Using Search
Quick Search
The quick search bar appears at the top of every page. It provides instant access to:
Clients
Meetings
Bills
Politicians
Committees and chambers
How to use quick search:
Click the search bar or press
/on your keyboardStart typing your search query
See suggestions appear as you type
Click a suggestion to go directly to that item
Press Enter to see all matching results
Search Tips
Search for bill numbers: "C-10", "SB 114", "HB 50"
Search for politician names: "Pierre Poilievre", "Mike Johnson"
Search for committees: "Finance Committee", "Environment"
Meeting Search
Meeting search provides more filtering options for complex queries:
Search within specific content types
Filter by date ranges
Limit to specific governments
Combine multiple search criteria
Search for meeting keywords: "carbon tax", "housing"
Using Wonk for Search
For more complex information needs, Wonk often provides better results than traditional search:
"Find recent Ontario bills about housing"
"Show me meetings where they discussed AI regulation"
"What did Pierre Poilievre say about carbon tax?"
Adding Notes
Notes help you capture insights, record analysis, and track action items. You can add notes to:
Meetings
Takeaways
Bills
Other items throughout Page
Creating a Note
Navigate to the item you want to add a note to
Click the "Notes" or "Add note" button in the top right of the page
Write your note using the rich text editor
Choose note visibility (see below)
Click "Save"
Note Visibility Options
When creating a note, you can control who can see it:
Visibility | Who Can See It | Best For |
Personal | Only you | Private thoughts, reminders, drafts |
Client-only | Users with access to this client | Analysis specific to a client, shared with client team |
Organization | All users in your organization | General insights, institutional knowledge, broadly relevant analysis |
Note on Enterprise Accounts
For enterprise organizations, "Client-only" notes are treated as organization-wide since the entire organization typically works together without client segmentation.
Viewing Notes
Notes appear on the item's page:
Your personal notes are always visible to you
Client-only and organization notes are visible based on your access
Notes show who created them and when
Editing and Deleting Notes
You can edit or delete notes you've created:
Find the note on the item's page
Look for edit or delete options
Make your changes or confirm deletion
Exporting to PDF
Page lets you export certain content to PDF for sharing, archiving, or including in reports.
What Can Be Exported
Meeting takeaways - Client-specific meeting summaries
Bill takeaways - Client-specific bill analysis
Meetings - Full meeting transcripts and summaries
Transcripts - Meeting transcripts for completed and live meetings
Creating a PDF Export
Navigate to the item you want to export
Choose language (Original, English or French for Canadian content)
Click the "Export" or "Export PDF" button
Optionally request an email when the export is ready
Click "Export"
Export Options
For meeting exports, you can choose to include:
Summary and key takeaways
Client relevance explanation (for takeaways)
Witness testimony highlights
Key discussion excerpts
Full transcript
Meeting metadata (date, participants, etc.)
Activity Log
The activity log shows recent actions taken by users in your organization:
Client creation and updates
Topic configuration changes
Notes added
Policy briefs created
Access the activity log from the "Activities" or "Recent Activity" link (availability depends on your organization settings).