Add, delete and manage memo links

You can link a memo to a source or node to record your analytical thoughts. This topic describes the ways you can manage memo links.

What do you want to do?

Link to a new memo

As you analyze a source, you can capture your insights and observations in a linked memo:

Make sure the source is selected in List View or opened in Detail View.
On the Analyze tab, in the Links group, click Memo Link and then click Link to New Memo.

Keyboard shortcut To link to a new memo, press ⌘+SHIFT+K

Enter a name for the memo.
(Optional) Enter a description and select a color for the memo.
Click Done. The linked memo is opened in edit mode and you can enter the content.

NOTE

A source can only be linked to one memo—the Link to New Memo command is unavailable if the source already has a linked memo.

On the Analyze tab, in the Links group, click Memo Link, and then click Link to Existing Memo.

Click the memo you want to link. Memos that have already been linked are unavailable and you cannot select them.
Click Select.

NOTE A source can only be linked to one memo— the Link to New Memo command is unavailable if the source already has a linked memo.

In List View, select the source that has the linked memo. Sources with linked memos are identified by the memo link icon:

On the Analyze tab, in the Links group, click Memo Link, and then click Delete Memo Link.

NOTE To remove the link and delete the memo—click Delete Link & Memo.

All the memo links in your project are displayed in the Memo Links folder under Collections:

Keyboard shortcut To open a linked memo, press ⌘+SHIFT+M