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Table of Contents

Last Updated: May 01, 2019 02:31PM CDT
Table of Contents
 
Section I Settings
 
Notate Setup and Exchange Syncing
General Settings
File Settings
Contact Settings
Getting Help

 
Section II Notes
 
Create a new note 
Importing, Editing, and Saving PDF Documents
Inserting PDF Documents into Notes
Opening Office Documents
Using the Notate Keyboard
Note Editor
Selecting an Editing Style
Editing Text

Drawing
Handwriting Mode
Erasing Annotations
Cut, Copy, Paste & Moving Annotations
Adding Media to Notes
Recording Voice Notes
Camera
Photo Gallery

Scan Document
Web Clippings
Text Boxes and Forms
Resizing Images

Text Search in Notes
URL Hyperlinks
Adding Backgrounds to Notes
 
Managing Notes
            GPS Address Note Insert
            Saving, Deleting and Filing Notes
            Deleting Notes
            Searching for Notes
 
Organizing Notes
            Creating Notebooks
            Renaming Notebooks
            Deleting Notebooks
            Smart Notebooks
            Templates
            Using the favorite note setting “STAR”
 
Note Sharing
            eMail
            iOS Open in Command
            Collaborating on Notes with a team
 
Section III Tasks
 
Getting Started with Notate Tasks
Creating a new Task

Managing Tasks
Organizing Tasks

            
            Creating Projects
            Renaming Projects
            Deleting Projects
            Smart Projects
            Setting up a Custom Smart Project
Sorting Task
Searching for Task

Creating a New Project
Deleting Projects

Creating a Shared Project

Section IV Calendar
 
Agenda Pane
Meeting Info

Action Items
Meeting Notes
Sending Meeting Minutes


Section V Contacts
 
Using Notate for Business Card Scanning
Scan a Business Card
Review Scan Results
 

Section VI Files
 
Getting Started with Notate Pro Files
Importing Documents with Open-In
Connecting to SharePoint & Network Shares
Scanning Documents
Converting Office Documents to PDF
Navigating Documents
Editing PDF Documents 
Saving and Exporting Documents

 
 

Contact Us

support@shafersystems.com
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