Adding Insights

Our new platform allows you to tie insights to any regulation, and access them at any time. This can include uploading any relevant content including policy documentation, inspection preparation, etc.

Click on a paragraph or subparagraph and a gray box will pop up. A modal window will pop up allowing you to add an insight.

Select Add insight

Add a Title, select the type of content, enter body text and click Save Content. When you add a note, it will appear in your Activity sidebar for future access.

Your content will show up in the Personal Insights section inside the Insights panel.