Create or import memos


You can create a new memo in NVivo or you can import an existing memo.

While working in a source or node, you may want to record your insights and observations—to do this, you can create a link to a new memo.

Refer to Add, delete and manage memo links for more information.

What do you want to do?


Create a new memo

  1. On the Create tab, in the Sources group, click Memo.

  1. Enter a name for the memo.

  1. (Optional) Enter a description of the memo and assign a color.

  2. Click Done. The memo is opened in edit mode and you can enter the content.


  • You can experiment with the dictation feature (Edit > Start Dictation) provided with OS X 10.8 Mountain Lion or later.

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Import an existing memo

You can import memos from Microsoft Word documents (.doc, .docx), from rich text files (.rtf) and from  text files (.txt).

To import a memo:

  1. On the Data tab, in the Import group, click Memos.

  1. Select the file you want to import.

  1. Click the Open button.

  1. (Optional) Change the name, enter a description for the new memo and assign a color.

  1. Click Done.


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Convert a document into a memo

As your project progresses, you may decide that the content of a document would be better suited to a memo. For example, you might create a document to record field notes or observations—this may then evolve into a reflective piece about the attitudes of respondents. To convert a document into a memo:

  1. In List View, select the document you want to convert into a memo.

  2. On the Home tab, in the Clipboard group, click Copy.

Keyboard shortcut  To copy, press ⌘+C.

  1. In Navigation View, select a Memos folder.

  2. On the Home tab, in the Clipboard group, click Paste (⌘+V).

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