Notes Integration in Dash SaaS

Introduction

The Notes feature is an essential tool within Diary and Notes Keeper, designed to simplify the process of capturing and organizing your thoughts, important information, and to-do lists in a single, accessible location. Whether you need a place to store quick ideas, important reminders, or reference materials, the Notes feature offers a convenient and efficient solution. With both personal and shared note options, it caters to individual users as well as collaborative needs, making it a versatile tool for diverse purposes.

The primary purpose of the Notes feature is to facilitate effective note management, ensuring that you can seamlessly create, organize, and retrieve your notes whenever you need them. Whether you’re studying, referencing, or collaborating with others, this feature is your go-to solution for keeping your notes well-organized and easily accessible. Creating a new note is a simple process – just click the “New Note” button within the Notes section, where you can input your text, apply formatting, and save the note for future use. This user-friendly feature is your reliable companion for staying on top of your thoughts and tasks.

Workflow Installation

So, the following is the process of the installation of the Notes Add-On with the help of which you can easily have access to this add-on.

Step-1- Super Admin Access:

Firstly, the super admin has to add the Notes add-on by following a few steps.

• Login to the super admin side and scroll down to “add-on manager”



• Click on the “+” (Module Setup) button to add the Add-On.



• You will find a box where you must attach the ZIP file of “Notes Add-On.”



• After you complete the module setup process, you have to enable it so that the rest of the customers can buy it.

Step-2- Company Login Access:

After the super admin enables the add-on, the admins can purchase the add-on and have access to the Notes add-on by following the steps mentioned below.

• So, the admin has to first purchase the add-on by navigating to the “subscription plan” page and then you have to click the “usage plan” and find the Notes add-on and buy it.

Step 3: How to use the Notes Add-on?

• After you purchase the add-on find out the Notes add-on from the menu.



• Once you click on that button you will see a page where you can create notes.



• Just click on the “+” button, and enter the details like title, description, and color. You can also generate the notes with the help of AI.





• At last, you just have to select the type whether you have to keep it personal or share it with customers.