Creating, reviewing and exporting memos in CAT

While coding, you may have a moment of discovery. Click on the "Add Memo" link while coding to create a bookmark to this item and write a memo about it. Memos can have one of three privacy settings:

  1. All Sub-Accounts and Primary: The default setting allows all sub-account holders with dataset permissions to see your memos.
  2. Creator and Primary Account Holder: Bookmark and memo visible only to the creator and the Primary Account holder.
  3. Creator Only: A private memo to oneself visible to no other users.

Click on "Add Memo" once you are done. When you stop coding and want to view or export the memos, select "View Memos" from the "Memos" drop-down.