General FAQs About Using Notable


The Tool Button

  1. What is a tool button?
  2. How do I install the tool button? What browsers does it work on?
  3. How do I use the tool button?
  4. My tool button isn't working what should I do?

Posts

  1. What is a post?
  2. What are comments?
  3. What is a note?
  4. Can everyone see my post?
  5. How can I change the title of a post?
  6. How do I archive a post

Versions

  1. How do I manage versions of posts?

Sets

  1. What is a set?
  2. Why would I use a set?
  3. How do I give someone access to a set?
  4. How do I add or remove posts from a set?
  5. How many feedback posts can be in a set?
  6. How do I change the title of a set?
  7. How do I archive a set?

Workspaces

  1. What is a workspace?
  2. What is the difference between a set and a workspace?
  3. Why would I use a workspace?
  4. Who can see stuff in a workspace?
  5. How do I move posts or sets to another workspace?
  6. How can I change the name of my workspace?
  7. How do I add someone to a workspace?
  8. How do I delete a workspace?

User Management

  1. How do I remove users?
  2. Will everyone on my account see my posts?

Adding Notes

  1. How do I annotate a screenshot?
  2. How can I tell if someone has read my feedback?
  3. How do I toggle off comments in annotation mode?

Data Storage

  1. Where do you store my posts? Are they secure?
  2. How much storage space do I get with my Notable account?

How To

  1. How do I change my email address or turn off email notifications?
  2. How do I change my password?
  3. How do I change my email display name or avatar?
  4. How do I change the name of my account?
  5. How do I update my payment/credit card information?

More on Users & Permissions

  1. What is an account owner?
  2. What is an administrator (aka admin)? Can we have multiple admins? How do I give someone admin access?
  3. If I delete a person, will Notable also delete all the messages, files, etc. they have posted?
  4. Can everyone see everyone else in a workspace? Can I hide contact information from other people?

Backup & Security

  1. Is our data backed up in case of an emergency?
  2. Is my Notable account secure. reliable, and confidential? Is our data safe? Where is the data hosted?
  3. Can we safely export our data as an extra precaution? What format is the export in?
  4. What are your Support Hours?
  5. Do you provide phone support?
  6. What is SSL and is it absolutely secure?

Pricing & Fees

  1. Are there sign-up fees? Termination fees? Any hidden fees we should know about?
  2. Can I purchase Notable for a year in advance?
  3. How does the 30 Day Free Trial work? How is it different than a Free account?
  4. If we upgrade will we be billed twice this month? If we downgrade will we be prorated?
  5. How do I upgrade or downgrade my account?
  6. How do I update my payment information? Or get a copy of an invoice?
  7. Can I cancel my account?
  8. What is the refund policy?


Browser Plug-In Capture Tool

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What is a capture tool button?

The Notable in-browser tool button allows you to capture a web page screen shot with one click or keystroke. It captures the information locally from your browser window and is the only way to capture pages that are behind a log in.


How do I install the tool button? What browsers does it work with?

The tool button is now available for Firefox, Chrome, Internet Explorer and Safari and works on both Mac OS X and Windows.

To install the button on Firefox, Internet Explorer and Safari, log in to your Notable account and select the proper browser from the “New Post” drop down menu. Then, click the big orange install button on the next page.

To install the button for Chrome, please visit the Notable Uploader Plugin at the Chrome Web Store.

How do I use the tool button?

Firefox
Notable’s tool button for Firefox captures a full page screen shot by default. To capture and upload a screen to Notable, just press the tool button.

With Firefox, you can take advantage of Notable’s capture queue to capture multiple pages before you begin to leave feedback. Captures will stay in your queue until you restart Firefox and will be uploaded to your Notable account as soon as you click the “Add Notes” button.

Chrome
The Chrome Notable tool works a little differently as it offers to different ways of capturing a website. When you click on the button, a drop down menu will appear with two options:

  1. Capture Visible Screen - This allows you to capture only the content currently seen in the browser
  2. Capture Entire Page - Will capture the entire webpage, even if it is currently out of view. Both options will automatically open the screenshot in a new browser tab as well as create the post within your Notable account.

Both capture methods will open a new tab of your post as well as add it to your Notable account.

Internet Explorer & Safari
The capture tool for these browsers uses a hotkey system to capture either a full web pages. To capture a full page, use the keyboard command Control+Shift+3.

Clicking the Notable tool button will only capture the portion of the screen currently visible within the browser.

My tool button isn’t working; what should I do?

If you find your Notable tool doesn’t seem to be working properly, there may be many possible reasons as to why. In order to address possible reasons and solutions, as well as address your specific case, please email us at support@notableapp.com with the following information:

  1. Type of browser you’re working from and the version you’re running
  2. The operating system of your computer
  3. Any additional plugins installed on the browser
  4. The website you are attempting to capture

Posts

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What is a post?

A Post is an screenshot, wireframe or a sketch has been uploaded into a Notable account. This may be an PNG, JPG, PDF, PowerPoint slide or Photoshop file.

What are comments?

Comments are feedback you provide on the overall post you are viewing. When viewing a post, you can add comments by clicking in the text below the post image.

What is a note?

Notes are feedback left directly on a post. You can provide a note by clicking “Add Notes” right above the post image, or hover over the post image until the option “Add Notes” appears. This will expand the post into annotation view, where you can click and add your feedback exactly where you want.

How do I share my post? (missing screen shots)

From the post page, click the “Share” button. You will be shown two options for sharing your post.

The first option allows you to type in the email address of the person/people you’d like to share the post with. You can also add a custom message and send them an email to let them know they were given access.

The second option is to distribute the share link located at the bottom of the share widget, just beneath the section where you would add email addresses.

Note: If you give someone the direct URL of a post, rather than the share link, and they were not added as a team member, they will not be able to access the post.

Can everyone see my post?

Nope! Only the people you’ve shared the post (or the entire set) with can see it.

How can I change the title of a post?

From any post page, just click anywhere on the title and you will see a cursor appear; you can now edit or re-name your post. Yep. That’s it!

How do I archive a post?

When viewing the post’s page, you will see the control panel directly above your image with the “Archive” option at the very left. Simply click on the Archive button and you will see that it becomes highlighted, rather than greyed out. Your post is now archived.

Versions

Notable allows you to upload newer versions of the same design and easily track feedback on older iterations. Check out more about post iteration and versions here.

How do I manage versions of posts?

Hover your cursor over the specific post version you’d like to manage. When the drop down menu appears, you will see the option to Promote to Current Version, Make Separate Post or Delete Version.

Sets

What is a set?

A set is an awesome way to organize a group of related posts in one spot.

Why would I use a set?

Sets are a great way to keep your account organized based on project relevance. For example, design firms use sets to keep the posts related to different projects separate from each other. This is helpful because, with permission controls, they can also give each designer (or client) access to specific sets.

Also, you can share a set with other team members so that they have immediate access to all of the posts within that set. Sets are especially great if you are uploading multi-page PDF files or PowerPoint presentations. They will keep these groups of posts separate from the rest of your posts and spare you from a cluttered dashboard.

How do I give someone access to a set?

From the set’s page, click the “Share” button. You will be shown two options for sharing your set.

The first option allows you to type in the email address of the person/people you’d like to share the set with. You can also add a custom message and send them an email to let them know they were given access.

The second option is to distribute the share link located at the bottom of the share widget, just beneath the section where you would add email addresses.

Note: If you give someone the direct URL of a set, rather than the share link, and they were not added as a team member, they will not be able to access the set.

How do I add or remove posts from a set?

To add posts to a set, click the “Edit Posts” button from the set’s page, then click the green “Add Posts” button. A list of available posts will be available for your to choose from.

To remove posts, click the “Edit Posts” button but instead click the black “X” in the upper right corner of the posts and you’d like to delete. (Be careful, this is NOT the way to delete a version of a post)

Alternatively, you can edit shift posts around from the Organize section of your account.

How many posts can be in a set?

Eleventy-bagillion! But, really - you can add as many posts as your heart desires so long as your account doesn’t exceed the 15 GB of available space.

How do I change the title of a set?

From any set page, just click anywhere on the title and you will see a cursor appear; you can now edit or re-name your set.

How do I archive a set?

To archive a set, view the set’s page. In the upper left side of the page, you will see the Archive button directly under the Notable “N”. Clicking Archive securely tucks your set away.

Workspaces

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What is a workspace?

A workspace is a private area where you can collaborate with a list of people you add.

What is the difference between a set and a workspace?

A workspace is a private area where multiple sets and/or posts can be shared with a specific group of team members.

Why would I use a workspace?

Workspaces are great for organizing individual projects, for consultants to share with a client or for ongoing collaboration with a dedicated team.

Who can see stuff in a workspace?

Anyone you add to a workspace will have access to it. However, team members will only be able to access a specific set or post that they have been shared on.

How do I move posts or sets to another workspace?

Click “Organize” in the upper left corner. Select the post(s) or set(s) you’d like to move, click “Move Selection” and then select your desired workspace.

How can I change the name of my workspace?

Once in the workspace you’d like to make changes to and click Edit (found in the top, right-side controls bar). Change the workspace name and click Save Changes.

How do I add someone to a workspace?

To add someone a workspace, click on the workspace when viewing your dashboard. On the right you will see “Workspace Team” and a current list of everyone shared. Click “Add Person”, enter their details and then select “Add Team Member”.

How do I delete a workspace?

To delete a workspace, simply to go the page of the workspace you’d like to remove and click “Delete” in the top right control bar.

User Management

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How do I remove users?

To remove someone from a: POST or a SET - From either the post page or the set page, you will see a list of team members that the post or set has been shared with. Hold your mouse cursor next to their name and the Remove option will appear. Click “(Remove)” and that user will no longer be shared

Tip: There is no confirmation for removing someone; once you click Remove, they’re gone!

WORKSPACE - From the workspace page, click the Edit button in the top, right-side control panel. An editing box showing all shared users will appear. Hold your mouse cursor next the name of the person you’re removing and the Remove option will appear. Click “Remove” and that user will no longer be shared.

ACCOUNT - Click the “Team” tab at the top of your Notable Home screen. Hovering your cursor over each user will show you managment options for that person, including the option to “Delete user” and remove them from your account, entirely.

Note: Be sure to share all posts from the deleted team membered that you will need before removing them as the team members work will not be accessible unless they are re-added to your team.

Will everyone on my account see my posts?

Only the people you’ve invited to a particular post will have access to them. If you share a set with someone, they will automatically be able to see all posts within that set, as well.

Adding Notes

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How do I annotate a screen shot?

Go to the page for the post you’d like to annotate, then hover your curser over the post image and then click “Add Notes”. This will open the annotation window. You can now click anywhere on the post and a comment box will open. Leave your feedback, adjust the size of your annotation box then click “OK” to save your feedback.

The annotation window also lets you crop or share your post from the navigation buttons in the top right corner.

How can I tell if someone has read my feedback?

On the post page, you will see a list of people who can view the post on the right hand side. Next to each name, you will see two numbers; the first is the number of times they have viewed the post and the second is the number of comments they have left.

How do I toggle off comments in annotation mode?

When looking at the post in annotation view, you will see your avatar in the top right corner, next to the number of comments you’ve left.

Click on the button showing your picture and number of posts. This will automatically toggle comments off. Click the same button to bring comments back into view.

Data Storage

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Where do you store my posts? Are they secure?

Notable data is stored on Amazon S3, a SAS 70 compliant data store solution. All screenshots are served over HTTPS using a token based authentication system.

How much storage space do I get with my Notable account?

Notable accounts have a maximum storage of 15GB, which is about 30,000 fairly large images.

Account How-to’s

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How do I change my email address or turn off email notifications?

To manage your email address and notifications, click on your display name in the upper right corner of your Notable screen. Here, you will have the option to change your email address and manage how often you receive email notifications.

How do I change my password?

Click on your display name in the upper right corner of your Notable screen. This will take you to your account information page, where you can change your password.

How do I change my email display name or avatar?

Click on your display name in the upper right corner of your Notable screen. This will take you to your account information page, where you can change your display name and/or avatar.

How do I change the name of my account?

Click on the name of your account at the top right of your Notable dashboard. Then, select the Settings tab and edit the name of your account.

Note: This option is only available to account owners.

How do I update my payment/credit card information?

From your Notable dashboard, hover over Account in the upper right corner then select the “Billing” option. You can easily update your credit card information or upgrade your account on this page.

More on Users and Permissions

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What is an account owner?

The Notable account owner is the person who originally created the Notable account. The owner is the only person who can manage billing options and information.

What is an administrator (aka admin)? Can we have multiple admins? How do I give someone admin access?

An account administrator has the ability to manage access to the workspaces on an account. The account owner is an administrator by default but can make other users administrators on the “Team” tab of their Notable home page. Hover your mouse over the team member you would like to make an administrator and click the “Edit Access” link.

If I delete a person, will Notable also delete all the messages, files, etc. they have posted?

Deleting a user only removes their access to your account; it doesn't delete any of their past notes or comments in the workspace.

Can everyone see everyone else in a workspace? Can I hide contact information from other people?

Anyone with access to a workspace will be able to see everyone else with access to the workspace. There is no way to hide contact information from people who have access to the same workspace.

Backup and Security

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Is our data backed up in case of an emergency?

Data is backed up nightly. We can perform full backup recovery in the event of a system-wide emergency. Our uptime is over 99%.

Is my Notable account secure. reliable, and confidential? Is our data safe? Where is the data hosted?

Have no fear, your data is secure. We take all reasonable precautions to keep your information safe and sound. Our state-of-the-art server cluster is hosted and professionally managed by Rackspace, a recognized leader in high-end hosting. You can read about their Zero-Downtime network and data center and what makes Rackspace the best place to host mission-critical websites. We also use Amazon's S3 storage technology to store and serve uploaded files.

Can we safely export our data as an extra precaution? What format is the export in?

Yep! You can export your posts, comments and notes as a PDF.

Support Hours

Have a question? No problem! We're here to offer you the most awesome support around during the hours of 9am - 5pm PST. You can reach us Monday through Friday (minus the occasional national holiday).

Shoot an email over to support@notableapp.com or find us on Live Chat. Also, feel free to shout out on Twitter to @notableapp.

Do you provide phone support?

We provide unlimited support via email for our paying customers, but we do not provide support over the phone. If you have a support issue you can email us at support@notableapp.com or ask a question over our live chat. We are usually available online between 9:00am and 5:00pm PDT.

What is SSL and is it absolutely secure?

SSL means “Secure Socket Layer”, which is a security protocol that provides communications privacy over the Internet. The protocol allows for Notable to securely communicate in a way that is designed to prevent “eavesdropping”, tampering or any other type of forgery. It’s the same technology used by banks and online stores like Amazon.com to keep your information safe and secure during transactions.

In Notable, SSL keeps your communications absolutely secure. Notable’s normal password protection keeps your information private but SSL keeps it private AND secure. Find out more about SSL.

Pricing and Fees

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Are there sign-up fees? Termination fees? Any hidden fees we should know about?

Absolutely not. We think one-time extra fees aren't the right way to do business. We don't charge signup fees, termination fees or any additional fees. The price you pay is simply the fixed monthly fee based on the plan you've chosen.

Can I purchase Notable for a year in advance?

Please contact support@notableapp.com if you have any purchasing requirements or restrictions.

How does the 30 Day Free Trial work? How is it different than a Free account?

There are two ways to try Notable for free:

  1. 30 Day Free Trial - To get set up with a 30 Day Free Trial, you must be a new Notable user. (Users on a Free plan who then choose to upgrade at a later date are not eligible.) Choose and sign up for any of our paid plans. You will not be billed for the first 30 days of use and can downgrade to Free at any time. After 30 days, you will be charged for the paid plan you signed up for and begin monthly billing.

    Note: You will need to maintain a paid plan for the first 30 days to try Notable for free. If you downgrade to a Free account and then want to go back to a paid plan within those 30 days, you will be charged for the upgrade.

  2. Notable Free plan - This plan is always free with limited features but the option to upgrade is always available.

If we upgrade will we be billed twice this month? If we downgrade will we be prorated?

When you upgrade you are instantly upgraded to the higher plan but you don't have to pay the higher price until next month's bill. When you downgrade you are instantly downgraded, but you don't begin paying the lower rate until next month's bill.

How do I upgrade or downgrade my account?

To adjust your Notable plan, click on the Account button located in the top right corner of your Notable screen. You will see the plan you’re currently on, along with the options to upgrade or downgrade your account.

How do I update my payment information? Or get a copy of an invoice?

From your Notable dashboard, hover over Account in the upper right corner then select the “Billing” option. You can easily update your credit card information from this page. If you scroll down, you will also see a list of past invoices that you can click to view.

Can I cancel my account?

While we don’t like to throw around the words “cancel” or “delete” when it comes to Notable accounts, you do have the option to downgrade to our Free plan. You will still have limited access to your posts but will no longer receive a monthly invoice or charge.

What is the refund policy?

Notable offers a Free 30 Day Trial on new paying accounts. Your first charge will come 30 days after you originally sign up. If you downgraded before this first charge, you won't be billed at all.

If you downgrade after you are billed on day 30, no refund will be issued and you will be charged for the rest of that month. You won't be charged again after that.

Accounts that begin as an upgrade from a free account do not qualify for the Free 30 Day Trial. Refunds will not be issued for any account non-usage. You are responsible for any charges that are incurred.