Topics is a high-level note organization tool. They allow you to keep your advice organized and define what information will go in your document (using Merge Fields).
How to create new topics:
1. When creating a new note, select the corresponding Topic or Subtopic by clicking the dropdown at the top of the note.
2. If you can't find the topic or subtopic you need, create a new one by clicking the "Plus" sign next to the "Topic" or "Subtopic" field.
3. In the Workspace, you can change the topic or subtopic of the note by clicking the topic or subtopic (upper left) of the note. All available topics and subtopics will appear to select from or create a new one.
4. If you want to edit or delete a Topic or a subtopic, navigate to Settings > Topics.
5. To edit the topic or subtopic, click on the green "Pencil" icon on the right, edit the name of the topic or subtopic, and click "Save." The topic or subtopic will change on all the notes that have it.
If you want to hide/delete a topic or subtopic, click on the red Eye icon. If required, select the replacement Topic for the notes. The deleted topics are stored in the Archive, and you can restore them at any time by clicking on the green Eye icon.
7. If you add, edit, or delete a topic or subtopic, don't forget to manually update document templates that have it.