Editing Notes
To edit a note from the List View:
- Click open the note you want to edit from the list of notes.
- Make the required edits in the Notes Editor and the changes will be automatically saved.
To edit a note from the Grid View:
- Click the note you want to edit from the notes listed in the grid.
- Make the required edits in the Notes Editor preview.
- Click the Tick
icon to save the changes.
You can also:
- Click the Expand
icon to open the Notes Editor in the Grid View in a full window. - Make the required edits in the Notes Editor and the changes will be automatically saved.
Deleting Notes
To delete a note from the List View:
- Right-click the note you want to delete from the list of notes.
- Select Delete from the drop-down menu.
- Click OK in the alert dialog that appears.
![](https://help.zoho.com/galleryDocuments/edbsnba4eaa2196122afc05fd1c70254b5a0b598fed26ff2d1df6713d987be339639a2cf1d03477ac01fdd2591ddf4426df11?inline=true)
Alternatively, you can also:
- Open the note you want to delete.
- Click the More Options
icon in the top-right corner of the Notes Editor. - Select Delete from the drop-down menu.
- Click OK in the alert dialog that appears.
![](https://help.zoho.com/galleryDocuments/edbsna3490d3ee31274379c0cd12175e787f920e9cb8fcab959aa0159f8d3712184c83dad0c3605b6cfec535ad883faf23313?inline=true)
To delete a note from the Grid View:
- Click open or hover over the note you want to delete.
- Click the More Options
icon in the top-right corner of the Notes Editor. - Select Delete from the drop-down menu.
- Click OK in the alert dialog that appears.
![](https://help.zoho.com/galleryDocuments/edbsn4fd85490bb851521604e4ab234cf73bdc3a8319254d4097845241616baa569963412ec244538e67a768754063d508456?inline=true)
Alternatively, you can also:
- Click the Expand
icon to open the Notes Editor in the Grid View in a full window. - Click the More Options
icon in the top-right corner of the Notes Editor. - Select Delete from the drop-down menu.
- Click OK in the alert dialog that appears.
Archiving Notes
To archive a note in the List View:
- Click open the note you want to archive from the list of notes.
- Click the More Options
icon in the top-right corner of the Notes Editor. - Select Archive from the drop-down menu.
![](https://help.zoho.com/galleryDocuments/edbsn9f4edc0d6f77f5eedfae3ca006ea8f7ad85bb1c1a04f0fcfb365b2e1a6966cc07b6c4da152132f580a104ca2bd2702ac?inline=true)
To archive a note in the Grid View:
- Expand or pop-out the note you want to archive in a new window.
- Click the More Options
icon in the top-right corner of the Notes Editor. - Select Archive from the drop-down menu.
Note: You can view all of the archived notes by clicking the Filter
icon in the notes list.![](https://help.zoho.com/galleryDocuments/edbsn85561aeb13d5631b3fa0b4538c63ed9658d3aaf8340204b1f7f5ab0bc22aac9ac19192447d423f3884d6c654d9040e81?inline=true)
Sharing Notes
To share a note with a colleague or group in the List View:
- Click open the note you want to share from the list of notes.
- Click the Comment
icon in the top-right corner of the Notes Editor. - Click the Add or View Invitees
icon. - Search and select a contact or Streams group or choose a contact from the list of suggestions.
- Click Invite.
![](https://help.zoho.com/galleryDocuments/edbsn094149f03d2dc59f157f4319a0185b1bc72197f1206b835eb9ac231fbcd47ba9a330973682d7aeded71786f15626330b?inline=true)
![](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
Notes:
- You can @mention an individual or group in comments and click the Share
icon to share the note. - You can add emojis and attach files in the comments.
- You can share a personal note with a person or a Streams group as well as share a group note with organizational members who are not part of that Streams group.
To share a note with a colleague or group in the Grid View:
- Click the note you want to share or expand, or pop-out the note in a new window.
- Click the Comment
icon in the top-right corner of the Notes Editor and repeat the same steps as above.
![](https://help.zoho.com/galleryDocuments/edbsnc9404d3166abfddd544672619d0bc421142e3c17803b0427880454d32e961d927eb25b7e371d487ec189eb12e1222d75?inline=true)
![](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png)
Learn more about how
Streams can help you collaborate on emails, tasks, and notes.
Sending Notes Via Email
You can send the content of a note via email. To do so from the List View:
- Open the note you want to send as an email.
- Click the More Options
icon in the top-right corner of the Notes Editor. - Select Send as Email from the menu list.
- The Mail Composer will open in a new window with the note title in the subject and the note content in the email body.
- Add the recipients of the email and make any changes as required.
- Click Send in the bottom-left corner of the Mail Composer to send the email immediately or use the Send Later
option to schedule the email for later.
![](https://help.zoho.com/galleryDocuments/edbsn6d2a92027d1d97edeb2b7cfa03a4bc62f421834e91c94a77e0cf134718fd8f522100d655fa6986ec80477ee3163c30d2?inline=true)
Alternatively, you can also:
- Right-click the note you want to send as an email from the notes list.
- Select Send as Email from the menu list that appears.
![](https://help.zoho.com/galleryDocuments/edbsn6905eb9cb8291a2324cf3f8265811ce824f6b8ea006b2fa4a52f66f51eb80c115d1d790039840d26cdf61862f87cf88e?inline=true)
To send a note as an email from the Grid View:
- Click or hover over the note you want to send as an email.
- Click the More Options
icon. - Select Send as Email from the menu list.
![](https://help.zoho.com/galleryDocuments/edbsn25682d01a618e3b285fe45c58ed255a755bf6a5e42010d099f03215014b4257b113e6f174a1d787f6f4e0d187558a74e?inline=true)
Restoring Content Versions
You can track your content version history to compare different versions or restore earlier versions as necessary. To do so:
- Open the note for which you want to track the version history.
- Click the More Options
icon in the top-right corner of the Notes Editor. - Select Content History from the menu list.
- A list of options categorized by the date and time of saved versions will appear.
- Select the version you want and it will be copied to the clipboard.
- You can then paste it in the Notes Editor and compare it with the current content to make changes as necessary.
![](https://help.zoho.com/galleryDocuments/edbsnc93eeb202752c52815f3084787587146868205bb7ea4bd47d461b834ce6365ed9ddbfc876784883ac13dff2c215d5c75?inline=true)
Note: You can track content version history and restore versions only for notes you've created.