Keep your notes, links, and imported PDF documents organized — so you can always find the document you are looking for. Bringing structure to these documents is as easy as clicking and dragging them in the left side panel of the Documents page.
Click any of the following links to skip ahead:
Folders
Folders are a simple way to keep your notes, links, and imported PDF documents organized.
To add a folder, click Add and select Folder from the Documents page. Name your new folder, then drag and drop it into the desired place in your document hierarchy.
If you want to include a description, try using parent and child notes in your document hierarchy.
To add a document to your folder, select your folder and click its + Add button. Drag and drop existing notes to move them into a folder.
Parent and child documents
Parent and child documents are organized just like systems of folders. The only difference is that instead of having a folder as a container for a group of notes, one note serves as a parent note with child notes nested below it, setting up a nested hierarchy. This is useful when you want to include specific directions or details to a group of notes for context.
To nest one document under another, click it and drag it on top of another document.
To remove a document from a parent-child relationship, click it and drag it to a new location.
Reorder notes
To reorder a document, click on it and drag it to your preferred order. If you drag a parent document, all nested child notes, links, and imported PDF files under it will come with it.
You can drag parent documents to new locations whether they are expanded or collapsed, but it might be easier visually to do this while they are collapsed.
When you drag a document to a new location, the blue bars in your Aha! account will show you where it will land in order.
A thin blue bar means your document will exist above or below another document in the order.
A thick blue bar means that your document will be nested under another document in the order.
Sort documents
You can quickly sort a folder's contents to keep your documents organized. Right-click a folder or parent document to sort its contents by Name or Date created.
Note collections and standalone notes
Organizing your documents into nested hierarchies is just the first step. As you build out the notes in your account, your document hierarchy can become quite complex.
Instead of scrolling through a hierarchy expanding every parent note, click on a parent note to see a preview of all its child notes.
Note collections — child notes with sub-notes of their own — display here as tiles. Each collection includes the first three lines of the note's description, the top three child notes, and a total note count.
Standalone notes — child notes without sub-notes of their own — are listed at the bottom.
You can control what notes appear in these views by clicking on a parent note, then clicking More options → Hide nested notes.
Customized title icons
Every note you create has a title icon. By default, this is a page icon for standalone notes, and a folder icon for parent notes. You can change these title icons to emojis to help your notes and note collections stand out.
To do this, open a note and click its title icon. Click or search for any replacement emoji you prefer, and the title icon will update.
Move documents to another workspace
Sometimes documents are created under one workspace, but then you want to move them to another workspace. Use the More options button on documents to move them. If you move the note at the top of a hierarchy tree, all child notes move as well.