Notes Journaling

Good Afternoon,

I was wondering if you could point me in the best direction to become more adept at using your notes journaling option? I found some information in the knowledge base section, and have seen it referenced in the publishing with Optuma webinar, but was looking to see if additional information was available as well.

In short, I'm looing to standardize my workbooks with the chart layouts that I choose, and recommendations (along with notes) to the left, and then publish those to .pdf's. And my plan is to do this for both individual equities as well as commodities. Additionally, as it relates to the notes journal recommendations option, am I able in some cases to replace "Buy", "Sell", "Hold", with "Bullish", "Bearish", or "Neutral". For example, I may put together a note that includes energy based stocks, and the individual recommendations that I have decided on for them (i.e. Buy or Sell), but I may also include charts related to WTI and Brent within the report, whereby I may include COT data and publish a "Bullish" or "Bearish" outlook.

Thank you in advance for your assistance.