What you can do: Text Formatting
How: Step-by-step directions on how to format a new note:
1. Create a new note. You will find the formatting tools at the top of the text field.
2. To format the text, highlight it and select the option you need.
3. You can find more text formatting options by clicking on the three dots icon next to Italic.
4. To undo all the formatting, highlight the text and apply "Clear Formatting."
5. If you want to create a list, select one of the options: Bullet, Numbered, Check List.
6. To change text alignment, place the cursor at the beginning of the paragraph and select Alignment.
7. To embed a link, highlight the text and click on the "Insert Link" button. Paste the link and click "Insert."
8. To add an image to the note, click on the "Insert Image" button, select the image, and press "Insert."
You can change its size by dragging its sides.
9. To insert a table, press the "Insert Table" button.
You can format the whole table or separate cells by opening the Menu in the cell.
10. You can find more text formatting options by clicking on the three dots next to "Insert Emoji."
11. Save the note after formatting.
How: Step-by-step directions on how to format existing notes:
1. To change the formatting of the existing note in the Meetings, find the note on the left side, click on the text, and apply the formatting. Press "Save." All changes will be reflected on the document preview as well.
How: Step-by-step directions on how to format notes in the Library:
1. To change the formatting of the note in the Library, click on the pencil icon on the right side of the note and apply the formatting. Press "Save." All changes will be saved for future use.
NOTE: This does not affect existing notes on your contacts.
Tips
You can format text and paragraphs, insert tables and images, and add links.
When you change the formatting of the existing note, the changes will reflect on the Document Preview.
You can format notes in the Library, and the changes will be saved for future use.