Quick Note Management Actions

This guide helps users understand and effectively use the note feature with clear, concise instructions.

Written By Saner.AI

Last updated About 2 months ago

Create a Note

Steps to create a new note from the sidebar.

  1. Open the left sidebar.

  2. Click + Add.

  3. Select Add a note.

Result: A new note is created and ready for editing.

Edit a Note

Edit the content of an existing note. Changes are saved automatically.

Steps

  1. Open the note you want to edit.

  2. Click anywhere inside the note body.

  3. Start typing.

Note: You don’t need to manually save - Saner.ai saves changes in real time.

Import a Note

Bring notes into Saner.ai from files or external tools.

Steps

  1. Open the left sidebar.

  2. Click Import.

  3. Choose a file from your device or connect an external source (e.g. Google Drive, Evernote).

Result: The imported content is converted into a Saner.ai note.

Export a Note

Export a note for use outside Saner.ai.

Steps

  1. Open the left sidebar.

  2. Hover over the note.

  3. Click the ⋯ (More options) icon.

  4. Select Export.

Delete a Note

Permanently remove a note you no longer need.

Steps

  1. Open the left sidebar.

  2. Hover over the note.

  3. Click the ⋯ (More options) icon.

  4. Select Delete.

Rename a Note

Change the title of an existing note.

Steps

  1. Open the left sidebar.

  2. Hover over the note.

  3. Click the ⋯ (More options) icon.

  4. Select Rename.

  5. Enter a new name.

Open a Note in Full Page

View a note in full-page mode for focused reading or editing.

Steps

  1. Open the left sidebar.

  2. Hover over the note.

  3. Click the ⋯ (More options) icon.

  4. Select Open full page.

Share a Note & Manage Permissions

Control who can access or edit your note.

Steps

  1. Open the left sidebar.

  2. Hover over the note.

  3. Click the ⋯ (More options) icon.

  4. Select Share or Manage permissions.

Organize Notes with Folders and Tags

Use AI suggestions to organize notes faster.

Steps

  1. Open a note and open the Note menu via the dropdown arrow on the right side of the note’s title

  2. Click Auto-fill in each field (folder, tags).

  3. Review AI suggestions.

  4. Edit, undo, or manually change values if needed.

Format Notes with Markdown

Saner.ai supports Markdown for flexible formatting.

How it works

  • Open any note.

  • Use standard Markdown syntax to format text (headings, lists, bold, etc.).

  • Formatting is applied instantly.

Save Chat Conversations as Notes

Turn AI chat conversations into notes for future reference.

Steps

  1. In Chat, scroll to the end of the conversation after the AI responds.

  2. Click Create a note.

  3. Choose one option:

    • With this message

    • With all the conversation