What it does
Notes is your team's workspace for capturing investor updates, meeting summaries, strategy ideas, and product learnings. It's a full rich-text editor with folders, tags, comments, sharing, and export to PDF or Word.
Who can use it
Anyone in your organization with read access to the Notes module. Creating new notes requires create rights; editing your own notes requires write rights.
The Notes feature must be enabled for your organization.
Your organization may have a monthly limit on how many new notes you can create.
How to get here
From the sidebar, open Profile & Company and click Notes.
What you'll see
Left: the list of your notes with search, status filters, a pinned-only filter, and a folders bar.
Right: the editor for whatever note is selected.
Step-by-step: create a note
Click Add Note in the top-right.
The editor opens with a blank note in Draft status.
Click the pencil icon next to Untitled note to set a title, then click Save.
Click into the editor body and start writing. Type
/for a slash menu.Click Save in the top-right when ready.
Step-by-step: change note metadata
Open the note and click the gear icon for Note settings.
Edit: Executive summary, Tags (max 20), Status (Draft/Published/Archived), Shared access, Pin note.
Click Save on the main editor.
Step-by-step: organize with folders
Click Manage folders in the top bar.
Create, rename, or delete folders.
To file a note, open it and click the folder chip below the title.
Step-by-step: share a note externally
Click the share icon in the editor.
Choose public link or private email share.
Set password, expiry, comment/download/edit permissions.
Generate and copy the link.
Step-by-step: collaborate with comments
Click Comments in the editor.
Add a comment at the page level or reply to existing threads.
Step-by-step: print or export a note
Click the More menu (three dots).
Choose Print note, Export as PDF, or Export as Word (.docx).
Step-by-step: duplicate, archive, restore, or delete
Use the More menu: Duplicate note, Archive note, Restore note, or Delete note (permanent).
Tips & limits
Full formatting: headings, lists, checkboxes, tables, images, callouts — type
/.Tags limited to 20 per note.
A note can be sent to DocSign from the More menu.
Archived and deleted notes don't free up the monthly count.
FAQ
Are my notes private to me by default?
Yes. New notes are only visible to you until you share via Shared access or a public share link.
Can multiple people edit the same note at once?
Teammates with shared access can each open and save changes. Most recent save wins.
What's the difference between Draft, Published, and Archived?
Draft is WIP. Published is "finished". Archived hides without deleting.
How do I get a note back after archiving it?
Change the status filter to Archived, open the note, and set status back or use Restore note.
Can someone with a share link edit my note?
Only if you turned on Allow edit.
What happens when I delete a note?
Gone for good — there's no trash bin. Archive if unsure.