> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes & collaboration

> Threaded notes on documents, @mentions, reminders, follows, cross-document links, and real-time notifications across the platform.

## 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

<Card title="Document management" icon="folder-open" href="/features/document-management" horizontal>
  How documents are captured, stored, edited, and governed — the surface that notes attach to.
</Card>

<Card title="Case management & workflow" icon="table-columns" href="/features/case-management" horizontal>
  Configurable business objects and workflow — notes can be attached to any document linked from a case.
</Card>