Creating Memos

A memo is a type of source in NVivo— it can be linked to a specific source or node.

To create a new memo:

  1. In Navigation View, click the Sources button.

The sources folders are displayed.

  1. Click the Memos folder. If you have created other memo folders, you can select one of those.

  2. Click the New toolbar button.

  3. Click the Memo in This Folder option.

The New Memo window is displayed.

  1. Enter a name in the Name field.

  2. If required, enter a description of the source in the Description field.

  3. Click OK.

The new memo is opened in Detail View and you can add the required content.

Click in List View:

  1. Select the destination folder.

  2. Click in the ListView.

  3. On the Project menu, click NewMemo.

Right-click:

  1. Select the destination folder.

  2. Right-click in the ListView.

  3. Click the New Memo option.

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