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Notate Setup and Exchange Syncing

Last Updated: Apr 29, 2019 04:33PM CDT

Getting Started with Notate 

This getting started guide will give you the information you need to start taking notes, creating task list, syncing across devices and organizing your work.

Notate Set Up

When Notate is downloaded to your device, it will automatically register with the MDM provider and obtain the policy settings established by your MDM Administrator. Notate will not be authorized until the proper license code is obtained from the MDM policy settings. Until Notate is licensed, features like syncing, Apple Pencil support, business card scanning and PDF editing will be disabled.  

Notes and task can be created immediately in an off-line mode and will automatically sync when the MDM license policy is available. When the license policy is authorized, just tap on the orange “Synchronize” button in the lower left-hand corner.



Exchange Syncing

The Notate manager supports the sharing and ongoing note syncing with your Outlook account thru your organizations Exchange server. To add your Exchange Outlook account, tap on the orange Synchronize Macintosh HD:Users:markbeaton:Desktop:Screen Shot 2015-08-03 at 1.25.53 PM.png button in the lower left corner of the Notate home page. If Notate is licensed, you will be directed to the Notate syncing screen below.

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Your email address should automatically be prefilled.  To complete the sync set-up enter your Email password and tap connect. Synchronization will begin immediately following authorization.

In some cases, you may be requested to enter your domain user name and the Exchange Server EWS URL to complete the process.  

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Important note: After you have set-up your Outlook account, occasionally you may see a lightning bolt associated with your Outlook notebook (grey lightning bolt). 

The grey lightning bolt means that syncing communication has been lost between the device and your Exchange server. If you confirm your device has network communications the next step is to verify that your Outlook password has not changed, if so, re-enter your Outlook user password into the exchange set-up dialog box. 

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