Sharing Levels
To change access level, click on "Private Note" and select:
Private Note (default)
Visible only to you
Perfect for personal notes
Organization
Visible and editable by all members
Ideal for team collaboration
Public
Accessible to anyone with the link
Enables sharing without a there account
Email Invites
Targeted collaboration with specific people
Works without a there account
Inviting Collaborators
Click the "Invite" button in the top right
Enter email addresses of invitees
Choose their access level: • Assigned: responsible for completing the note • Editor: can modify the note
Invitees outside your organization are identified as "guests".
Tracking Assigned Tasks
When a note is assigned:
Note becomes a "to-do" task
Changes to "in progress" after assignee edits
You receive an email notification to finalize
Editing a Shared Note
Edit text and add images from any device
Use "/" to access formatting options: Headings (3 levels), Bullet or numbered lists, Task lists, Callout, Horizontal rule
Click "Done" to save changes
Adding Images
Web: "Add images" button in bottom left
Mobile: "Photos" button to : Take a photo, Choose from photo library, Select from files
FAQ
Question: Who can see my private notes?
Answer: Only you. They remain confidential until you choose to share them.
Question: Do invitees need a there account?
Answer: No, they can edit notes directly from the email link.
Question: How do I know if a note has been modified?
Answer: You receive an email notification when an assigned invitee modifies the note.