How to Organize Your Research with Folders, Notes, and Highlights

Summary

Organize your vlex legal research efficiently using Folders, Notes, and Highlights. These tools allow you to save, manage, and annotate documents, turning your findings into a structured and reusable knowledge base.

Why This is Important

Effective organization is the key to a productive AI legal workflow automation. By structuring your work, you can easily return to important documents, recall key insights, and build upon previous research, saving valuable time on every new project.

How to Manage Your Research

Using Folders to Group Documents

Folders are the best way to group documents by case, client, or topic.

1. From the main menu, select Folders.

2. Click New folder at the bottom to create a folder. Use the drop-down arrow next to any folder to create subfolders, rename, or delete.

3. To add a document, click the Add to folder icon from the results page or the document viewer.

Using Notes and Highlights to Annotate Documents

Add your own insights directly onto documents.

1. While viewing a document, select any passage of text with your cursor.

2. A small menu will appear. Choose Highlight to mark the text in green or Note to attach a comment.

3. Your annotations are saved automatically and can be viewed on the left side of the document.

Best Practices & Pro Tips

• Find Your Annotated Documents: To see a list of all documents you have marked up, go to Folders and select the Documents with marks view.

• Save Key Documents as Favorites: For documents you refer to constantly, click the Save as favourite (star) icon in the document viewer for quick access from the top of your Folders page.

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