Notes & Documentation

Transform the way you capture ideas, create documentation, and collaborate with others using Relio's powerful notes system. Whether you're writing meeting notes, creating project documentation, or journaling your thoughts, you now have all the tools you need for professional content creation.

Notes Grid View

Getting Started with Notes

Notes in Relio are designed to be your go-to solution for capturing and organizing information. From quick thoughts to comprehensive documentation, the notes system adapts to your workflow.

Creating Your First Note

Navigate to Notes: Click on the "Notes" section in your sidebar or main navigation
Create New Note: Click the "New Note" button or use the keyboard shortcut n
Select a Record: Select a record to attach the note to or create a personal note
Start Writing: Begin typing in the rich text editor

Create new note

Understanding the Notes Interface

The notes interface is designed for clarity and efficiency:

Notes Grid/List View: Toggle between visual grid cards and compact list view
Search and Filter: Quickly find notes using the search bar and filtering options
Favorites Sidebar: Access your most important notes instantly
View Options: Switch between different layouts to match your workflow

[IMAGE PLACEHOLDER: Split view showing both grid and list layouts of the notes interface]

Rich Text Editing

Relio's rich text editor provides professional-grade formatting options:

Text Formatting:

Bold, Italic, and ~~Strikethrough~~ text
Headers (H1, H2, H3) for document structure
Bullet points and numbered lists
Block quotes for highlighting important information
Code blocks for technical documentation

[IMAGE PLACEHOLDER: Close-up of the editor toolbar showing all formatting options]

Advanced Features:

Tables for organizing data
Task lists with checkboxes
Links to external resources
Text alignment options
Font styling and colors

Working with Headers and Structure

Use headers to create well-structured documents:

# Main Title (H1)
## Section Title (H2)  
### Subsection (H3)

Headers help organize your content and make it easier to navigate, especially in longer documents.

[IMAGE PLACEHOLDER: Example of a well-structured note with multiple header levels]

Creating Lists and Tasks

Bullet Lists: Perfect for quick notes and brainstorming

Use the bullet list button in the toolbar
Press Enter to create new list items
Press Tab to indent and create sub-items

Numbered Lists: Great for step-by-step instructions

Click the numbered list button
Add your items in sequence
The numbers automatically update

Task Lists: Keep track of action items

Incomplete task
Completed task

[IMAGE PLACEHOLDER: Examples of different list types in the editor]

Images and Media

Adding Images to Notes

Relio makes it easy to include visual content in your notes:

Upload from Computer: Drag and drop images directly into the editor
Image Cropping: Use the built-in cropping tool to perfect your images
Automatic Optimization: Images are automatically resized for optimal performance

[IMAGE PLACEHOLDER: Demonstration of drag-and-drop image upload process]

Image Management Best Practices

File Formats: Supports JPEG, PNG, WebP, and GIF formats
Size Optimization: Large images are automatically compressed
Alt Text: Add descriptions for accessibility
Positioning: Images can be positioned within your text flow

[IMAGE PLACEHOLDER: Image cropping interface in action]

Organization and Favorites

Using the Favorites System

Keep your most important notes easily accessible:

Star a Note: Click the star icon on any note to add it to favorites
Favorites Sidebar: Access favorited notes from the sidebar
Organize in Folders: Create custom folders for different projects or topics
Drag and Drop: Easily move favorites between folders

[IMAGE PLACEHOLDER: Favorites sidebar showing organized folders and notes]

Folder Organization

Create a logical structure for your notes:

By Project:

Client Projects
Internal Projects
Research & Development

By Type:

Meeting Notes
Documentation
Ideas & Brainstorming

By Priority:

Urgent
Important
Reference

[IMAGE PLACEHOLDER: Example folder structure in the favorites sidebar]

Public vs Private Notes

Relio gives you complete control over note visibility:

Private Notes (Default):

Only you can see and edit
Perfect for personal notes and drafts
Complete privacy and security

Public Notes:

Can be shared with anyone via a link
Perfect for documentation and collaboration
Viewers can see but not edit (unless given permissions)

[IMAGE PLACEHOLDER: Privacy settings interface showing public/private toggle]

When to Make Notes Public:

Team documentation
Process guides
Project updates
Knowledge sharing

When to Keep Notes Private:

Personal thoughts and ideas
Confidential information
Work-in-progress content
Sensitive client data

Collaboration Features

Real-time Viewing: Multiple people can view public notes simultaneously Version History: Track changes and updates over time Access Control: Manage who can view your shared notes Link Sharing: Share notes with a simple, secure link

[IMAGE PLACEHOLDER: Share dialog showing link sharing options]

Advanced Features

Emojis and Visual Elements

Make your notes more engaging and expressive:

Emoji Picker: Use the built-in emoji picker to add visual flair
Quick Shortcuts: Type :smile: for quick emoji insertion
Visual Hierarchy: Use emojis to categorize and highlight content
Professional Use: Even in business contexts, strategic emoji use can improve readability

[IMAGE PLACEHOLDER: Emoji picker interface and examples of emoji usage in notes]

Search and Discovery

Find your content quickly with powerful search features:

Global Search: Search across all your notes from the main interface Filter Options: Filter by date, favorites, public/private status Tag Support: Use hashtags to categorize and find related content Recent Activity: Quick access to recently viewed and edited notes

[IMAGE PLACEHOLDER: Search interface showing filters and results]

Keyboard Shortcuts

Boost your productivity with these essential shortcuts:

Text Formatting:

Cmd/Ctrl + B: Bold text
Cmd/Ctrl + I: Italic text
Cmd/Ctrl + U: Underline text

Navigation:

Cmd/Ctrl + N: New note
Cmd/Ctrl + S: Save (auto-saves, but good habit)
Cmd/Ctrl + F: Search within note

List Management:

Tab: Indent list item
Shift + Tab: Outdent list item
Enter: New list item

[IMAGE PLACEHOLDER: Keyboard shortcuts reference card]

Tips and Best Practices

Note-Taking Strategies

Meeting Notes:

Start with date, attendees, and agenda
Use bullet points for action items
Highlight decisions and next steps
Include relevant links and references

Documentation:

Use clear headers for navigation
Include step-by-step instructions
Add screenshots and examples
Keep it updated and current

Brainstorming:

Don't worry about organization initially
Use bullet points and free-form text
Add emojis for visual categorization
Review and organize later

[IMAGE PLACEHOLDER: Examples of different note types - meeting notes, documentation, brainstorming]

Content Organization

Naming Conventions:

Use descriptive, searchable titles
Include dates for time-sensitive content
Add project prefixes for easy grouping
Keep titles concise but informative

Regular Maintenance:

Review and archive old notes
Update outdated information
Reorganize favorites as projects evolve
Clean up unused drafts

Performance Tips

For Large Notes:

Break very long content into multiple notes
Use headers to create clear sections
Consider linking between related notes
Regular saves prevent data loss

Image Optimization:

Crop images before uploading when possible
Use appropriate image sizes for content
Consider image placement for readability
Alt text improves accessibility

[IMAGE PLACEHOLDER: Example of a well-organized large document with clear sections]

Troubleshooting Common Issues

Editor Issues

Text Formatting Not Working:

Ensure you've selected the text first
Check if you're in the right editing mode
Refresh the page if formatting toolbar is unresponsive

Images Not Uploading:

Check file size (max 10MB per image)
Ensure supported format (JPEG, PNG, WebP, GIF)
Verify internet connection
Try refreshing and uploading again

Organization Problems

Notes Not Appearing in Favorites:

Check if the note is properly starred
Verify you're looking in the correct folder
Try refreshing the favorites sidebar

Search Not Finding Notes:

Check spelling and try different keywords
Ensure the note isn't in a different organization
Try searching within specific filters

[IMAGE PLACEHOLDER: Troubleshooting interface showing common error messages and solutions]

Getting Help

If you encounter issues or need assistance:

Check Documentation: Review this guide for solutions
Community Support: Join our community forums for user tips
Contact Support: Reach out to our support team for technical issues
Feature Requests: Submit suggestions for new features

Integration with Relio

Notes and Tasks

Notes integrate seamlessly with other Relio features:

Task References: Link notes to specific tasks and projects Meeting Notes: Create notes directly from calendar events Client Documentation: Attach notes to contact and deal records Team Collaboration: Share notes within organization workspaces

[IMAGE PLACEHOLDER: Examples of notes integrated with tasks and other Relio features]