Once you've created an account, you'll begin with a single Team. Within a Team, you can have multiple Spaces depending on your subscription plan. Spaces are areas where you and your team can create, store, and collaborate on documents.
Creating and Managing Your Team
Creating and Managing Your Team
Everyone starts with a default team.
- To set up a new Team, select the 'New Team' option under your account.
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Invite new team members
- Select your Team
- Go to 'Team Members'
- Select 'Invite People'
- Managing your Team Subscription
- You can access the details of your current plan, under the 'Settings' tab of your Team.
Working with Spaces
- Home This is where all of your documents are listed. You can invite additional team members under the Members tab.
- Starred: This view shows all of your starred or favorited documents.
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Unsorted: This is where you'll find any unsorted documents.
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My Templates: Here, you'll find your templates and you can add new templates as well.
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Shared Content: If you decided to create a weblink to any of your documents, those will be listed here and you can access our shared analytics feature from here.
Exploring the Three-dot Menu
Here you will find the options for
- Sorting documents
- Enabling 'Daily Notes'
- Accessing Activity, Stats, and Export/Import options
Customizing Space Settings
Under the 'Settings' menu, you will find the options for
- Changing the name and logo
- Adjusting visibility
- Configuring notifications
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Managing AI Assistant
Additional Tips and Tricks
Using templates effectively
Sharing content with others