Aha! Notebooks | Documents

Just like pages of a notebook, the digital documents within Aha! Notebooks are versatile — some are for writing, and some are for sketching. Use notes and whiteboards to define team processes, train new members, refine new concepts, or any other use that comes to mind. Start from scratch or access the built-in library of guided document templates to inspire creativity, drive consistency across teams, and establish a standard approach for documentation.

To access your documents, select Documents from the left navigation. From here, you have several ways to create and view documents.

Click any of the following links to skip ahead:

• Create new documents

• View documents

  • Recents

  • Shared with me

  • My documents

Create new documents

Create a new note or whiteboard from scratch — or start from a template. Click Guided template + to open the template gallery and select the template that suits your purpose. Click Note + or Whiteboard + to create blank new notes or whiteboards.

New documents created from the Documents page will be titled to today's date by default — but you can edit a document's title, title icon, and date at any time. When you create a new document, you can find it in the My documents section on the left side of your screen. Its location will default to the last folder you accessed. Drag and drop it to any folder you wish to stay organized.

Note: If you are on the Aha! Notebooks Advanced plan, use the dropdown in the upper left of your screen to select the intended location of your new document before adding it.

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View documents

Recents

Access the documents you have accessed most recently. You will see thumbnails of recently accessed notes and whiteboards in the Recent documents section. Click Recents in the left side navigation to remove everything but recent documents from the page.

Note: If you are on the Aha! Notebooks Advanced plan, the workspace you have selected will determine which documents appear in your Recents section. If you have My work selected, you will see documents across both personal and workspace notes. If you have a particular workspace selected, then you will only see recent documents that are located in that workspace.

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Shared with me

Quickly find documents that others have shared with you without looking through folders. Click Shared with me in the left side navigation to see thumbnails of all documents that your colleagues have shared with you. Only documents you have accepted will populate here.

Notes shared via URL expire within 5 days. You will be able to retain access to a shared document after its links has expired as long as you have already opened it.

My documents

You can find all of your personal notes and whiteboards in the My documents section. The hierarchical structure of the My documents section makes staying organized simple, with nested folders that allow you to group and reorder your notes and whiteboards however it makes the most sense for you. You can choose the best organizational structure for your documents:

• To group documents together, identify which documents you want to group together. Then create a new blank note, which will be the parent document to be the parent document for the group. Drag and drop the other documents onto the parent document to form a folder of child documents.
  Note: You can use an existing document as a parent document.

• To reorder documents, drag and drop them into your preferred order. If you drag a parent document, all nested child documents will come with it.
  Note: You can drag parent notes to new locations whether they are expanded or collapsed, but it might be easier visually to do this while they are collapsed.

• To move a document, click and drag it to a new location.

When you drag a document to a new location, blue bars will show you where it will land in order. A thin blue bar means your note will exist above or below another document in the order. A thick blue bar means that your note will be nested under another document in the order.

Your Aha! Notebooks account comes with a default Daily notes folder. All notes you create from your My work page will be created in this folder by default. You can leave your notes in this folder or drag and drop them to another location. Any note you move out of your Daily notes folder will retain its date.

Note: If you are on the Aha! Notebooks Advanced plan, select My work from the workspace selector in the upper left your screen to access your personal documents.

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