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Turn Everyday Information into Shared Business Knowledge

Create private notes, collaborate on shared pages, and keep decisions, documentation, and institutional knowledge connected to the work they support.

Shared page · Live
Finalize customer journey decisions
Mention the project owner
3 teammates editing

Keep Knowledge Where Work Happens

Documentation should not become another disconnected system. Notes brings knowledge into the same environment as customers, projects, employees, tasks, and business processes.

The problem

Business context gets scattered

Meeting notes, decisions, and working knowledge disappear across personal files, messages, and separate tools.

The shift

Capture knowledge during the work

Teams document decisions and next steps without leaving the operational workspace where those actions happen.

The outcome

One searchable source of shared knowledge

Information is easier to find, reuse, protect, share, and recover—without creating another silo.

Start Privately. Build Together.

Choose the right level of collaboration for early thinking, team documentation, or organization-wide knowledge.

Private Pages

Your personal thinking space

Keep drafts, reminders, research, and individual plans private until you decide to share them.

Shared Pages

One living page for the team

Co-create meeting notes, onboarding materials, procedures, project plans, and knowledge bases in real time.

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One Notes Workspace. Many Ways to Work.

Swipe or scroll to explore how teams turn daily information into reusable knowledge.

01

Meeting Notes & Decisions

Keep context, decisions, owners, and follow-up actions together.

02

Project Documentation

Maintain plans, requirements, progress notes, and delivery knowledge.

03

Employee Onboarding

Give new hires searchable guidance that stays current.

04

Policies & Procedures

Create a reliable source for internal processes and standards.

05

Customer Records

Preserve meeting context, research, commitments, and decisions.

06

Technical Knowledge

Structure product, process, and technical documentation.

Drag to explore

From Blank Page to Shared Knowledge

Scroll through a simple flow from creation to collaboration, discovery, and recovery.

01 · Create

Start a page

Add a title and begin with the block editor.

02 · Structure

Build content

Insert lists, tasks, tables, quotes, code, and more.

03 · Share

Set permissions

Keep it private or invite viewers and editors.

04 · Collaborate

Work live

Edit together and mention people who need to act.

05 · Publish

Share externally

Create a view-only link for selected content.

06 · Find

Search knowledge

Locate pages quickly with keyword search.

07 · Recover

Restore versions

Review history and return to an earlier state

Frequently asked questions

Can I create private notes in CloudOffix?

Yes. Private Pages remain restricted until the owner chooses to share them.

Can multiple users edit the same page?

Yes. Authorized users can collaborate in real time and see updates as they happen.

Can I control who can view or edit a page?

Yes. Page owners can grant view-only or editing permissions.

Can pages be shared outside the organization?

Yes. Selected pages can be published through view-only public links.

Does Notes provide version history?

Yes. Users can review earlier versions and restore previous content.

Can I move existing documents into Notes?

Yes. Existing content can be copied and pasted into the block-based editor.

How is Notes different from a standalone notes tool?

It keeps documentation in the same environment as customers, projects, employees, tasks, and business processes.

Knowledge that stays connected

Make Important Information Easier to Create, Find, Share, and Recover

Give every team a secure, collaborative space to document decisions, organize knowledge, and turn written context into visible action.