Notes overview

Notes hold free-form observations, meeting details, and other context in a personal or organization workspace. A Note keeps its content, subject date, About relationships, attachments, access settings, and revision history.

Start with the right task

1. Choose the intended workspace and open Notes.
2. Find and filter Notes, including Current versus Archive and paged results.
3. Open a Note to read it, or select New Note to create one.
4. Check its About relationship, original creator, current revision author, and subject date.
5. Use the actions available for your access level.

The subject date describes when the content applies. It is separate from the creation and modification dates. List previews are shortened; open the Note for full content and attachments.

Save and recover work

Select Create Note or Save new revision to save editor changes. Existing revisions remain in History. Use the formatting guide for tables, links, inline images, and Source mode. Files added through Attachments also belong to revisions.

If another edit was saved, follow save-conflict recovery. CareMap keeps your draft while you review the latest revision; it does not automatically merge both versions.

Saved drafts provides device-local recovery copies. A local backup is not a saved server revision. Review and explicitly save recovered content.

Understand access and history

Access depends on your relationships to the Note and its workspace. Editing and management are separate capabilities. An editor can save content without necessarily having Share, archive, or deletion controls.

Choose About people carefully during creation; the saved About selection cannot be removed in the editor. Review sharing before granting someone access, because readers can also see earlier revisions.

A contact's broader Notes Access is separate from sharing one Note. See consent and access for that distinction.

Note managers can use Archive and Restore when offered. A Note with About people cannot be permanently deleted; other Notes require the appropriate owner or Manager authority.

Background processing

A blank initial title can trigger automatic title generation, which uses destination AI credits and can add a revision.

Agent search preparation is separate from saving the Note. Read its processing message and use the offered refresh or retry control. A saved Note can remain readable while search is unavailable.

If an action or Note is unavailable

Check workspace, search, filters, and Current versus Archive first. Creation and editing also depend on Notes permissions, applicable workspace License grants, and available storage. Follow the specific message shown.

For a failed read, use the displayed retry control. For a failed save, keep the editor open and use the recovery guide that matches the message.