Link notes to a folder or document from the notes list using drag and drop
Quickly link your notes to a folder or document to keep the notes list manageable. The most efficient workflow: enable the Triage filter to show only unclassified notes, then drag each note onto the right folder in the sidebar.
In the notes list, enable the Triage filter.Only notes with no folder linked are shown.
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Drag a note onto a folder
Drag a note from the list onto a folder or document in the left navigation sidebar.The sidebar stays visible during the drag.Release directly on the target folder — a confirmation appears.
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Repeat until the triage is empty
Continue until the Triage view is empty. The main list now shows only sorted notes.
You can also sort a note from its menu, Add to… option, if you prefer searching over drag and drop.
When you link a voice note that already has an AI summary to a folder or document, you’re asked: Improve this note?Choosing Improve note retranscribes the audio using the linked document for context — or, if you linked to a folder, its most recent document — for example the participants from its Attendance block, to recognize names and improve accuracy. The AI summary is regenerated at the same time, giving a more explicit, better-structured note.Choose Not now to keep the note as it is.
