Sentieo July 2022 Release Notes July 20, 2022 Enabling you with improved access to the content you rely on and providing you tools to collaborate...
Event based Automation in Notebook Overview With Event-based Automation, Sentieo Notebook users can now automate workflows involving tagging and sharing notes with a user or...
Template management in the New Notebook Templates can be created for personal use or shared across a team in order to save time and standardize research...
Notebook Reports Reporting capabilities for your team’s Notebook usage provide quick access to vital information on RMS activities for workflow management and...
Microsoft Teams Integration Following our integration with Slack in February 2021, the integration between Sentieo and Microsoft Teams continues our effort to leverage...
The New Notebook Experience What’s the new Notebook? Notebook team has created the new Notebook with three principles in mind. A clean, modern look....
Improved RMS notification settings Customize when and where you receive notifications across your Notebook related activity! Sharing and collaboration related email notifications can be...
Entity Explorer Entity Explorer lets you manage the custom entities you have created in Sentieo. Why Create Custom Entities? Sentieo has an...
PDF upload viewing preference By default, all user uploaded PDFs will now render using your native browser instead of the Sentieo doc viewer. Doing...
Slack Integration In our continued effort to connect Sentieo with popular cloud storage and collaboration services, we are pleased to announce the...
Introducing “Tag Manager” When it comes to organizing your research in Sentieo, tags are a powerful way to help keep track of your...
Modify Create Date Every file generated in your Notebook has file attributes attached to it, telling you (or somebody else) when the file was...
Notebook Training Videos Organizing and Searching Notes Sentieo Notebook Settings Sorting Notes Note Views Create a Note Tagging, Commenting, and Sharing Notes Creating...
Getting Started With Sentieo Office Plugins Why did we build plugins for OneNote, Outlook, Word, and PowerPoint? Our OneNote, Outlook, Word and Powerpoint plugins are designed...
Manage your trash When a user deletes a note, it is removed from the primary inbox to Trash. All notes sent to Trash will remain...
File version history Sentieo can now keep track of your file versions when you upload new versions of a file, making it easy...
Notify button Overview When authoring or adding content to a notebook, users now have the option to manually trigger share notification emails to...
Notebook Release 3.9 guide Failed file uploads There have cases where files uploaded to Sentieo failed to upload. This could be due to a...
Adding fields to a note Capture your team’s unique company related data by storing it in custom fields. These fields can then be filled out...
Working with custom fields Capture your team’s unique company related data by storing it in custom fields. These fields can then be filled out...
Configure your notebook Locate the new Notebook Configuration page by clicking the more button next to your name in the top left corner...
Creating a thesis Thesis sheets allow you to gather and organize data related to your investment ideas in a structured format. Overview Below...
Previewing files with Microsoft Office Viewer Sentieo is thrilled to be certified as a Microsoft Cloud Storage Provider which allows us to share the benefits of...
Screen Capture Sentieo Capture allows you to capture any portion of a document (such as a diagram) and annotate it with shapes,...
Notebook Search Shortcuts What are the Notebook Search Shortcuts? Below is a comprehensive list of all search bar shortcuts available in the Sentieo...
Document Viewer Read and interact with documents in the Doc Viewer. The top toolbar is divided into five sections: View, Zoom, Goto,...
Getting Started with Notebook Your Sentieo Notebook gives you the power to easily gather content that matters to you and keep it all in...
Collaborative Editing Collaborative editing takes teamwork to the next level by letting you and your team edit each other’s notes in real...
Insert Highlights into Your Notebook The Insert Highlight feature within your Notebook instantly gives you access to ALL text you have highlighted in a searchable pop-up panel....
Forward Emails to your Sentieo Notebook When any crucial information arrives in your inbox, just forward those emails to your Sentieo Notebook for later analyses. How...
Notebook Keyboard Shortcuts What are the Sentieo notebook keyboard shortcuts? Below is a comprehensive list of all keyboard shortcuts available in Sentieo for...