Notate PDF for Enterprise

Notate 2026: All your files. One workspace. The largest release in Notate's history. Everything you work with now lives in one place, under the same IT controls your organization already has. ONE FILE MANAGER FOR EVERYTHING Browse, open, and edit files from every source in a single place: Notate Drive, OneDrive, SharePoint, Teams, ShareFile, network (SMB) shares, and email attachments. Move and copy files between them. BUILT FOR MICROSOFT 365 SharePoint Embedded support brings noticeably faster syncing and a private document workspace that lives inside your own Microsoft tenant, governed by your existing Purview retention, DLP, and compliance policies. Your IT team keeps the same controls it has today. SEARCH ACROSS ALL YOUR DRIVES Search a folder, a drive, or everything at once, with matching text snippets displayed right in the results. AI ASSISTANT Ask questions about a document, summarize long PDFs, turn meeting audio into structured notes, and get help writing, transcribing, and cleaning up handwritten notes. The assistant runs inside your organization's own Microsoft environment, so your documents and prompts never leave your tenant. Available where enabled by your organization. SHARING Share notes and folders with colleagues, see what's been shared with you, and get an unread badge in the sidebar when something new arrives. COMPARE VERSIONS (iPad) View a previous version of a PDF alongside the current one and restore it with a tap. EMAIL WITHOUT THE ROUND TRIP Open an attachment, mark it up, and reply with the updated file without ever leaving Notate. OFFICE DOCUMENTS Open and edit Word, Excel, and PowerPoint files in Microsoft Office or with the built-in Notate Office editor. TEMPLATES Start a new note, PDF, or Office document from the template gallery, or save any file as a template. ALSO NEW Favorites, Recents, and Offline. Star files and folders for quick access, jump back to recently opened documents, and mark items for offline use. Multi-select. Select multiple files at once to move, copy, share, delete, or make them available offline. Redesigned interface. A refreshed experience across the file manager, previewer, and Settings, including sortable column views on iPhone. Accounts. A simpler account screen with per-account Reconnect and a single Sign Out that fully clears the device. Network shares. Connect to SMB servers by name, sign in with Kerberos single sign-on, and confirm your setup with Test Connection. Plus many fixes for sync reliability and performance.