Using Notebook with Zoho Connect
- Notebook is enabled by default to all organisations using Connect.
- Notebook will automatically sign in using the signed in Zoho Connect account through Single Sign-On.
- The organisation or network admin in Zoho Connect has the permissions to enable and disable Notebook to their users.
Enable/Disable Notebook in Zoho Connect
- Sign in to Zoho Connect.
- Click the plug icon from the top-right part of the page.
- Click Manage under the new page.
- Click Approve/Restrict to allow or disable the use of Notebook.
- The changes will be automatically applied to all members within the network.
Notebook in Connect
- Create, edit and delete notes.
- Search through your notes.
- Post a note as a status in Zoho Connect.
- Copy a note’s content to Clipboard.
- Secure a note.
- Open a note in Notebook web app.
Post a note as status
- Click more action placed on the top right of a note preview.
- Click ‘Post as Status’.
- Select the destination and click 'Share’.
Associate a note to a post in a feed
- Scroll to the post which needs to be associated to a note.
- Click ’Take Note’ placed on the bottom of that post/status.
- Create a new note by clicking any of the four create note icons placed at the bottom.
Associate a note to a forum/task
- Choose the forum or task you need to associate to a note.
- Click ‘More’ action placed to the right of the title.
- Click ’Take Notes’.
- Create a new note by clicking any of the four create note icons placed at the bottom.
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