> ## Documentation Index
> Fetch the complete documentation index at: https://docs.osint.ly/llms.txt
> Use this file to discover all available pages before exploring further.

# Card annotations

> Tag and annotate search results, add investigation notes, and collaborate with your team in real-time.

Card Annotations lets you tag and add notes to individual search results, transforming raw findings into actionable intelligence. Team annotations sync in real-time across all members.

<Note>
  This feature is available on all plans.
</Note>

***

## Core capabilities

<AccordionGroup>
  <Accordion title="Tagging and labeling" icon="tag">
    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.)

    Tags are color-coded for quick scanning. Each user maintains independent tags per result.
  </Accordion>

  <Accordion title="Contextual notes" icon="note-sticky">
    Attach notes (up to 1,000 characters) to any result:

    ```
    Tag: Investigate
    Note: Matched 3 breaches. Check HIPAA compliance.
    Contact legal team by Friday.
    ```

    Use notes for investigation updates, action items, decision rationale, or ticket links.
  </Accordion>

  <Accordion title="Filtering by tags" icon="filter">
    Use the Filter panel to narrow results by tags:

    * Show only "Verified" findings
    * Focus on "Investigate" items for next sprint
    * Hide "False Positive" results

    Filters apply across your team's annotations.
  </Accordion>

  <Accordion title="Searching notes" icon="magnifying-glass">
    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
  </Accordion>
</AccordionGroup>

***

## 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

From the result page header, use **Collaborate** to:

* Link the search to a team project
* Invite team members to contribute
* View active team members and their activity in the Collaborate panel

<Note>
  Team collaboration requires an active team workspace. See [Team collaboration](/collaboration/team-collaboration) for setup details.
</Note>

***

## Getting started

### Individual use

<Steps>
  <Step title="Run a search">
    Execute any search for an identifier (email, domain, IP, etc.)
  </Step>

  <Step title="Hover and click the tag icon">
    Hover over a result card and click the tag icon in the top-right
  </Step>

  <Step title="Choose or create a tag">
    Select a preset tag (Verified, Investigate, False Positive) or enter a custom label
  </Step>

  <Step title="Add a note (optional)">
    Type investigation notes or context for this result (up to 1,000 characters)
  </Step>

  <Step title="Save">
    Click Save. The tag now appears on the card with your chosen color.
  </Step>
</Steps>

From the card, you can:

* Click the tag again to edit
* Click the X to remove

### Team collaboration

<Steps>
  <Step title="Click Collaborate">
    From the result page header, click **Collaborate**
  </Step>

  <Step title="Select or create a team project">
    Choose an existing team project or create a new one
  </Step>

  <Step title="Share with your team">
    Team members now see all results and your annotations in real-time
  </Step>

  <Step title="Tag and discuss">
    Add tags and notes. Team members see them instantly and can add their own.
  </Step>
</Steps>

***

## Use cases

<AccordionGroup>
  <Accordion title="Security operations" icon="shield">
    * Tag confirmed threats as "Verified"
    * Add remediation steps in notes
    * Filter to "Verified" for incident reporting
  </Accordion>

  <Accordion title="Fraud investigation" icon="triangle-exclamation">
    * 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
  </Accordion>

  <Accordion title="Brand protection" icon="shield-heart">
    * Tag counterfeit or unauthorized use with custom labels
    * Track takedown requests in notes
    * Filter for legal team review
  </Accordion>
</AccordionGroup>

***

## 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

<CardGroup cols={3}>
  <Card title="Organize findings in projects" icon="folder-open" href="/collaboration/investigation-projects">
    Save annotations to a Team or Solo project for long-term tracking and organization.
  </Card>

  <Card title="Share and export results" icon="share-nodes" href="/collaboration/export-sharing">
    Export annotated results and share them with stakeholders.
  </Card>

  <Card title="Set up team collaboration" icon="users" href="/collaboration/team-collaboration">
    Configure your team workspace for shared annotations and real-time collaboration.
  </Card>
</CardGroup>