How to Manage Your Sticky Notes and Highlights in Helperbird

What This Guide Covers

The Notes app in Helperbird keeps what you have saved in one place. That means your sticky notes, your highlights, and any text you saved from a Screenshot Reader capture. Screenshot Reader needs Helperbird Pro.

This guide shows you how to manage that saved content. You will learn how to create new notes from the Notes app, edit your notes and highlights, delete items you no longer need, visit the original page where you created them, search, and export.

Who This Is For

• Students collecting quotes from several pages
• Readers who highlight as they go
• Anyone who saves text from a Screenshot Reader capture

Step 1: Open the Notes App

Click the Helperbird icon in your browser toolbar to open the Helperbird menu. Scroll down to the All Features section and click the arrow to expand it. Find the View notes row and click its open button.

Notes opens in a new tab titled Notebook by Helperbird.

On Safari a Notes tile is already pinned in Quick actions. On other browsers you can pin one there yourself.

Clicking a highlight on a web page opens Notes as well. See How to Highlight Text on Any Website.

The first time you open Notes you will see two example notes. They go away once you save one of your own, and they come back if you ever delete everything.

Step 2: Create a New Note

You do not need to be on a website to create a note. You can create one right from the Notes app:

1. Click the New note button in the toolbar at the top of the Notes app
2. Write your note in the Note field
3. Add a Title if you want one
4. Pick a Color
5. Click Create note

Create note stays greyed out until the Note field has something in it. A title is optional and holds up to 120 characters. A note with no title shows on its card as Helperbird Note.

Notes created this way are stored in a General group, since they are not attached to any web page. This is a good way to write down quick ideas, to-do lists, or study notes that do not belong to a specific website.

Putting a sticky note on the web page itself is a different feature, and it needs Helperbird Pro. See How to Add Sticky Notes to Websites.

Step 3: Filter by Notes or Highlights

At the top of the Notes app, you will see filter tabs:

• All - Shows all your saved items
• Notes - Shows your sticky notes and any text you saved from a capture
• Highlights - Shows the passages you marked on a page

Click a tab to narrow down what you see. Every card also carries a small category badge. Click that badge and the app switches to the matching tab.

Step 4: Edit a Note

You can change a note at any time without leaving the Notes app:

1. Find the note you want to change
2. Click the pencil button on the note's card, labelled Edit note
3. Update the Title, the Note text, or the Color
4. Click Save changes

Your changes are saved right away, so the note is updated everywhere it appears.

Step 5: Edit a Highlight

Highlights can be edited too:

1. Find the highlight you want to change
2. Click the pencil button on the highlight's card
3. Update the Title, the Description, or the Color
4. Click Save changes

Note: The text you captured from the web page is shown at the top of the box and cannot be changed. This keeps your highlight a true record of what the page said. You can only edit the details around it, like the title and description.

Changing the color here also changes the color on the web page, the next time you load that page.

Step 6: Visit the Original Page

Each note or highlight shows the domain name of the website it came from as a badge on its card. Click that badge, or the card itself, to open the original website in a new tab. This is useful when you want to go back and review the full page or add more notes to it.

Note: Notes you created from the Notes app are not linked to a website. They show a General badge instead, and there is no page for them to open.

Step 7: Delete a Note or Highlight

To delete a single sticky note or highlight:

1. Find the note or highlight you want to remove in the Notes app
2. Click the ✕ button in the top right corner of the card, labelled Delete note

It goes right away. There is no confirmation and no undo, so export anything you want to keep first.

Deleting a highlight card also removes the color from the web page. A page you already have open keeps showing the color until you reload it.

Step 8: Delete Several Notes

The Notes app does not have a bulk delete option. Notes and highlights are removed one card at a time. If you want to clean up several notes or highlights:

1. Use the filter tabs or the search box to narrow down what you see
2. Click the Delete note button on each note or highlight you want to remove

Tip: If you want to keep a copy of anything before deleting it, export it first (see Step 10).

Step 9: Search Your Notes

If you have a lot of saved content, click Search in the toolbar at the top of the Notes app and type a keyword. Your cards are filtered as you type. Search matches the note text, the title, the category badge, and the site a note came from.

Close hides the search box but keeps what you typed, so cards can stay hidden. Click Search again and clear the box to bring them all back. Either button puts you back on the All tab.

Step 10: Export or Print Your Notes

Before deleting notes, you may want to save a copy:

1. Click Export as PDF or Export as Text in the toolbar at the top of the Notes app
2. Click each note or highlight you want to include. A bar appears above your cards showing how many you have picked
3. Click the button in that bar to finish. It stays greyed out until you pick at least one card

The toolbar button you started with now reads Cancel. Click it to drop the cards you picked and leave the export.

Choosing Export as PDF opens your browser's print dialog, where you can save the notes as a PDF file or print a hard copy. If no window opens, check your popup blocker.

The exported PDF is built to be read and shared. It has a Helperbird header, and your notes are grouped by the website they came from. Each note shows a category badge and the date it was saved.

Choosing Export as Text downloads a plain text file. Every note is listed with its title, its category, where it came from, and its text.

To back up your notes in one file instead, see How to Export Your Helperbird Notes. The file that button downloads does not include your highlights.

Tip: Export important highlights and notes before cleaning up your Notebook, so you always have a backup of your research and ideas.

Good to Know

• Your notes move between your devices when your browser's own sync is turned on. The Sync setting in Helperbird has to be on as well.
• Cards do not show a date. The date you saved a note appears in the PDF export.
• Note colors come from a fixed set of thirteen. You cannot enter a color of your own.
• Your notes live in your browser's storage. If it runs out of room for synced data, new notes stay on that device and stop reaching your others. Nothing tells you this has happened.

Video Tutorial

Need Additional Help?

If you have any questions or run into any issues, please contact the Helperbird support team. You can reach us at Helperbird support. We are happy to help you get the most out of Helperbird.