Notes
Share a note and work on it together
Invite people to view, comment on or edit a note, and see what changed.
Before you start
Who this is for
Teams, and anyone working with a colleague or client on the same notes.
Before you start
- The other person’s email address or AICOUNTLY account id.
Steps
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Step 1: Open Share
Open the note and choose Share.
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Step 2: Add the person
Type their email or AICOUNTLY account id and choose Can view, Can comment or Can edit.
Tip: Share a whole notebook instead, and everyone you add can open the notes inside it.
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Step 3: Talk in comments
Use Comments to discuss the note without changing it, and Reply to keep a thread together.
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Step 4: Go back to an earlier version
Open Version history to see earlier versions and restore one if needed.
What happens next
The person finds the note under Shared with me. Everyone sees the note as it changes, including anything written in it later.
Questions
How do I stop sharing?
Open Share and remove the person. Someone who no longer needs a note can choose Leave this note.
Ready? Try it now.
Open Notes in a new tab and follow along.