Notes

Notes are private to you and tied to an exact spot in the filing. Use notes to write down what you found, or to mark a line you want to come back to. Notes need a free account.

Write a note

Highlight any text in the filing and select "Note" from the toolbar that appears. SECSift saves the passage you highlighted with the note, and selecting the note later jumps back to that passage.

Notes sync to your account, so they're there when you open the filing on another device. How many notes you can keep per filing depends on your plan, from 20 on Free to 300 on Pro. See plans and credits.

Notes panel

Select "Notes" (document icon) in the top bar to open your notes in the panel on the right, beside Sift. The panel lists notes in the order they appear in the filing.

The panel has these tools:

• Tags: Make a tag with "+ Tag", or as you write a note. Each tag gets a color, and selecting a tag filters the list. Tags belong to the filing you made them on.
• Open and Resolved: Resolve a note you're done with, and the note moves to "Resolved". Select "Reopen" to bring the note back.
• Select: Select several notes at once, then tag, resolve, or delete them together.
• Search notes: Finds notes by what you wrote or by the passage they're on.
• Other filings: The filing picker at the top of the panel switches the list to your notes on another filing, so you can read notes from last year's 10-K without closing the one you're in.

Notes in exports

On a paid plan, a PDF export can include your open notes as real PDF comments, anchored to the same passages. See tables and exports.

Note: Nobody else can see your notes unless you share a note's link. They're private to your account.