Streamlining Workflow with Doc Search/Notebook Integration

Over the last month, we’ve been sharing tips on the highlights of our latest release, Sentieo V4.1, including enhancements to Smart Summary™, new dashboard templates, the ability to add RSS Feeds as a content source, and mobile enhancements that help you easily access your research workflow and financial data—in the office, at home, on the road.

Today I wanted to highlight one more V4.1 feature: deeper integration of our Document Search and Notebook functionality.

You can now add comments and tags to any document directly in Document Search! That’s right, no need to context switch and go into your Notebook to work with these features. 


Here are a few things to know:

  • Your existing tags will start to show up as you type in the Tag box
  • You can @ message your teammates within Comments
  • Your documents are automatically bookmarked and synced to your Notebook—with associated Tags, Comments, Highlights, and Labels

To learn more about how Sentieo customers are using the platform to streamline research workflows, contact us for a demo.