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How do I use Notate for iOS?

  • Creating and Deleting Projects

    Creating a New Project Task can be organized by Projects; any numbers of projects are supported. To create a n...

    Apr 30, 2019 02:02PM CDT
  • How Do I Create a Shared Project?

    Creating Shared Projects Notate supports team sharing of projects by user email addresses. All users must be i...

    May 01, 2019 11:34AM CDT
  • Calendar Basics

    Agenda Pane Agenda view shows any events scheduled. By tapping on an event in the left pane, you will be see t...

    Apr 30, 2019 02:11PM CDT
  • Creating and Assigning Action Items

    Action Items Action items are items that can be created and assigned to attendees, and works like a checklist....

    Apr 30, 2019 02:14PM CDT
  • How Do I Send Meeting Minutes

    My Note Tapping on “My Note” allows you to create or edit a note for the meeting. During the meeting other us...

    Apr 30, 2019 02:16PM CDT
  • Notate Integration

    Notate Integration When meeting notes and action items are opened in Notate’s notes or tasks tabs, more advan...

    Apr 30, 2019 02:30PM CDT
  • How Do I Use Business Card Scanning

    Using Notate for Business Card Scanning The first thing that you will notice on the Notate contact screen is ...

    Apr 30, 2019 02:34PM CDT
  • How Do I Use the Files tab?

    Using Files and Email Attachments The Notate files tab displays a list of files from various locations. Tapp...

    May 01, 2019 11:44AM CDT
  • Importing Documents with “Open-In”

    To edit a document in Notate, simply open it in another third-party application such as your email client and ...

    Apr 30, 2019 02:56PM CDT
  • Connecting to SharePoint & Network Shares

    If your Administrator has configured Notate for SharePoint access, then you will be able connect to your corpo...

    Apr 30, 2019 02:57PM CDT

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