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Folders

Organize summaries into folders for better structure.

Creating Folders​

  1. Go to History or Library
  2. Click "New Folder" or the folder icon
  3. Enter a folder name
  4. Click Create

Folder Limits​

PlanMax Folders
Free30
Pro100
Max100

Moving Summaries to Folders​

Single Summary​

  1. Open the summary
  2. Click the folder icon in the summary toolbar
  3. Select the destination folder

Multiple Summaries​

  1. Select multiple summaries (checkbox)
  2. Click "Move" in the action bar
  3. Choose the folder

Removing a Summary from a Folder​

  1. Open the summary
  2. Click the folder icon (showing the current folder)
  3. Select Uncategorized to remove it from the folder

Managing Folders​

Rename​

  1. Hover over the folder in the sidebar
  2. Click the ··· menu button
  3. Select Edit
  4. Update the name or color and click Save

Delete​

  1. Hover over the folder in the sidebar
  2. Click the ··· menu button
  3. Select Delete
  4. Confirm deletion

Tips​

  • Use folders for main categories
  • Use tags for cross-folder organization
  • Combine both for maximum flexibility