Community Knowledge Base

Creating New Notes

Starting a new note is extremely easy: simply click the New button. Once you do this, you'll be able to start entering your note details. These include:

Subject - This is the simple name for the note, like "Shopping List" or "Meeting Notes".

Description - This is where you enter the actual note contents. The note description area is fully HTML compliant with a rich editor so it's possible to stylize your note contents with different fonts and colors, links to outside resources, embedded videos, etc. Note: Inline images over 200KB will cause the window to become unresponsive when using Code View. This is a known issue with the Froala editor.

Note Details and Categories

When you add a new note in SmarterMail, you can save as much or as few details about the note as you like. In general, these details are divided into two sections:

  • Details - Select the note Source -- either the default Notes folder, any new or custom Notes folder you've created, or, if other users have shared their Notes with you, you can select one of those as the Source for your new Note. Note colors are a great way to keep notes of a specific type neatly organized. As a side note, the colors available match the colors of traditional paper sticky notes. Note: The color and text of the note are the only required fields to save a note.
  • Categories - A category provides a way to organize your notes into manageable groups. To add a category to a note, simply enable the category you want to apply.