👥 Private Notes and Collaboration

Choose who can view and edit your notes. Collaborate effectively while keeping your personal notes private.

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

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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.

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