> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Notes
> Create rich-text notes in Orbis and link them to contacts and companies.
Notes in Orbis are collaborative, rich-text documents linked to contacts and companies. Use them to capture meeting summaries, research, relationship context, or anything else you want to remember about a person or organization.
## Creating a note
You can create a note from two places:
* **The Notes section** — click **New note** from the main Notes view
* **A contact or company profile** — click **Add note** from the Notes tab on the profile
New notes open in a full editor where you can write, format, and link the note before saving.
## Rich text formatting
Orbis uses a full-featured rich text editor. You can format your notes with:
Bold, italic, underline, strikethrough, inline code, and text color
Headings (H1–H3), bullet lists, numbered lists, task lists with checkboxes, and blockquotes
Fenced code blocks with syntax highlighting
Inline images (paste or drag-and-drop to upload), and YouTube video embeds
### Task lists
Use task lists inside notes to track action items inline with your writing. Checkboxes can be checked directly in the note without switching to edit mode.
### Embedding YouTube videos
Paste a YouTube URL on its own line to embed the video inline in your note.
### Images
Paste an image from your clipboard or drag and drop an image file into the editor to upload it. Images are stored in Orbis and rendered inline.
## Linking notes to contacts
A note can be linked to one or more contacts and companies. When a note is linked to a contact, it appears in that contact's **Notes** tab on their profile.
To link a note, use the contact or company selector in the note editor. You can link a note to multiple contacts at once — useful for meeting notes that involve several people.
## Note visibility
Each note has a visibility setting:
| Visibility | Who can see it |
| ---------------- | -------------------------------- |
| **Private** | Only you |
| **Organization** | All members of your organization |
Change the visibility when creating or editing the note.
## Collaborative editing
When your workspace has multiple team members, notes set to **Organization** visibility support real-time collaborative editing. Multiple people can edit the same note simultaneously, and changes appear for everyone without needing to refresh.
Real-time collaboration requires the note to be set to **Organization** visibility. Private notes are only editable by you.
## Pinning notes
Pin important notes to keep them at the top of the notes list. Click the pin icon on any note to toggle it. Pinned notes appear before unpinned notes regardless of sort order.
## Searching and filtering notes
From the Notes view, you can:
* **Search** across all note content
* **Filter by contact** to see only notes linked to a specific person
* **Filter by company** to see notes linked to a specific organization
* **Filter by tag** to find notes by topic
* **Show only pinned** notes
## Note tags
Add tags to notes to organize them by topic, project, or any category that matters to you. Tags appear in the notes list and can be used to filter across all notes.
## AI-generated notes
Orbis can generate notes using AI. From the note editor, choose a generation type:
| Type | What it produces |
| ------------ | -------------------------------------------- |
| **Document** | A full document on a topic |
| **Outline** | A structured outline with headings |
| **Summary** | A condensed summary of provided context |
| **Template** | A reusable template structure |
| **Expand** | Expands on existing content with more detail |
| **Rewrite** | Rewrites selected text in a different style |
Configure the **tone** (professional, casual, technical, or creative) and **length** (short, medium, or long). Optionally include headings, lists, callouts, or code blocks. Content streams in as it's generated.
## Share links
Generate a public share link for any note to share it with people outside your organization. Share links can be revoked at any time from the note's settings.
## Embeddable components
Notes support 11 embeddable components that display live data:
| Component | What it shows |
| --------------------- | ------------------------------------------------------------- |
| **Campaign stats** | Metrics for a specific campaign |
| **Campaign contacts** | Contact list for a campaign |
| **Contacts table** | Filterable, sortable contacts grid |
| **Contact detail** | A contact card with tags and social links |
| **Companies table** | Company grid from a saved filter |
| **Company detail** | Company card with contacts and social links |
| **Stats card** | A single metric (count, sum, avg, min, max) with color themes |
| **Chart** | Bar, line, pie, donut, or area chart |
| **Timeline** | A contact's activity feed |
| **Callout** | Info, success, warning, error, or tip block (collapsible) |
Embeds update in real-time, making notes a flexible surface for dashboards, reports, and briefing documents.
## Meeting transcripts
Notes can have associated transcripts — audio or meeting transcripts with source metadata. This is useful for linking meeting notes to the raw transcript they were based on.
## Bulk actions
Select multiple notes for:
* **Copy to clipboard**
* **Pin / unpin**
* **Delete** (with confirmation)