Co-Work in Notebook
You can safely and securely share your note cards with your friends and coworkers in Notebook. Start co-working using Notebook.
Please note that you can share a note card with only registered Notebook users.
Share note cards
To share your note cards with your friends, please follow these steps.
- Open a note.
- Click/Tap on the "Add User" icon placed on the action tool bar.
- Click/Tap "Add Members"
- Enter the email address of users you want to share the note card with and press enter. You can also choose the user from the suggestion list from Zoho Contacts.
- Click/Tap "Share".
- Choose ‘Edit’ access level to enable to editing for the shared user.
- An email will be sent to the shared users with a link to open the note.
View shared note cards
To view all the notes shared with you, please follow these steps.
1. Open the Notebook app.
2. Click/Tap "Shared with me" to view all notes shared to you.
3. Open a note card and tap on the user icon to see who shared the note card with you.
When you search for a note, the search results in Notebook will also include notes shared with you.
Unshare a note card
You can unshare note cards which are shared to you. To unshare a note card, please follow these steps.
- Open the Notebook app.
- Click/Tap "Shared with me" to view all notes shared to you.
- Open the note shared with you
- Click/Tap Menu, and then select 'Unshare’. On the iOS and Android app, you can swipe the note card and tap delete.
Remove users from a shared note card
To remove users from the note card you’ve shared with others, please follow these steps.
- Open the note
- Go to "Add User’
- Click/Tap 'Delete' from the user you would like to remove.
Share notes with your Organization
If you are a part of an organization, you can now share your notes with all users in the organization at once. Simply select "Share with Organization" to share your note with everyone, rather than manually sharing with individual separately. Users in your organization will be able to see the note using the note URL. If you open a note shared using the URL, it will appear under "Shared with me."
Block users from sharing note cards
You can block users in Notebook so they can’t share note cards with you. To block a user from sharing note cards, please follow these steps.
- Open the shared note from that user
- Click/Tap the user icon, and then select 'Block Contact'.
Limitations
You can share a note with up to 50 users. You can share up to 50 notes with your organization. You can share up to 500 notes privately. You can receive a maximum of 250 notes.
When you share a note card with edit access across multiple users, only one user can edit a note at a time. When the user who is editing the note at present is idle for 15 minutes, the edit lock will be removed automatically and others can now try to edit the note card.
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