To create a new Box Note:
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Name your Box Note, then click Create. Your Box Note will be created in the folder that you are in. It will open in a new tab or window in your browser when you click Create.
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Start typing in your new Box Note. All your changes are saved automatically.
Editing Box Notes
Open existing Box Notes from the Box web application to make edits. Clicking on the filename will open any of your Box Notes in a new tab or window in your browser. All changes are autosaved.
Formatting text in Box Notes
To change the way text is formatted in Box Notes, use the toolbar at the top. You can apply changes to existing text by selecting it before you use any of the tools or just start typing in the new style once you’ve selected your formatting options.
Adding Links to Box Notes
Select the block of text you’d like to hyperlink and click the link icon from the toolbar that pops up under the selected line of text.
You can edit the link URL by hovering over the link and selecting either the edit icon on the left or the disable link icon on the right from the link toolbar.
Comments and Annotations in Box Notes
Comments can be applied to lines of text in the document, specifically, as annotations. Select the text you’d like to annotate, then click the annotation icon.
Enter your feedback and click the Add Annotation button (the speech bubble). The text you’ve annotated will be highlighted with a yellow background and will display your annotation whenever another user hovers over the highlighted text. Text with multiple annotations will be highlighted in a brighter, deeper yellow. Annotations can only be left by collaborators with Editor or Co-owner access levels.
When hovering over an existing annotation, you can click Add Reply to respond to an existing annotation within the same text range. This action does not send an email notification, it appends additional text to the existing annotation.
You can also leave a comment on the entire document. Click the Comment Icon in the top right to open the Comments sidebar. Enter your comment, then click Post. You can use @mentions to tag someone in a comment. Simply type the @ symbol, followed by their name or email. Tagged users will receive a notification.
Inserting Images in Box Notes
You can insert images into Box Notes by dragging and dropping them from your desktop. You can also insert links to external images from any site.
Insert an image in one of two ways:
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Drag and drop an image from your desktop into a Box Note. This is the fastest and easiest way.
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Click the Insert Image button in the toolbar, and choose either Add image from your computer or Add image from the web
When you upload images from your computer, the images will be stored alongside the note in a folder called Box Notes Images > "Note Name" Images. They are inserted into the note using Shared Links with your account's default access type. If you are sharing a Box Note with someone outside your company, you may need to adjust the access level of the images' shared links for them to appear.
Supported Image Formats
Box Notes supports the following image file types: .gif, .jpg, .jpeg, .png, .svg, .bmp, and .ico.
Using Tables in Box Notes
To insert a table into your Box Note, click on the table icon in the toolbar.
A table will appear in your Box Note. Then, you can enter text into the table or format it to meet your needs
Sharing Box Notes
There are two ways to share your Box Notes with collaborators -
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Generate a view-only shared link if you would like to give someone quick read-only access to the document.
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If you would like others to be able to edit your Box Note, you can add them as collaborators to an individual Box Note, without inviting them to the Box Note's containing folder.
To share your Box Note
Click the Share button in the upper-right. Three options will be displayed:
The first option (Get Link) will provide you with a view-only shared link to your file. Recipients of this link will only be able to edit the Box Note if they have been invited into the folder containing the Box Note, with an access level of Editor or above.
Use the second option (Invite people to edit) to invite collaborators to edit a single Box Note specifically. Simply enter a name or email address and click Send Invites. Invited collaborators will receive an email invitation to collaborate, just like when invited to collaborate on a folder. They will be added to the file with the access level Editor, and will only have access to the Box Note, not its containing folder. The shared Box Note will appear in the collaborator's All Files page. It can be renamed or removed, but not moved or deleted.
Click the third option (Manage people) to view a list of all of the collaborators in a particular Box Note. This list will include any collaborators in the containing folder as well. From here, you can add and remove collaborators, as well as manage their access levels.
The maximum number of users that can concurrently edit a Box Note is 30.