> For the complete documentation index, see [llms.txt](https://support.vlex.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.vlex.com/vlex-library/vlex-library-home/workflows-and-productivity-tools/how-to-organize-your-research-with-folders-notes-and-highlights.md).

# 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.

{% tabs %}
{% tab title="English Interface" %}

<figure><img src="/files/hYUfsE920HbLkOVZJPao" alt=""><figcaption><p>Create folders and subfolders to keep your research organized by project.</p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="/files/2X4VlfMZhw4s22X6ntBG" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

#### 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.

{% tabs %}
{% tab title="English Interface" %}

<figure><img src="/files/J5pMc5UBzEL93Rppxrir" alt=""><figcaption><p>Highlight key text or add personal notes directly in your documents</p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="/files/Cejb5hc80fttYxq0TGu1" alt=""><figcaption><p>Resalta texto clave o añade notas personales directamente en tus documentos.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="danger" %}
**Your Annotations are Private:** Notes and highlights you create are only visible to you. They will not appear if you share the document, but you can choose to include them when printing.&#x20;
{% endhint %}

### 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.

### Relevant Video Content

{% embed url="<https://vimeo.com/917899610?share=copy>" %}

### Related Articles

* [Workflows & Productivity Tools](/vlex-library/vlex-library-home/workflows-and-productivity-tools.md)
* [Understanding and Using vLex Credits](/vlex-library/vlex-library-home/workflows-and-productivity-tools/understanding-and-using-vlex-credits.md)
* [Pro Tip: How to Improve Your Search Results](/vlex-library/vlex-library-home/workflows-and-productivity-tools/pro-tip-how-to-improve-your-search-results.md)

**What's Your Next Step?**

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