Pins

Pins let you save important excerpts from your research for quick access later. Think of pins as bookmarks with context — they store the text, source, page number, and your notes.

Creating Pins

From Search Results

1. In Research mode, run a search
2. Find a relevant result
3. Click the pin icon on the result
4. The excerpt is saved to your pins

From PDF Selection

1. View a document in the PDF viewer
2. Select text you want to save
3. Click the pin button in the toolbar
4. The selected text is saved as a pin

Viewing Pins

Pins are accessible in Write mode:

1. Switch to Write mode using the toggle
2. The left pane shows your Pins panel
3. Click the Pins tab if another panel is shown

Pin Information

Each pin stores:

Field	Description
Excerpt	The saved text content
Source	Document name and filename
Page	Page number where the text appears
Query	The search query that found it (if applicable)
Category	Optional organization category
Notes	Your annotations and comments
Usage count	How many times the pin has been inserted

Organizing Pins

Assigning Categories

1. Right-click a pin
2. Select Set Category
3. Choose an existing category or create a new one

Categories help you organize findings by issue, topic, or argument.

Filtering Pins

Use the controls at the top of the Pins panel:

• Search box — Filter by text, notes, or filename
• Category dropdown — Show only pins in a category
• Show unused only — Display pins that haven't been inserted yet

Sorting Pins

Click the sort dropdown to order pins by:

• Newest first — Most recently created
• Oldest first — Earliest created
• Most used — Highest insertion count
• Least used — Lowest insertion count

Adding Notes to Pins

1. Click a pin to expand it
2. Click the notes field or edit button
3. Type your notes
4. Notes are saved automatically

Use notes to remind yourself why the pin is relevant or how you plan to use it.

Inserting Pins

Into the Recall Editor

1. Click the pin you want to insert
2. Click Insert into Document or use the keyboard shortcut
3. The excerpt appears at your cursor position in the editor

Into Microsoft Word

1. Make sure Word is connected (check the status indicator)
2. Click the pin you want to insert
3. Right-click and select Insert into Word
4. Choose the insertion style:
5. Block quote — Indented quotation
6. Inline quote — Quoted text within a paragraph
7. Parenthetical — Citation with parenthetical explanation

Learn more about Word Integration →

Deleting Pins

1. Right-click the pin
2. Select Delete
3. Confirm the deletion

Note: Deleted pins cannot be recovered.

Pin Display Options

Customize the Pins panel appearance:

1. Click the gear icon in the Pins panel
2. Toggle options:
3. Show notes — Display note content in the list
4. Show dates — Display creation timestamps
5. Show category — Display category in the footer

Tips for Effective Pinning

• Pin early and often — It's easy to forget where you saw something useful
• Add context in notes — Future you will thank present you
• Use categories systematically — Create categories for each issue or argument
• Review unused pins — Filter to "unused" to find research you haven't incorporated
• Track insertion count — High-use pins may indicate key authorities