Overview

Welcome to Zoho Notebook! Whether you're taking personal notes, managing work, planning projects, or migrating from another note-taking app, this guide will help you get started.

If you're new to Notebook, we recommend following the sections in order.

Step 1: Download Zoho Notebook

Zoho Notebook is available across multiple platforms, allowing you to capture and access your notes wherever you are.

Available on:

• Web
• Windows
• macOS
• Linux
• Android
• iPhone
• iPad
•    Apple Watch (View and manage notes)
•    Android watch

Download the latest version of Notebook for your preferred devices and keep the app updated to enjoy the latest features, improvements, and bug fixes.

Related Article

• Mobile and Desktop apps

Step 2: Create or Sign In to Your Zoho Account

When you launch Notebook for the first time, you'll be prompted to either sign in with an existing Zoho account or create a new one.

If you're new to Zoho:

• Create a free Zoho account directly from the app or website.
• Verify your email address.
• Sign in to start using Notebook.

If you already have a Zoho account:

• Simply sign in using your existing credentials.
• Your notes will be associated with this account and will sync across all devices where you sign in.
  

Tip: Use the same Zoho account on all your devices to keep your notes synchronized.

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• Creating a Zoho Account for Zoho Notebook
• Manage Your Zoho Account
• Delete Your Zoho Account

Step 3: Get Familiar with the Notebook Interface

Before creating notes, it's helpful to understand the basic structure of Notebook.

Notebook

A Notebook is the primary container that stores your notes. You can create multiple notebooks for different purposes such as work, personal, travel, or study.

Note Card

Every note you create is stored as a Note Card. Notebook supports multiple card types depending on the content you want to save.

Collection

Collections allow you to group related notes together within a notebook without moving them to another notebook.

Sidebar

The sidebar provides quick access to your notebooks, tags, favorites, recently modified notes, settings, and more.

Search

Use the built-in search to quickly find notes by title, content, tags, attachments, OCR text in images, PDFs, and more.

Settings

Manage your account, sync preferences, security settings, themes, notifications, and other app preferences.

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• Customizing Your Notebook
• How to Quickly Locate Notes Using Search

Step 4: Create Your First Note

Notebook supports different note types to suit various needs.

You can create:

• Text Cards
• Checklist Cards
• Photo Cards
• Audio Cards
• Sketch Cards
• File Cards
• Smart Cards
  

Choose the card type that best matches the information you want to capture. You can also convert and edit many card types later as your needs change.

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• Organizing notes in Zoho Notebook

Step 5: Organize Your Notes

As your collection of notes grows, Notebook offers several tools to help you stay organized.

You can:

• Create multiple notebooks.
• Group related notes into collections.
• Add tags for easier searching.
• Mark frequently used notes as Favorites.
• Pin important notes to the top.
• Use Filters and Noteboards to create customized views of your notes.
  

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• Using Tags in Zoho Notebook
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Step 6: Sync Across Your Devices

Notebook automatically syncs your notes whenever you're signed in with the same Zoho account.

To ensure smooth syncing:

• Use the same Zoho account on every device.
• Keep your device connected to the internet periodically.
• Allow synchronization to complete before signing out, uninstalling the app, or switching devices.

If your notes don't appear immediately, you can manually trigger a sync or perform a Full Fetch to refresh your local data.

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• Sync and Backup in Zoho Notebook

Step 7: Import Your Existing Notes

Already using another note-taking app? You don't have to start from scratch.

Notebook supports importing or migrating notes from:

• Evernote
• Microsoft OneNote
• Apple Notes
• Google Keep
• Zoho Mail Notes
• Markdown files
• Notebook Export (.znote)

Most imports preserve your notebooks, note structure, and supported attachments.

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• Migrate to Notebook

Step 8: Share and Collaborate

Notebook makes it easy to collaborate with others.

You can:

• Share individual notes.
• Share entire notebooks.
• Collaborate in real time.
• Control editing permissions.
• Stop sharing whenever needed.

Notebook Business also provides additional collaboration and team management features.

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• Co-Work in Notebook

Step 9: Explore Notebook AI

Notebook AI helps you work faster by assisting with writing, summarizing, organizing, and understanding your notes.

With Notebook AI, you can:

• Generate new content.
• Rewrite existing notes.
• Summarize long notes.
• Translate content.
• Improve writing.
• Extract action items.
• Transcribe audio and meeting recordings.

Notebook AI is available as a separate plan and is included with Notebook Business.

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• What is Notebook AI?

Step 10: Protect Your Notes

Your notes often contain valuable personal and professional information. Notebook includes several features to help keep them secure.

We recommend:

• Enabling Multi-Factor Authentication (MFA) for your Zoho account.
• Using a Notebook passcode or biometric authentication.
• Exporting your Notebook periodically as a backup.
• Keeping the Notebook app updated to the latest version.

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• Recover Access to Locked Content
• Account Security in Zoho Notebook

Step 11: Get Help When You Need It

If you need assistance, the Zoho Notebook Knowledge Base and support team are here to help.

Before contacting support:

• Search the Knowledge Base for answers.
• Keep your app updated.
• Include screenshots or screen recordings when reporting an issue.

Providing detailed information helps the support team investigate and resolve issues more quickly.

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• How to Contact & Work with Our Support Team
• Support Guide: Submitting Feedback & Initiating Chat

Frequently Asked Questions

1. Is Zoho Notebook free?

Yes. Zoho Notebook offers a free plan that includes the core note-taking features. Premium plans provide additional storage, advanced features, and AI capabilities.

2. Can I use Notebook on multiple devices?

Yes. Simply sign in with the same Zoho account on each device. Your notes will automatically sync across supported platforms.

3. Will my notes be deleted if I uninstall the app?

No. If your notes have been synced with your Zoho account, uninstalling the app does not delete them. Simply reinstall Notebook and sign in with the same account to restore your synced notes.

4. Can I use Notebook without an internet connection?

Yes. You can create, edit, and view notes offline. Changes will automatically sync the next time your device connects to the internet.

5. Can I move my notes to a new phone or computer?

Yes. Install Notebook on your new device and sign in with the same Zoho account. Once synchronization completes, your notes will be available on the new device.

6. Can I use multiple Zoho accounts in Notebook?

Yes. You can sign out and sign in with another Zoho account. Before switching accounts, ensure all your notes have synced and export a backup if necessary to avoid accidental data loss.

Next Steps

Now that you're familiar with the basics, continue exploring Notebook with these guides:

• Notecard Actions
• Video Notes in Zoho Notebook
• Scanners in Zoho Notebook
• Tips & Best Practices for Using Zoho Notebook
• Nested Collections in Zoho Notebook
• Be Organized with Reminders

Need Further Assistance?

If you have questions or need help getting started, contact the Zoho Notebook Support Team at support@zohonotebook.com. 

You can also explore the rest of the Zoho Notebook Knowledge Base for detailed guides, feature walkthroughs, and troubleshooting articles.

We're always happy to help you make the most of Zoho Notebook.