Overview
Every document in Nobly Insight has its own discussion. Users can attach notes, reply in a thread, mention colleagues, link to other documents, set reminders, and follow the documents they care about. Mentions and follows surface as real-time in-app notifications and — optionally — as emails, so the right people see the right activity without having to come looking for it.Notes on documents
- Threaded notes per document — a root note can collect a flat list of replies
- Markdown formatting for emphasis, lists, links, and inline code (a safe, validated subset — no raw HTML, images, or block quotes)
- Edit and delete your own notes; deleted notes leave a tombstone so the rest of the thread still reads
- Private to mentioned set — flag a note as visible only to the users tagged in it (removing a mention via edit revokes that user’s access)
- Available in two places:
- Notes tab in the search preview pane, next to Preview, Keywords, and Summary
- Notes panel in the document viewer, opened from the action row with a live note-count badge
Mentions and cross-document links
| Capability | What it does |
|---|---|
| @mentions | Type @ to pick a colleague — they get an in-app notification and (unless paused) an email. Mention suggestions filter to real users with an email address |
| Document links | Type # followed by a document ID to insert a clickable chip linking to that document. Chips open in a new tab |
| Chip rendering | Both mentions and doc-links render as coloured chips in the composer and in the rendered note |
Reminders
- Schedule a one-off reminder on any note for a time in the future (1 minute to 5 years out)
- When the reminder fires, you get an in-app notification and an email — even if no-one else has commented
- Reminders fire once and don’t repeat
Follow a document
- Click Follow on a document to subscribe to all activity on it — new notes, edits, and deletes
- Authors of a note are auto-followed for that document; you can unfollow at any time
- Private notes are excluded from follower fan-out, so following a document never bypasses the mentioned-set visibility rule
Notifications
Real-time notifications keep users in the loop without polling.- In-app toast appears immediately when you’re mentioned, when someone replies in a thread you authored, when a document you follow gets new activity, or when one of your reminders fires
- Header bell with an unread count and a dropdown of the latest 10 notifications
- Landing-page inbox lists recent notifications in full; rows can be dismissed individually or cleared all at once
- Clicking a notification deep-links straight to the document and the specific note, and marks the notification as read
- Email notifications mirror in-app events (mentions, replies, follow events, reminders). Each user can pause email under Settings → Notifications without losing in-app notifications
Search results indicator
- Search results show a small chat-bubble dot on rows where the document already has notes, so reviewers can see at a glance which documents have an active discussion
- The indicator updates live when notes are created or deleted
Administration and retention
- Notifications older than 90 days are purged automatically — the inbox stays focused on recent activity
- Email delivery uses an outbox with retries and exponential backoff, so a transient mail-provider outage doesn’t drop notifications
- Per-tenant email branding (sender name, sender address, reply-to address) is configurable
Where to read next
Document management
How documents are captured, stored, edited, and governed — the surface that notes attach to.
Case management & workflow
Configurable business objects and workflow — notes can be attached to any document linked from a case.