> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> Collaborative rich-text notes on a record.

## Overview

Notes attaches a rich-text document to a record, or stands alone as a page note. Multiple teammates can edit the same note at once, with changes appearing live for everyone.

## Use cases

Account notes on a Company record. Call prep notes on a Deal. Internal comments on a Ticket.

## Configuration

| Setting        | What it does                                                        |
| -------------- | ------------------------------------------------------------------- |
| Notes property | The record property the note attaches to (required in record mode). |
| Placeholder    | The hint text shown while the note is empty.                        |

## Record vs standalone mode

* **Record mode**: the note is attached to a Notes property, so each record of that object keeps its own note.
* **Standalone mode**: no property is chosen, so the note belongs to the page itself rather than any single record.

## AI writing assistant

The editor can draft and rewrite text using your workspace's own AI provider
(the same model selection and usage limits as the rest of Custral, not a
third-party cloud).

* **Write for me**: type `/` and choose **Ask AI to write…**. With nothing
  selected, the assistant drafts a continuation from the surrounding document.
* **Improve a selection**: select text and open the **AI** menu in the
  floating toolbar for *Improve writing*, *Proofread*, *Explain*, *Reformat*,
  or a free-form instruction.

Generated text streams into a preview card where you can **Replace** the
selection, **Insert** it below, **Copy** it, **Try again**, or **Discard**.
Nothing is written to the document until you choose.

## Formatting toolbar

Select any text to reveal a floating toolbar: turn-into (headings, lists,
quote), **bold / italic / underline / strike / code**, link, text & highlight
color, alignment, and the AI menu. Controls that don't apply to the current
selection hide automatically.

## Version history

There's no save button. Edits save automatically as you type, and the editor
captures version snapshots on its own while you work. Open the **clock** icon in
the editor header to browse version history: preview any past version read-only
and **Restore** it (restoring overwrites the live document).

## Comments

Select text and click the **comment** icon in the floating toolbar to start a
thread anchored to that text (highlighted in yellow). The **Comments** button
in the header opens the side panel to reply, resolve, or delete threads.
Resolved threads clear their highlight.

## Troubleshooting

| Symptom                                           | Likely cause                                                                      | What to check                                                                                                              |
| ------------------------------------------------- | --------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| AI menu / "Ask AI to write…" does nothing         | AI provider not configured for the workspace                                      | Confirm a model is set in **AI settings**; check the org's API key                                                         |
| AI run streams then stops with an error           | Sandbox daily AI token cap reached, or provider error                             | Convert the sandbox to a real workspace, or retry; check the request id in the error                                       |
| Comment highlight doesn't appear after commenting | The commented text was edited or deleted, so the snippet anchor no longer matches | Re-select the current text and add a new comment; the thread still shows in the panel                                      |
| Version history is empty / not updating           | Standalone (no record) document with no id, or no edits captured yet              | Confirm the notes block is attached to a record property; snapshots are captured periodically while editing, not instantly |
| Edits not syncing between users                   | The live connection dropped                                                       | Reload the page; confirm you have a stable network connection                                                              |

## See also

* [Whiteboard](/blocks/embedded/object/whiteboard)
* [Spreadsheet](/blocks/embedded/object/spreadsheet)


## Related topics

- [Notes](/data/properties/communication/notes.md)
- [Widget visitor identity](/dev/api-reference/widget-identity.md)
- [Conversations](/data/conversations/overview.md)
- [Threads](/comms/email/threads.md)
- [Retrieve a document](/api-reference/documents/retrieve-a-document.md)