Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNotesDisplay all NotesMake a New NoteQuick Search NotesNotes Advanced SearchNew QuickNotes FolderAdding a Note to a FolderReturn All Notes in a FolderDelete a QuickNoteUndelete a QuickNotePermanently Delete a QuickNoteChange QuickNote ColorPassword Protect a QuickNoteRemoving Note PasswordSharing a QuickNoteMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
Sharing a QuickNote
You can share QuickNotes with other OA Mobile users within your account in either |Read-Only| or
|Full-Editing| mode.
To share a QuickNote with other users, follow the steps below.
- From the |Navigation Bar|, select the |Notes| drop-down, then select |My Notes|.
- Select the note you would like to share.
- Open the |Shared To| section.
- Select the |Edit Sharing| button.
- Choose the user you want to share the note with, then select the level of permission to grant (Full or Read-Only).
- Select the |Back to Note| button to return to your note.
- Your sharing settings will be shown in the |Shared To| section, along with the number of users the note is shared with.
- In the account of the user the note was shared with, the shared note will appear in their notes section.
- From within the shared note, the user can select |Shared To: Me| to view sharing details or choose to stop sharing the note.
A note can be unshared by removing the sharing permissions using the same steps above.
A user can stop a note shared to them by selecting the |Stop Sharing to Me| option within the |Shared To:
Me| section of the note.
You can share QuickNotes with other OA Mobile users within your account in either |Read-Only| or
|Full-Editing| mode.
To share a QuickNote with other users, follow the steps below.
- From the |Navigation Bar|, select |Notes|.
- Select the note you would like to share.
- Open the |Shared To| section.
- Select the |Edit Sharing| button.
- Choose the user you want to share the note with, then select the level of permission to grant (Full or Read-Only).
- Select the |Back to Note| button to return to your note.
- Your sharing settings will be shown in the |Shared To| section, along with the number of users the note is shared with.
- In the account of the user the note was shared with, the shared note will appear in their notes section.
- From within the shared note, the user can select |Shared To: Me| to view sharing details or choose to stop sharing the note.
A note can be unshared by removing the sharing permissions using the same steps above.
A user can stop a note shared to them by selecting the |Stop Sharing to Me| option within the |Shared To:
Me| section of the note.
© 1991-2025 - Baseline Data Systems, Inc.