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Bulk Note Management in the Library

Updated over a month ago

Save time and streamline organization with our new Bulk Note Management feature—allowing you to manage tags, topics, subtopics, and status in one place, straight from your library.

What You Can Do

  • Select multiple notes at once

  • Manage tags, topics, subtopics, and status across all selected notes simultaneously.

  • Add or remove tags or topics, or update the status for multiple notes in just one action.

  • Apply changes immediately, without needing to navigate to individual meeting entries or search results.

Step-by-Step Workflow

  1. Open library and select notes
    Choose multiple notes from the library

2. Open Bulk Actions menu
Click Bulk Actions in the toolbar or context menu.

3. Apply bulk edits

  • Tags: Add or remove tags across all selected notes.

  • Topics / Subtopics: Assign or clear topics or subtopics.

4. Review & confirm
Preview your changes and confirm—only then are edits applied.

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