👥 Private Notes and Collaboration

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

1. Click the "Invite" button in the top right

2. Enter email addresses of invitees

3. Choose their access level: • Assigned: responsible for completing the note • Editor: can modify the note

Invitees receive an email with a link to access and modify the note. When any changes are made, you receive an email notification.

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.