How to use Avidnote
Use the tabs to the right to learn how to use the different features of Avidnote.
To use the AI templates. Login, upload a document and open it. Click on the tab named AI
Check out our AI guide for more info: https://avidnote.com/ai-research-guide
To upgrade/downgrade your account, go to the settings page by clicking on your username in the top left sidebar. From there you can click on billing to change your account type. Premium accounts have more storage space.
To add a new paper, you can upload a PDF file either manually by clicking on the “Upload papers PDF” button in the left sidebar (recommended) or by searching for a paper on the research database.
The second option is a new beta feature which needs to be enabled in the settings. To enable it, you go to settings by clicking on your username in the top-left corner –> settings –> advanced settings.
Once this has been enabled, you can perform searches by typing in the search bar in the top left sidebar.
Tags are a powerful way to organize your papers and notes.
Create a tag
Click on a PDF paper that you have uploaded and inside the PDF view, click on the tag icon above PDF viewer on the right. From there, write your tags, click enter and then save before closing the window.
Filter using tags
Go back to the Dashboard view, your created tag will be shown in the right side. You can use the same tag for different papers. If you click on the tag, it will sort your papers based on that tag.
Delete tags
Go back to the Dashboard view, select the tag you wish to delete, and then click on the trash can that appears.
- Tag papers by topic
- Tag papers by their authors
- Tag papers by status (read, already read)
- Tag papers by version (draft1, draft2 etc)
1. Export references from Zotero/Mendeley
Before you can import your references to Avidnote, you need to export your references from Mendeley/Zotero as a BibTeX file (see below for details).
2. Import to Avidnote
You can import your reference library by clicking on the import reference button. This button is shown inside the settings page. To go to the settings page, click on your username in the top-left corner, then on “settings” —> manage my data.
From there, click import references and select the BibTeX file that you exported earlier.
// Exporting from Zotero
To export your references from Zotero, go to Zotero and click on the menu item File and then click on Export and choose BibTeX as your file format. Only the reference information (not PDF) will be exported. You can then import this file into Avidnote by clicking on the import references button in Avidnote. You can add the PDFs manually by clicking upload PDF in Avidnote.
// Exporting from Mendeley
Use the ‘Export All’ option that you find in the file menu and select the BibTeX format. Only the reference information (not PDF) will be exported. You can add the PDFs manually by clicking upload PDF in Avidnote.
You can export your references in the settings page, under ‘manage my data’. These references can be imported into your reference management apps (e.g. Zotero/Mendeley).
Similarly you can export your notes under manage my data and download them as an Excell file.
- Export notes for backup purposes
- Export references to Zotero/Mendeley etc
To add/edit reference information to a specific paper, you can click on the small gear icon, and from there you can edit the citation info and click save.
- Update citation for manually imported papers
- Papers imported from search contain citation info
If you need more help, you can contact us directly by clicking here, or you can leave your feedback using our feedback form here.
Schedule a Zoom call
If you want a live demonstration, you can schedule a free Zoom call. We can help you get started and show you how to use Avidnote. To schedule a Zoom call, use the contact form.
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Don’t hesitate to contact us if you need help
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Schedule a Zoom call if you prefer a live demo
If you have a promo code (coupon code), you can apply it by logging in, and then going to settings by clicking on your profile in the top left corner –> settings —> manage billing.
Inside the billing page, you can select whichever plan you want and then you should be able to fill in your promo code once you’ve selected a plan.
Need Live Help? Schedule a Free Video Meeting
Get in contact with us to get a free demonstration on Zoom or Google Meet.
