# Welcome Overview of Notch and its features Benefits of using Notch Welcome to the Notch Help Center! Here, you can find all the information you need to use Notch to its fullest potential. Our goal is to help you effortlessly create, share, and manage your Notch spaces. ## Introduction to Notch Notch is a web-based document builder designed for small teams. It combines the easy drag-and-drop functionality with powerful features to make your documents actionable. With Notch, you can: #### What Notch Helps You Do * **Create outstanding documents**: Build custom documents with a few clicks using our drag-and-drop builder. * **Share smoothly**: Easily share your spaces with clients with magic links. * **Get your documents signed**: Use our embedded signing to get your documents signed quickly. * **Track usage**: Monitor the usage and engagement of your clients in your spaces. ## What's new? If you're curious about our recent releases and upcoming features, head over to our Roadmap and Changelog.


Our Changelog	View our latest features and updates	https://roadmap.notch.so/changelog
Our Roadmap	See what we will build next	https://roadmap.notch.so/roadmap
Open Questions?	If you have any questions, reach out to support@notch.so	mailto:support@notch.so

{% hint style="success" %} If you have any feedback about our Help Center please reach out to {% endhint %} # Notch Editor Notch's editor supports different writing formats, interactive blocks, helpful ways to organize your content and more. The Notch Editor is where you build and customize your Notch Space. Understand how to add and manage elements, move them around, and use shortcuts in the editor. A Notch Space is made up of **Element Blocks**. These are the basic units you use to organize content in your Space. You can add as many Elements as you need from the Element List. {% hint style="info" %} Permissions - Only team member can edit pages. External recipients only can interact with these elements {% endhint %}

## Overview of Elements


Text elements	/pages/NuzyGQsZynErh9R6TXLd
Embeds	/pages/rlnIIwA6yjzyU4qNp1av

### How to Add Elements To add an Element to your Space, you can: * **Type "/"**: This brings up the Element List, where you can pick the Element you want to add. * **Click the "+" Icon**: When you hover over an existing Element, a "+" icon will appear next to it. Clicking this icon also opens the Element List. After selecting an Element, it will appear in your Space. ### Moving Elements Around You can **drag and drop** any Element in your Space to arrange them however you like. ### Opening Element Options Each Element has options that you can access by clicking on the **Drag Handle**: * **Duplicate**: Make a copy of the Element. * **Remove**: Delete the Element from your Space. * **Additional Options**: Some Elements have extra settings that you can access here. ### Selecting Multiple Elements You can select one or more Elements at the same time: * **Select Elements**: Use your cursor to select multiple Elements. * **Drag and Drop**: Move all the selected Elements together. * **Bulk Actions**: You can duplicate or remove multiple Elements at once using the options menu. ### Using Shortcuts You can also use standard browser shortcuts to navigate and work within the Notch Editor. These shortcuts can help you work faster by allowing you to move around and perform actions quickly. # Elements Notch editor supports different writing formats, interactive blocks, helpful ways to organize your content and more. Elements in Notch are the building blocks of your content. They allow you to create and customize your spaces with a wide range of options, from simple text blocks to more advanced features like signatures and offers. Whether you're drafting a document, gathering approvals, or creating a proposal, elements help you tailor the space to your specific needs. ### Inserting a new element block You can insert a new element block below an existing block using your mouse: 1. Hover over the element above the place you need the new element. 2. Click on the `+` icon that appears on the left to open the insert palette. 3. Select the elemnt you want from the drop-down menu to insert it. Alternatively, on a new line, you can press `/` to launch the insert palette, which lists all the available elements. You can scroll through the list to find the one you want, or use your keyboard to search for the block you want, navigate up and down the list, and insert it with Enter.

Explore the full list of elements below and discover how you can use them to enhance your content: # Text elements An overview of all text elements in Notch Text elements in Notch give you the flexibility to format your content in various ways, making it easy to structure your space effectively. Here’s an overview of the available text elements you can use ### **Heading 1** A large headline used for main titles or primary sections of your content.

### **Heading 2** A medium-sized headline ideal for subheadings or dividing major sections within your content.

### **Heading 3** A small headline perfect for sub-sections, allowing you to further break down detailed content into manageable parts.

### **Text** Regular-sized text for paragraphs, suitable for the main body of your content, providing clarity and readability.

### Small text Smaller text designed for secondary details, perfect for footnotes, disclaimers, or any less prominent information. 🚧 Comming soon ### **Bullet list** A list led by bullet symbols, ideal for listing items or points without a specific order.

### **Ordered list** A list led by numbers, useful when you need to create a list that follows a particular sequence or order

### **Checklist** A list led by checkboxes, perfect for to-do lists, tasks, or items that need to be checked off once completed.

### **Mention** Allows you to tag any team member or recipient directly in your content.

# Embeds Overview of all embed options in Notch Notch helps you to make the most out of your spaces by embedding all kinds of content directly into your documents. Embedding is a great way to keep everything you need in one place, whether it’s a video, a calendar, or a form. Here's a quick guide to all the embedding options available in Notch.

### How to Embed Content in Notch #### **Simple as Copy and Paste!** In Notch, embedding content is incredibly easy. All you need to do is paste the link of the content you want to embed, and you’ll be presented with a few options: **Bookmark, Link, or Embed**. Choose the one that suits your needs, and you’re all set! #### **Using the /embed Command** For even more control, you can use the `/embed` command in the command menu. Just type `/embed`, and you'll see a list of all the available embed options. This is a quick and easy way to directly choose how you want your content to appear. ### Available Embed Options Here’s a breakdown of the different types of content you can embed in Notch: * **Generic Embed:** This versatile option allows you to embed any content via a link. It’s perfect for when you want to include something that doesn’t fall under the other categories. Just paste your link, and you’re good to go! * **Google Drive:** Embed anything from your Google Drive—documents, spreadsheets, presentations, you name it. This option is great for keeping your important files accessible right where you need them. * **YouTube:** Want to share a video? Embed videos directly from YouTube to make your documents more engaging and informative. * **Pitch:** If you have slides from Pitch, you can easily embed them into your Notch document. It’s perfect for sharing presentations with your team or clients. * **Loom:** Embed videos from Loom to share quick video updates or tutorials. This is especially useful for providing context or explanations within your documents. * **Calendly:** Embed your Calendly calendar to streamline scheduling right from your document. This makes it super convenient for coordinating meetings and appointments. * **Typeform:** Need to gather information? Embed forms from Typeform to collect responses directly from your document. It’s a seamless way to integrate surveys, questionnaires, and more. * **Canva:** Bring your designs into Notch by embedding links from Canva. Whether it’s a presentation, infographic, or social media post, you can display your creative work with ease. # PDF Export Export spaces and pages as PDF Notch makes it easy to export your spaces as PDF files. Whether you want to download the entire space, specific pages, or provide signed copies with legal certification. With just a few clicks, you can generate PDFs that are ready to share, print, or keep for your records. ## How to export a PDF in Notch ### **Download the entire space as a PDF** You can easily download the entire space as a PDF file. To do this: 1. Go to the space you want to download. 2. Click on the **Download Icon** in the Space bar. 3. The entire space will be downloaded as a PDF file.

### **Download a specific page as a PDF** If you only need a particular page from a space: 1. Click on the title of the page you want to download. 2. A menu will appear. 3. Select **Download PDF**. 4. The specific page will be downloaded as a PDF file.

### **Allow or restrict PDF downloads for viewers** You can control whether viewers can download the space or individual pages as a PDF. 1. Go to the **Space Settings**. 2. Look for the option to enable or disable PDF downloads. 3. Toggle this setting on or off based on your preference.

asd — Space settings with options to disable and enable PDF export for viewres

### **PDF after signature** After a space is fully signed: * Each person who signed will receive a PDF copy of the signed space via email. * You can also download this signed PDF directly within the space. * The PDF will include a signature certificate for legal purposes. This ensures that all signees have a copy of the document with a legal proof of signature. # Activity Insights See all client interactions within a Notch space With Notch's activity insights, you can see all client interactions within a Notch space. This helps you track engagement and monitor a space's progress. The activity insights summarize each space's views, interactions, comments, and checked tasks. * **Track Engagement:** Monitor how clients and team members interact with the space. * **Identify Issues:** Quickly spot any areas needing attention based on interaction data. * **Improve Collaboration:** Use the insights to enhance communication and collaboration within the Space.

## **User Tracking** * **Identified Users:** When users access a Notch Space with identifiable credentials (e.g., through an invitation or verification), their interactions will be tracked and displayed with their names. * **Anonymous Users:** If the [Space access option](broken://pages/wMH4LPIxFYc22JpTeaPS) is set to "Public Access," interactions will be tracked anonymously. Any client interactions from users we cannot identify will be labeled "Anonymous User" in the activity logs. ## **Accessing the Activity Stream** 1. Open the Notch space you want to review. 2. Find the navigation bar at the top of the space. 3. Click on the "Activity" tab to open the activity insights for that space. ## **Using the Activity Stream** #### Activity Summary At the top of the Activity Stream, you'll see a summary of key metrics: * **Views:** Total number of views for the Space. * **Interactions:** Total number of interactions (such as clicks or edits). * **Comments:** Total number of comments made in the Space. * **Checked Tasks:** Total number of tasks that have been checked off as completed.

#### **Filter activity** * You can filter activities by type (Comments, Interactions, Views) or by member. * Use the filters to narrow the activity feed to specific actions or users.

Filter the activity stream for comments, interactions and views or by client

#### **Set time range** Select the time range for the activity summary: * **Last Week:** Shows activities from the past week. * **Last Month:** Shows activities from the past month. * **Since Start:** Shows activities since the creation of the Space.

## Activity insights in space lists In the [space list](/more-features/space-lists) overview, you can also see an activity log. It summarises the various actions that happened in the context of this document: client views, latest client activity, new edits, creation date, and new comments.

# Templates Using Templates in Notch Notch templates help you create spaces quickly and efficiently. You can utilize our pre-made Notch templates or create your team templates. ## **Creating your team templates** for creating your team templates: Use the template manager or save pages as templates ### **Using the template manager:** 1. You can access the Template Manager through the navigation bar at the bottom left corner of your screen. 2. In the Template Manager, you can build and manage your custom templates directly.

### **Saving a Page as a Template:** 1. Open any page within a Space. 2. Click on the page title and select "Save as template..." from the dropdown menu.

## Loading Templates Notch lets you quickly create a space with pre-defined layouts and structures. Here’s how you can load templates: #### **Create a New Space from a Template:** 1. Navigate to the "new space" button to create a new space. 2. Choose from the extensive and growing template gallery that caters to various use cases.

#### **In Empty Spaces:** Click on one of your frequently used templates in an empty space page or open the Template Manager to select a template.

#### **From the Page Title Menu:** On any page, click the page title and select "Load from template..." to choose a template from your library or the Notch gallery.

# Space lists Organize your spaces in shared or private lists Space lists in Notch allow you to organize your spaces into lists, making it easier to manage and collaborate on different deals.\ \ You can create both private and shared lists. Shared lists are visible to any team member, who can access all spaces in every shared list. While private lists and the spaces inside are only visible to you.

## Create a new Space list 1. Hover over either "Shared lists" or "Private lists". 2. A plus button (+) will appear. Click on it to create a new list. 3. Choose an icon and name for your list. You can update these later. 4. Click on "Create list" to finalize and create your new list.

## List Settings You can access the list settings in two ways: * Hover over the list in the navigation bar and click on the drag handle. * Click the gear icon on the top right next to the new space button.

In the list settings, you can: * [Rename a list](#rename-list) * [Update a list icon](#update-list-icon) * [Update access settings](#list-access-settings) * [Duplicate a list](#duplicate-list) * [Delete a list](#delete-list) ### Rename List 1. Access the settings either via the navigation bar or the settings button in the list. 2. Change the list name in the input field. Changes are saved automatically. {% hint style="info" %} Alternatively you can click on the space name in the page title to rename the list too. {% endhint %} ### Update List Icon 1. Access the settings either via the navigation bar or the settings button in the list. 2. Click on "Change icon" to open the icon picker 3. Search & select a new emoji of your choice. Changes are saved automatically. {% hint style="info" %} Alternatively you can click on the icon in the page title to rename the list too. {% endhint %}

### List Access Settings 1. Go to list settings, click on "Access settings". 2. Choose Access Level by selecting between "team" (shared) and "only me" (private). {% hint style="info" %} Any team member can change the settings and make lists private. {% endhint %}

Access settings of list to change visbilty from shared to private or otherway around

### Duplicate List 1. Enter list settings & click on "Duplicate list". 2. Enter a new name and select an emoji for the duplicated list. 3. The new list with duplicated settings will be created. {% hint style="info" %} Spaces within a duplicated list won’t be duplicated. {% endhint %} ### Delete List 1. Enter list settings & click on "Delete list". 2. Confirm the deletion twice to finalize. {% hint style="warning" %} All spaces within that list will be deleted too. {% endhint %} ## Move Spaces from One List to Another 1. Click on the drag handle next to the space title. 2. Select "Move to another list" 3. Choose the desired list to move the space. {% hint style="info" %} You can move spaces from a shared list to a private one. Note that your team members won't be able to access the space anymore. {% endhint %}

Move Spaces from one list to another list

# Content Library Notch's Content Library for managing and sharing files within your team The Notch Content Library is a centralized storage system where your team can upload and access various types of files. Whether you need to store images, videos, PDFs, DOCX files, or other common file types, the Content Library makes it easy to organize and share these resources with your entire team.

You can upload a wide range of file types to the Content Library, including: * **Images**: JPG, PNG, GIF, etc. * **Videos**: MP4, AVI, MOV, etc. * **Documents**: PDFs, DOCX, PPTX, etc. * **Other**: Most common file types are supported. ### Uploading Files to the Content Library Uploading files to the Content Library is simple and can be done in a few steps: 1. **Navigate to the Content Library**: In the Notch platform, go to the Content Library section from the main menu. 2. **Upload Files**: Click on the "Upload" button and select the files you wish to add from your device. You can upload multiple files at once. 3. **Organize Content**: Once uploaded, you can organize your files into folders and categories to make them easier to find and manage. #### Automatic Uploads from Spaces If you upload a file directly into a Notch Space—such as an image or document—these files will automatically be added to the Content Library. This ensures that all content used within your team’s collaborative spaces is stored centrally and can be easily accessed by all team members. ### Using Content from the Library in Notch Spaces The Content Library integrates seamlessly with Notch Spaces, allowing you to use stored files in your collaborative projects: 1. **Access the Content Library from a Space**: When you're working in a Space, you can access the Content Library directly to insert images, videos, documents, and more. 2. **Insert Files**: Simply browse the library, select the content you need, and insert it into your Space. 3. **File Management**: Any files added to a Space from your local device will automatically be stored in the Content Library for future use. ### Managing Your Content Library To keep your Content Library organized and efficient, you can: * **Rename Files**: Give your files descriptive names to make them easier to find. * **Delete Unnecessary Files**: Regularly review and remove files that are no longer needed. # Chat Our Notch Chat enables seamless communication between your internal team members and external visitors within your Spaces. Our Chat helps you communicate easily in your Spaces. Here’s a guide on how to use it. The chat comes with several useful capabilities to enhance your communication experience: * **File Uploads:** You can easily share files within the chat by uploading documents, images, and other types of files. * **Basic Text Editor Options:** Format your messages with basic text editing options, including bold, italic, and underline. * **Reactions:** React to messages with a set of pre-defined emojis to quickly express your feedback or emotions.

## Who Can Use the Chat? Different types of users can use the chat in a Space: * **Internal Team Members:** All members of your team can use the chat. * **External Visitors with Email:** Visitors who enter their email can use the chat. * **Verified External Visitors:** Visitors who are verified can also use the chat. {% hint style="warning" %} If a Space has the **Public Access Option** enabled, the chat is turned off automatically. {% endhint %} ## How to Disable Chat If you want to turn off the chat for a Space, you can do it easily: 1. **Go to Space Settings:** Open the settings for the Space you want to change. 2. **Turn Off Chat:** Find the Chat option and toggle it off.

Enable or disable the chat for a Notch Space

# Slack Notch's integration for Slack lets you be notified about all your clients' activities. Combine Notch with Slack for a practical and powerful integration that keeps your team in sync. Get notified about all your clients' activities right away.

{% hint style="info" %} Our Slack integration is available on our Growth plan. To learn more, [visit our pricing page](https://www.notch.so/pricing). {% endhint %} ## Configuration You can install the Slack integration right from the [integrations page](https://app.notch.so/team/integrations) in Notch. {% hint style="info" %} You need to be an admin user in Notch to install the Slack Integration from Notch. {% endhint %} {% hint style="info" %} You need to be [a workspace owner or admin in Slack](https://slack.com/intl/en-gb/help/articles/360018112273-Types-of-roles-in-Slack) to install Notch for Slack in your team's workspace. {% endhint %} To set up the initial integration for Slack, you need to: 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Enable the Slack integration to get to Slack's installation flow. 4. Follow the installation flow. 5. Once the installation flow is completed, the setting modal opens (If the modal doesn't open, click on the "settings" button of the Slack integration) 6. Select a Slack channel in the drop-down menu to which updates should be sent. 7. Press "save changes" to finalize the installation.

## Change Slack channel 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Find the Slack integration and click on the "Settings" button next to the Slack integration. 4. In the settings modal, choose a new Slack channel from the drop-down menu to which updates should be sent. 5. Press "Save Changes" to apply the new channel settings. ## Unlink your Slack Integration 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Find the Slack integration and click the "disable" button to unlink Slack from Notch. # HubSpot Notch's integration for HubSpot lets you sync all clients' activities to a specific deal. Create Notch spaces directly from HubSpot with the HubSpot integration of Notch. Sync all your client's activities in a Notch space to a HubSpot deal. This integration lets you see the latest updates of a Notch space in HubSpot, streamlining your workflow and keeping your team in sync.

{% hint style="info" %} Our HubSpot integration is available on our Growth plan. To learn more, [visit our pricing page](https://www.notch.so/pricing). {% endhint %} ## **Configuration** You can install the HubSpot integration right from the [integrations page](https://app.notch.so/team/integrations) in Notch. {% hint style="info" %} You need to be an admin user in Notch to install the HubSpot Integration from Notch. {% endhint %} To set up the initial integration for HubSpot, you need to: 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Find the HubSpot integration and enable it. This will take you to HubSpot's installation flow. 4. Follow HubSpot's installation flow steps to connect Notch with your account. 5. Your integration is now set up, and your activities are being synced. ## **Create Notch Spaces from** HubSpot 1. Open HubSpot & log in to your HubSpot account. 2. Go to the deal section where you manage your sales pipeline. 3. Within a deal, look for the Notch integration panel. 4. Click on the "Create Notch Space" button. 5. Fill in the required details to set up the new Notch Space linked to the deal. 6. Once created, you can see the latest updates of the Notch Space directly within Notch. ## **Unlink your** HubSpot **Integration** 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Find the HubSpot integration and click the "Disable" button to unlink HubSpot from Notch. 4. Your integration is now unlinked, and your activities won't be synced. # Salesforce Notch's integration for Salesforce lets you sync all clients' activities to a specific opportunity. Create Notch spaces directly from Salesforce with the Salesforce integration of Notch. Sync all your client's activities in a Notch space to a Salesforce opportunity. This integration allows you to see the latest updates of a Notch space in Salesforce, streamlining your workflow and keeping your team in sync.

{% hint style="info" %} Our Salesforce integration is available on our Growth plan. To learn more, [visit our pricing page](https://www.notch.so/pricing). {% endhint %} ## **Configuration** You can install the Salesforce integration right from the [integrations page](https://app.notch.so/team/integrations) in Notch. {% hint style="info" %} You need to be an admin user in Notch to install the Salesforce Integration from Notch. {% endhint %} To set up the initial integration for Salesforce, you need to: 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Find the Salesforce integration and enable it. This will take you to Salesforce's installation flow. 4. Follow Salesforce's installation flow steps to connect Notch with your account. 5. Your integration is now set up, and your activities are being synced. ## **Create Notch Spaces from Salesforce** 1. Open Salesforce & log in to your Salesforce account. 2. Go to the opportunity section where you manage your sales pipeline. 3. Within an opportunity, look for the Notch integration panel. 4. Click on the "Create Notch Space" button. 5. Fill in the required details to set up the new Notch Space linked to the opportunity. 6. Once created, you can see the latest updates of the Notch Space directly within Notch. ## **Unlink your Salesforce Integration** 1. Click on your team name in the top left corner of Notch to get to your settings. 2. Go to [Team Settings](https://app.notch.so/team) > [Integrations](https://app.notch.so/team/integrations) in the menu. 3. Find the Salesforce integration and click on the "Disable" button to unlink Salesforce from Notch. 4. Your integration is now unlinked, and your activities won't be synced. # Profile Settings View and manage the settings for your personal Notch account. Click on your account name in the navigation bar, then click on [Profile settings](https://app.notch.so/profile). This will take you to your profile settings. You can manage your personal details, add third-party links, and update your profile picture. {% hint style="info" %} **Permissions** All members can access and manage their personal profile settings. {% endhint %}

Manage profile settings for your personal Notch account

## Upload profile picture You can update your profile picture by 1. Open your [profile settings](https://app.notch.so/profile) 2. Click on "Change avatar" 3. Upload an image from your device 4. Adjust the image size and ratio as needed 5. Click "Save" to update your profile picture To remove your profile picture, click "Remove". {% hint style="info" %} **Note:** Only PNG and JPEG formats can be uploaded for profile pictures {% endhint %} ## Edit personal details In the General Information section, you can update and manage your basic information. Fill out each field accurately to maintain an up-to-date profile. These details will be displayed on your profile and in various elements like our [welcome card](broken://pages/xrITAYq6nOcPSVpcHwCA) or [contact card](broken://pages/YJp7PjMdhAtIzRxuu5h9). {% hint style="info" %} Your email address is not editable from the profile settings page. If you need to change your email address, please [contact support](mailto:support@notch.so). {% endhint %} ## Add third-party links to your contact details ### **Calendar Link** If you use a calendar scheduling tool (like [Calendly](https://calendly.com/), [Hubspot](https://www.hubspot.com/products/sales/schedule-meeting), [Chili Piper](https://www.chilipiper.com/), or others), you can enter the link in the "Calendar URL" field. This allows clients to schedule meetings with you easily. The Link you provide will be shown in elements like our [welcome card](broken://pages/xrITAYq6nOcPSVpcHwCA) or [contact card](broken://pages/YJp7PjMdhAtIzRxuu5h9). ### **LinkedIn Link** Enter your LinkedIn profile link in the "LinkedIn URL" field. This helps connect your professional profile to your app profile, making it easier for others to view your professional background and connect with you on LinkedIn. The Link you provide will be shown in elements like our [welcome card](broken://pages/xrITAYq6nOcPSVpcHwCA) or [contact card](broken://pages/YJp7PjMdhAtIzRxuu5h9). ## **How do I reset my password?** If you do want to reset your password: 1. Visit [https://app.notch.so](https://app.notch.so/) 2. Follow the **forgot password?** link at the bottom of the page 3. Enter the email address associated with the personal account you signed up for 4. Click **send a reset link** (make sure you check your spam folder) 5. Open your email inbox and **click on the reset link** in the email 6. Enter your new password 7. You get forwarded to the login screen 8. Login in with your new password # Team Settings Set up your Notch Team in the best way The Team Settings in Notch allow you to customize and manage various aspects of your team's account. This includes setting up your team's branding, managing domain settings, overseeing team members, and integrating other tools and services. Below is a brief overview of the options available in Team Settings.

### Overview of Team Settings Options 1. **General Settings**: Here, you can update basic information, such as your team name and the language of your workspace. 2. [**Branding**](/account-management/team-settings/branding): Customize the look and feel of your team's Notch workspace by updating logos, colors, and other branding elements. 3. [**Custom Domain**](/account-management/team-settings/custom-domain): Set up and manage custom domains for your team. 4. [**Team Management**](/account-management/team-settings/team-management): View and manage team members, assign roles, and invite new members. 5. **Integrations**: Connect Notch with other tools and services to enhance your team's productivity. 6. [**Plans and Billing**](/account-management/team-settings/pricing-and-billing): Manage your subscription plan, view billing information, and update payment details. ### Changing Team Language 1. Click on your profile icon at the top left of the navigation bar and select "Team Settings" from the dropdown menu. 2. Ensure you are on the "General Settings" tab in the Team Settings menu. 3. In the "General Information" section, find the "Language" dropdown. 4. Choose your language from the dropdown menu. {% hint style="info" %} Currently, Notch is available in English or German. More languages will be added soon. {% endhint %} # Branding White-label the appearance of your spaces Branding in Notch allows you to customize the appearance of your spaces to ensure consistency and reinforce your company’s identity. {% hint style="info" %} Branding is part of the growth plan, but users of any plan can upload and edit their logo. {% endhint %} ## Accessing Branding Settings 1. Click on your profile icon at the top left of the navigation bar and select "Team Settings" from the dropdown menu. 2. In the Team Settings menu, click on the "Branding" tab to access the branding customization options. {% hint style="info" %} Only admin users can access and manage the branding options. {% endhint %}

## **Customization Options** ### **Logomark** The logomark or icon of your company will be used in several small elements across the space and in emails sent to your clients. #### **Upload Logomark:** 1. Click on the logomark area to upload your company’s logo. 2. Choose your logomark from your device and upload it. 3. You will see a preview of how the logomark will appear. {% hint style="info" %} Logos are displayed on an aspect ratio of 1:1. 80x80px is the ideal size for your logo to be displayed in Notch. {% endhint %} ### **Banner** Banners are added to spaces to give a visual identity. Wide images with a focus on the center work best. **Upload Banner:** 1. Click on the banner area to upload a banner image. 2. Choose your banner from your device and upload it. 3. You will see a preview of how the banner will appear in your spaces. {% hint style="info" %} Ideal size varies based on the main device you are targeting. The height is always 300px, and the width depends on the client's screen (full width). We use "cover" to best fit the image into these dimensions. {% endhint %} ### **Colors** Set your primary and secondary colors to match your brand’s color scheme. The primary color is used for all buttons in spaces, and the secondary color is used for the background color of some elements. * **Primary Color:** Enter the hex code or use the color picker to select your primary brand color. * **Secondary Color:** Enter the hex code or use the color picker to select your secondary brand color. ### **Layout** Customize the button shape to fit your branding. Choose the button shape from the dropdown menu 1. Pill 2. Rectangle 3. Rounded The preview section will update to show how the buttons will look with the selected shape. ### **Saving Changes** After customizing your branding settings, click the "Save changes" button to apply your changes. # Custom Domain Set up a custom domain in Notch to brand your Notch account with your own domain. Learn how to set up, update, and remove a custom domain in Notch. Notch's custom domain feature allows you to use your domain for your Notch account, giving your business a more professional and branded presence. You can use any domain, including first-level domains (example.com) and subdomains (subpage.example.com), if you have permission for that domain.

{% hint style="info" %} Our custom domain feature is available on our Growth plan. To learn more, [visit our pricing page](https://www.notch.so/pricing). {% endhint %} ## How to set up a custom domain in Notch Following these steps, you can easily set up a custom domain for your Notch account. {% hint style="info" %} You need to be an admin user in Notch to set up a custom domain for Notch. {% endhint %}

1. **Go to team settings**: Log into your Notch account, click on your profile icon, and navigate to Team Settings. 2. **Choose Custom Domain**: In the Team Settings menu, select the option for custom domain. 3. **Enter Your Domain**: In the provided field, enter your full domain, including the subdomain you wish to use (e.g., spaces.yourdomain.com). Confirm your domain entry by clicking the "Set Domain" button. 4. **Get first CNAME Values**: In the first step, Notch will provide you with two values: the CNAME Hostname and the Entry.

5. **Add the CNAME Details to your Domain Provider**: Go to your domain provider's DNS management section. Enter the CNAME Hostname and Entry provided by Notch as a new CNAME record. 6. **Wait for Validation**: Allow some time for these values to be validated by Notch. This process can take a few minutes to several hours, depending on your domain provider. 7. **Get Additional CNAME Record**: After the initial validation, you will receive one more CNAME Record with two values from Notch.

8. **Add another CNAME Record to your Domain Provider**: Enter these additional CNAME values as new CNAME entries in your domain provider's DNS management section. 9. **Final Validation**: Your custom domain should now be automatically validated. Once validated, your custom domain will be live and available for use.

### Update your custom domain To update your custom domain, you will need first to remove the existing domain and then set up a new one. Follow these steps: 1. **Navigate to Settings**: Log into your Notch account, click on your profile icon, and go to Team Settings. 2. **Remove Existing Domain**: In the custom domain section, press the "Remove" button to delete your current custom domain. Note that this process can take a while until it is applied. 3. **Setup New Domain**: Once the existing domain is removed, follow our [Setting Up Custom Domains in Notch](#how-to-set-up-a-custom-domain-in-notch) guide to set up your new custom domain. ### Remove your custom domain If you need to remove your custom domain, follow these steps: 1. **Navigate to Settings**: Log into your Notch account, click on your profile icon, and go to Team Settings. 2. **Remove Existing Domain**: In the custom domain section, press the "Remove" button to delete your custom domain. This process can take a while until it is fully applied. 3. **Revert to Default URL**: After the domain is removed, your spaces will revert to using the default Notch URL. *** ## Custom Domain FAQ #### Can I use any domain? Yes, you can use any domain as long as it is supported by a domain registrar and you have access to the DNS settings. #### How long does it usually take for the entries to be validated? The validation process can take anywhere from a few minutes to up to 48 hours, depending on your domain provider and DNS settings. #### What should I do if the validation fails? Check your DNS entries for accuracy and ensure all entries are correctly added. If the problem persists, contact your domain provider or our support team. #### Can I add multiple custom domains? Currently, Notch supports only one custom domain per team. Adding multiple domains is not possible. #### Are SSL/TLS certificates managed automatically? Yes, Notch automatically handles the management and renewal of SSL/TLS certificates. # Team Management Manage team members in Notch In Notch, team members are crucial in collaborating and managing spaces. Team members can have either an Admin or Member role, each with distinct permissions and capabilities. Admins oversee account and team settings, while Members focus on creating and managing spaces and lists. In the Team Members section, you can view all current team members, assign roles (Admin or Member), and invite new team members. Admins can update account details, while Members can create and manage spaces and lists and invite new team members.

### Accessing Team Member Settings 1. Click on your profile icon at the top left in the navigation bar. 2. From the dropdown menu, select "Team Settings". 3. In the Team Settings, select "Team Members" to view and manage your team. {% hint style="warning" %} Only admin user can access team settings {% endhint %} ### Roles and Permissions #### Admin Role Admins have full access to team settings and can update account details. Their permissions include: * Accessing and modifying team settings * Updating account details * Managing Integrations * [Setting up custom domains](/account-management/team-settings/custom-domain) * [Customizing space branding](/account-management/team-settings/branding) * Managing team member roles and permissions. * [Manage subscription ](/account-management/team-settings/pricing-and-billing) #### Member Role Members have more focused capabilities centered around creating and managing spaces. Their responsibilities include: * Creating and editing spaces. * [Sharing spaces](broken://pages/wMH4LPIxFYc22JpTeaPS) with clients. * [Creating & managing space lists](/more-features/space-lists). * Inviting new team members to join the team. ### Inviting New Team Members {% hint style="success" %} Both Admins and Members can invite new team members. {% endhint %} You can begin the invitation process from one of the following locations: * **Navigation Bar**: Click on "Invite Team Member" in the bottom left corner. * **Profile Icon**: Click on your profile icon at the top left in the navigation bar and select "Invite Team Member" from the dropdown menu. * **Team Settings (Admin Only)**: Admin users can also invite new team members from the "Team Members" section within "Team Settings". Inviting new team members: 1. Once you've accessed the invitation screen, provide the email address of the new member you want to invite. 2. Click the "Send Invitation" button to invite the new team member. 3. Your new team member will receive an invitation to your team account.

Invite new team members by sending an invite to their email address

# Pricing & Billing The following section can help if you have any questions related to pricing and billing. Notch's Plan and Billing section allows you to manage your subscription, change plans, view invoice history, and handle billing details. ### Accessing your Billing page 1. Click your account logo in the top left of Notch. 2. Select Team Settings from the menu, then select the Plan & Billing section.

{% hint style="info" %} Only admin users can access the Plan & Billing section & can change payment details and plans. {% endhint %} ## Change Plan You can change your plan at any time. Notch offers three plans: Free, Starter, and Growth. Both the Starter and Growth plans come with the option to pay monthly or yearly. 1. Go to Team Settings and select the "Plan & Billing" tab. 2. Choose whether you want a monthly or yearly subscription. 3. Select your desired plan from available options (Free, Starter, Growth). 4. Click the relevant button to downgrade, upgrade, or select the current plan. 5. Depending on your choice, you will get forwarded to Stripe Checkout to confirm your payment details and plan. ### Invoice History & Download Invoices To view your invoice history and download invoices, follow these steps: 1. Click the "Manage subscription" button in the Plan & Billing section. 2. You will be redirected to the Stripe customer portal. 3. In the Stripe portal, you can view and download your invoice history. ### Cancel Subscription If you need to cancel your subscription, follow these steps: 1. Click the "Manage subscription" button in the Plan & Billing section. 2. You will be redirected to the Stripe customer portal. 3. In the Stripe portal, you can proceed to cancel your subscription. *** ## FAQ ### May I go back to monthly from annual? Yes, but you'll lose the annual discount - just ping for help with plan changes! ### May I get a discount? We offer discounts for Students, Startups, Educational purposes, and NGOs. Feel free to contact for more information. ### How may I update my billing info on file? You can update your billing address and VAT info in your customer portal. To access your customer portal, click the "Manage subscription" button in the Plan & Billing section. ### Can I see past invoices? Yes, to view your invoice history and download invoices, click the "Manage subscription" button in the Plan & Billing section to get forwarded to your customer portal. # Account Deletion How to delete your Notch account If you need to delete your Notch account, please follow the instructions below. Note that deleting your account is a permanent action and all associated data will be permanently deleted. ### Deleting your Notch account To delete your Notch account, you must send an email to our support team at [support@notch.so](https://notch.so/). Ensure that your email includes: * Your email address associated with the Notch account. * A clear request stating that you wish to delete your account. Our support team may reach out to confirm your request and ensure that the deletion process is intentional and understood. {% hint style="danger" %} Once your request is processed, all your content, details, and data will be permanently deleted and cannot be recovered. {% endhint %} # Contact Support Our support team is here to help {% hint style="success" %} We aim to make your experience with Notch as smooth as possible. If you however encounter any issues, we are here to help as well! The articles in this section will help get you the assistance you need. {% endhint %} ## Support You can email or contact us via the in-app messaging at the bottom left of your Notch session at any time.

## Troubleshooting & Reporting Bugs


Debugging Tips	Here are some quick tips to help resolve common issues.	/files/aAFEWxPB6d6HudGiDEai
FAQ	Find answers to frequently asked questions.	/files/aAFEWxPB6d6HudGiDEai
Reporting Bugs	Learn how to report bugs and issues to help us improve Notch..	/files/aAFEWxPB6d6HudGiDEai

# Debugging Tips Some quick tips to help resolve common issues. ### 1. Refresh or restart Notch In the browser, if you refresh Notch, you'll automatically receive any fixes or updates that we've released since the last time you refreshed — it's possible the bug has been resolved already. ### 2. Sign out and back in This will help with authentication issues, in particular. ### 3. Try using Notch in private / incognito mode in your browser If everything works normally in private mode, when your regular browser doesn't, it's probably a browser extension blocking you. Try turning off each browser extension in turn to see if that fixes it. ### 4. Try another browser / device, or the desktop app [Chrome](https://www.google.com/chrome/) is usually one of the best-tested browsers if it's not a Chrome extension causing the problem, but you can always try to access Notch on all other Browsers, as well. {% hint style="info" %} You can find other browsers through a service like {% endhint %} ### 5. Check if you have antivirus software or a firewall blocking Notch If you can access Notch through one device or mobile data but not Wi-Fi or not your work computer, for instance, this could be the problem. Sometimes this will even crop up with an antivirus software or firewall that worked with us previously. We can provide our IP and other info for you to add an exception for Notch. ### 6. Clear cache / browsing history / cookies in your browser (or uninstall and reinstall the app.) This takes a bit more work and we'll only recommend it if you've tried everything else. # Reporting Bugs Learn how to report bugs and issues to help us improve Notch. {% hint style="success" %} To report a bug, contact Support through the "?" icon in the bottom-right corner in Notch or email us at {% endhint %} We really appreciate your reports. In order to fix bugs quickly, please include: * what you were doing when the bug occurred * if it happens randomly or consistently when you do something specific * any other specifics that could help us reproduce it * any screenshots or screen recordings of the problem * [Loom](https://www.loom.com/) is great for this, or any other tool.