Adding a note and a file. Note templates

Notes are the type of entries you can find in customer profiles and the Dashboard. Using notes, you can convey important content related to your company's customers, sales, or other CRM users. You can attach various files to your notes, such as PDF documents or presentations. In this article, you will learn how to add both notes and files.

In this article, we've described:

You can add notes in the Dashboard and contact, sales, and space profiles. Notes are placed along with other entries in a central area known as a board or a wall.

To add a note:

2. When pressed, the text area will be expanded with the available options. Now you can enter your note text,

and, using the tools available in the editor, format the note by applying:

3. Before saving a note, you can set its visibility: it can be available only to you, to you and your Managers, or to everyone.

4. You can also tag a note while adding it.

5. You can change the publication date, which is the exact time the note will appear.

6. When all the note settings are ready, publish it.

7. You will receive information about adding a note on the board.

8. Done.

The Note Templates feature introduces a complete system for creating, managing, and applying reusable note structures to speed up note-taking and ensure consistency.
Users can open the Template Manager directly from the note composer, where they can create, edit, delete, and organize templates within a dedicated modal window. Templates can then be applied instantly while writing notes, helping users avoid repetitive manual work.

When adding notes, you can create your own template or use an existing one.
A template is saved content that can be downloaded to the note you are adding.

Create the content of your note, then go to templates in the top right corner of the form and select “Save as template”. You can also go to template management and create a new template from there.

Enter a title and save the template.

Go to templates in the top right corner of the form and select one of the existing ones. Remember, if you enter some text and then select a template, the previously entered content will be overwritten. In this case, you can undo the changes using command+Z or CTRL+Z.

To make changes to an existing note, go to template management, find the template you want to update, and select “edit”. If you have a large number of templates, use the search engine on the right-hand side.

Go to template management, then find the template you want to delete. In the top right corner, under the three dots icon, you will find the option to delete it.

The feature is fully integrated with required notes in Sales Process steps—when a step requires a note and the composer opens automatically, the template dropdown is available so users can apply a predefined template without additional clicks.

Important information:

You can add a file in Livespace in two ways. The first is to drag it from the folder to the note area.

The second way is to add a file by selecting the file from the disk. Tap the text area, then the paperclip icon and select a file.

Once the file is added, you can enter a note's text (not required). Then click Publish:

The file is added along with the text of the note on the board.

Good to know: