Creating Notes

Creating notes in Knowlegis is a great way to add information from meetings or interactions with legislators and their staff that can be shared with and reviewed by others in your organization. To get started, click Notes from the Create dropdown menu.

On the notes page, start by entering in a title. As noted, the note will be shared with all account users.

Next, enter in the body of the note. You will have some editing options available to you, as well as the functions to add a hyperlink or an image. Aside from entering your notes in the body, you can also choose to upload up to 5 files from your computer by clicking the  button and selecting the file(s) from your computer or network drive.

Once you've entered in your notes, add a meeting date and time.

Lastly, add legislator, staff members, (sub)committees and/or custom tags associated to the message. Adding these will serve as tags for the note. So, if a legislator and/or staffer is added, the note, in turn, is added to the legislator's/staffer's profile page. NOTE: When a staffer is included, the note can also move around with the staffer if their position changes.

Checking the box to Make as Private will make the note visible to the creator of the note. No other user of the account will have access.

When you've entered in all relevant information, click Save.

Notes are accessible to all Knowlegis users in your organization. Help keep those users up to date with the most relevant and key information from conversations and meetings by entering in those notes - driving company and organization alignment.

Best Practices:

If you have any questions, please feel free to contact our CQ Support team:
Email: [e-mail]
Business Hours: 9:00 AM-5:00 PM ET, M-F
Contact number: 866-633-0789