Sharing notes

Sharing Notes

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 share the note. 

  1. Select a note, the note will appear in the Note view.
  2. From the menu in the Note header, select Share.
  3. In the pop-up dialog box, select a Workspace. If you are not part of any workspace or want to share the note via a new workspace, click on + to create a new workspace. Enter a name and description for the workspace.
  4. Once you have selected the workspace, you can share the note with a single user (identified with a user name or email id) or a group of users.
    1. Click the down arrow to view the list of members of the selected workspace. Select the users with whom you want to share the note. 
    2. If the user with whom you want to share the note is already a part of the workspace, enter the user name. The auto-complete feature will suggest the matching users.
    3. If the user with whom you want to share the note is not part of the workspace, enter the email id.
    4. To share the note with a group of users, select an existing group or create a group. For existing groups, enter the Group id. For creating a group, click on the group icon, and give details.
  5. Click on Next.
  6. If any user, is not a part of the workspace, then the system will prompt you for a confirmation to invite the user to the workspace. 
  7. When you share a note with a user, you are prompted to update the note controls to ensure the security and privacy of the note content.

    To update the note controls, click on the click on the Review button.

    To share the note without updating the note controls, click on the Close button.

  8. Click Done.
  9. When you share the note with new users, you will be prompted to review the Note controls. These controls allow you to control content security.

Note management

When sharing a note within a workspace, the note owner can assign permissions to share or publish the note as mentioned here.