Notes and documents can be built using content stored in your Library. Instead of typing everything manually, you can insert saved entries instantly while you write.
How to Use
Open any note or document
Type
/business
Enter a keyword (e.g., “Roth”, “fees”, “business”)
Select a Library item from the list
The content will be inserted into your note
Where This Works
Notes
Client documents
Meeting Workspace
CaptureGenius
Benefits
Reuse Library content directly in your notes
Save time on repetitive writing
Ensure consistency across financial information
Example
If your Library contains a saved explanation of a Roth account:
Type
/businessSelect the Library entry
The full content is added to your note instantly
Your Library is the source of reusable content. With slash commands, you can quickly bring that content into your notes—making your workflow faster, more consistent, and more reliable.