SmarterMail 5.x Help
This documentation is for a product that is no longer supported by SmarterTools.

Notes Overview

SmarterMail allows you to store all of your notes in a single place, accessible from the web wherever you are. Notes can be used to store to-do's or important checklists. Some features of SmarterMail notes are:

  • Several colors to choose from
  • The ability to assign a category to a note

To get started, click the Collaborate button on the main toolbar, and then select the Notes control bar in the left side bar.


Manage Notes

The My Notes page lists all of your notes in one place and lets you sort and track them easily. View your notes by clicking on My Notes under the Notes tree in the sidebar.

The My Tasks page lists all of your tasks and lets you perform many actions:

  • Editing a Note - This can be accomplished three different ways:
    1. Select the note you want to edit and click the Edit icon from the actions toolbar; or
    2. Right click the note you want to edit and select Edit from the drop down list; or
    3. Double-click the note you want to edit
  • Deleting a Note - This can be accomplished two different ways:
    1. Select the note you want to delete and click the Delete icon from the actions toolbar; or
    2. Right click the note you want to delete and select Delete from the drop down list
  • Sharing Notes with Other Users (Enterprise Edition Only) - For information about sharing, please see the topic Sharing Your Own Resources.
  • To search your notes, click the Search icon on the action toolbar. This will open up a search toolbar below the actions toolbar which will allow you to search.