Archive portal
- Logging in
- About Email Continuity
- About legacy data
- Setting application preferences
- Resetting a forgotten password
- Changing your message view
- Managing archives and archived messages
- Managing InsightBooks
- Managing searches
- About Insight Personal Archive Search
- Using Quick Search
- Using Advanced Search
- Using folder search
- Creating a new search
- About Hit Highlighting
- Search syntax
- About stop words and special characters in searches
- Boolean operator searches
- Wildcard searches
- Proximity searches
- Double-byte character set searches
- About enhanced searches in Japanese
- Using Search Filters
- Creating Saved Searches
- Updating Saved Searches
- Deleting Saved Searches
- Searchable attachment types
- Insight Personal Archive Search FAQs
- Managing tags
Creating Notes in InsightBooks
You can create notes in an InsightBook in two ways:
By manually adding a note in the right panel.
By saving AI-generated prompts and responses as notes.
To create a note manually
- Open the InsightBook.
- 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.
- Click Save.
To create a note from AI generated responses
- Open the InsightBook.
- In the middle panel, enter a prompt to query the information you need from InsightAI.
- After receiving a response, click Save to Notes! in the response panel.
- 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.
- Click Save.