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Desktop users

User's guide to using ideolve desktop users

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Sign up to Ideolve
Navigate to ideolve.mithi.com and click Free Trial Fill in the required information to REGISTER CLOSE  the window. You will receive the Ideolve activation email to the registered email id.  Log in to your registered email acc...
Login to Ideolve
× To login to Ideolve, click on the Sign In button on ideolve.mithi.com  or enter the URL https://web.ideolve.com in your favorite browser. If you are logging in for the first time, enter the email id used to sig...
Understanding User Interface
Overview The Ideolve interface is made up of three panes. The Application Bar  The List view The Note view Application Bar On the left of the screen is the Application Bar.  The options on the Application Bar allow you ...
Customize your Ideolve account
Overview Manage your account details using the Settings sections of Ideolve. Using the options provided on the Settings pane you can update your primary details, password, and the option to receive summary reports. Also, find th...
Creating and managing workspaces
Workspace A workspace is a place where you and other members of the workspace can upload documents, reports and capture ideas and other information in Notes. By default, all the notes that you create are added to your personal space on Ideolve ...
Accepting an invitation to join a workspace
Overview Joining an Ideolve workspace allows you to collaborate with other team members on the workspace. Once you accept an invitation, you can view and comment on the notes shared with you or start new topics by creating and sharing not...
Adding notes
Overview Notes provide a free space to capture ideas &information using text, tables, images, documents, hyperlinks and so on. × Create a note To create...
Tagging
Overview There are two types of tags in Ideolve. The first one is private tags, which are as the name suggests available only for you. Private tags help you classify notes in your own way. The second is a shared tag. When a s...
Sharing notes
Sharing a Note By default, all the notes that you created are added to your  personal space  on Ideolve. This is called  My Space . In order to share a note, you first have to move it to a common workspace and then sha...
Assigning Note Permissions
Overview When sharing a note within a workspace, the note owner can assign permissions to share or publish the note as follows: Full:  A user with Full permission can: Share or un-share the note. Publis...
Managing Note level controls
× List of Controls Export note : Users associated with the note are allowed to export the note content Create comments : Users associated with the note are allowed to post com...
Publishing notes
Users belonging to a workspace are allowed to publish notes owned by them or to which they have publish permissions . Select the note.  The note contents will be displayed in the  Note view . From the drop-down menu ...
Searching
As Ideolve is used for team collaboration, more and more valuable information is collected.  This information can be easily accessed using the powerful search in Ideolve. Search across notes Click on the...
Collaboration in Ideolve
Overview Ideolve is an ideal platform for collaboration between teams. Unlike communication apps where a single thread is used to collaborate or communicate on multiple topics, in Ideolve, each discussion is around a single topi...
Exporting Notes
Overview You can use Ideolve to export the note, its comments, and attachments in a single zip. The exported file will contain the note and its content in HTML format and also the files attached to the note or comments. To export the...
Share feedback
Login to Ideolve . On the top of the Application bar, clicking the   Profile photo   will open the options pane. Click the Feedback option to pop-up a window where you can share your feedback. Click the Submit button...