Organization searches are shared through organization history and can be grouped in organization investigations. The legacy Team annotation flow described here remains separate.
This feature is available on full result pages across paid app plans. Limited free previews do not include annotations.
Core capabilities
Tagging and labeling
Tagging and labeling
Tag each result with a status:
- Verified — Confirmed finding, ready for action
- Investigate — Needs further research or validation
- False Positive — Not relevant, can be ignored
- Custom tags — Create your own labels (Follow-up, High Priority, Duplicate, etc.)
Contextual notes
Contextual notes
Attach notes (up to 1,000 characters) to any result:Use notes for investigation updates, action items, decision rationale, or ticket links.
Searching notes
Searching notes
Use the search bar to find results by tag or note content:
- Search “HIPAA” finds all tagged/noted HIPAA references
- Search “Follow-up” finds custom tags and notes mentioning follow-up
Legacy Team collaboration
When working on a team search, annotations sync instantly across all members. Benefits:- See teammates’ tags and notes in real-time (no refresh needed)
- Hover over tags to see who added them
- One person tags as “Verified”, the whole team sees it immediately
- Avoid duplicate investigations
- Link the search to a team project
- Invite team members to contribute
- View active team members and their activity in the Collaborate panel
Legacy Team collaboration requires an active Team workspace. See Organizations & workspaces for the current shared-workspace model.
Getting started
Individual use
1
Run a search
Execute any search for an identifier (email, domain, IP, etc.)
2
Hover and click the tag icon
Hover over a result card and click the tag icon in the top-right
3
Choose or create a tag
Select a preset tag (Verified, Investigate, False Positive) or enter a custom label
4
Add a note (optional)
Type investigation notes or context for this result (up to 1,000 characters)
5
Save
Click Save. The tag now appears on the card with your chosen color.
- Click the tag again to edit
- Click the X to remove
Legacy Team collaboration
1
Click Collaborate
From the result page header, click Collaborate
2
Select or create a team project
Choose an existing team project or create a new one
3
Share with your team
Team members now see all results and your annotations in real-time
4
Tag and discuss
Add tags and notes. Team members see them instantly and can add their own.
Use cases
Security operations
Security operations
- Tag confirmed threats as “Verified”
- Add remediation steps in notes
- Filter to “Verified” for incident reporting
Fraud investigation
Fraud investigation
- Create custom tags (“Account Takeover”, “Credential Stuffing”)
- Track progress with notes
- Filter by status to track next review items
- Team members collaborate without duplicating work
Brand protection
Brand protection
- Tag counterfeit or unauthorized use with custom labels
- Track takedown requests in notes
- Filter for legal team review
Limitations
- One tag per result per user (everyone maintains independent tags)
- Notes limited to 1,000 characters
- Tags are scoped to the current search (create projects for long-term tracking)
- Real-time sync requires active team collaboration mode
Next steps
Organize findings in projects
Use an organization investigation for long-term search, note, and file organization. Legacy Team annotations remain a separate historical flow.
Share and export results
Export annotated results and share them with stakeholders.
Organizations & workspaces
Understand the current shared-workspace model and its data boundaries.