Creating and managing notes in the <var class="keyword">
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RingCentral
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Notes allow you to document information to refer back to later. You can add notes directly into messages, groups, and teams. While creating a note, you can format your text and insert links, files, images, tables, and code snippets.

Where do you want to create and manage notes?

## Desktop & web

Creating notes
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* Go to **Message** in the navigation bar.
* Click a conversation in the list.
* Click the **New note** icon above the message.

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnoteA.png)

* Name your note in the **Title** field.
* Write your note in the **Create your note here** field. You can use the buttons above to format your text and insert links, files, images, tables, and code snippets.
* Save or post your note.
  * To save your note, click the **Save** as draft icon. You can return to the draft by opening the **Notes** tab in the conversation details panel at the far right.
  * To post your note, click the **Post note to \[conversation\]** icon on the top right.

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnote1.png)

Managing notes
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You can view, edit, share or delete any note.

### Viewing notes

Once created, a note will appear in the message thread and conversation details panel at the far right under the **Notes** tab. In this section, you'll see all notes created for that conversation with the most recent at the top. Each note will display the title and name of the person who created it.

### Editing notes

To edit a note, do either of the following:

* Click the note in the conversation, then click the **Edit** icon at the top right.
* Open the conversation details panel at the far right under the **Notes** tab. Click the three-dot **More** icon (a) and click **Edit** note (b).

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnote2.png)

### Sharing notes

You can share a note with another team or coworker.

* Click the three-dot **More** icon to the right of the note in the conversation or details pane.
* Click **Share** note.
* Type the name of the person or team with whom you want to share the note or select from the list of recent conversations.

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnote3.png)

### Deleting notes

You can delete any note you created.

* Click the three-dot **More** icon to the right of the note in the conversation or details pane.
* Click **Delete** note.

## Mobile

Creating notes
--------------

* Tap **Message** in the navigation bar.
* Tap the conversation where you want to create your note.
* Tap **+ New Actions** to the left of the message field, then tap **New note**.
* Tap the **Title** field to give your note a name.
* Tap the space under **Content** to write your note. You can use the buttons below the field to format your text and insert links, files, images, tables, and code snippets.
* Save or post your note.
  * To save your note as a draft, tap the back arrow. You can return to the draft by tapping the three-dot **More** icon at the top right of the conversation, then tapping **Notes**.
  * To post your note, tap **Done** at the top right.

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnote4.png)

Managing notes
--------------

You can view, edit, share or delete any note.

### Viewing notes

Once created, that note will appear in the message thread. You can also tap the three-dot **More** icon at the top right of the conversation, then tap **Notes**. In this section, you'll see all notes created for that conversation with the most recent at the top. Each note will display the title, creation date, and name of the person who created it.

### Editing notes

To edit a note, open the conversation, then do either of the following:

* Tap the note in the conversation, then click the **Edit** icon at the top right.
* Tap the three-dot **More** icon at the top right of the conversation, then tap **Notes** . Tap the note, then click the **Edit** icon at the top right.

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnote5.png)

### Sharing notes

You can share a note with another team or coworker.

* Tap the conversation with the note.
* Share your note by doing one of the following:
  * Tap and hold the note. Then, tap **Share** note.
  * Click the three-dot **More** icon at the top right of the conversation, then tap **Notes** . Tap and hold the note. On the menu that appears, tap **Share note**.

* Type the name of the person or team with whom you want to share the note or select from the list of your recent conversations.

  ![](https://assets.ringcentral.com/content/dam/xml-assets/doc_team/en_us/ringcentral/mvp/RC-App/Creating-and-managing-notes-in-the-RingCentral-app/Images/makingnote6.png)

### Deleting notes

You can delete any note that you created by doing either of the following:

* Tap the note in the conversation, then click **Delete**.
* Tap the three-dot **More** icon at the top right of the conversation, then tap **Notes** . Tap the note, then tap **Delete** at the bottom of the screen.