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Help Center

Using Samepage

Guides on all the functions Samepage has to offer

Documents and folders

Favorite a Folder or Document

Best Practices for Creating Folders

Customizing Folders

Assigning Access Rights in Folders

Create a Folder

Create a document

Copy, Move, Duplicate or Drag and Drop Documents and Folders

View Document History

Lock a Document

Copy or Cut Content on a Document

Pages

Create and Use a Page

Create a Table on a Page

Sharing Pages with the Public

Drawing Diagrams on a Page

Tracking Changes on a Page

Using Hyperlinks on Pages

Embed HTML Code in a Page

Embed a Google Sheet in a Page

Sheets

Export data from Sheet

Import data into Sheet

Create and Use a Sheet

Files

Working with Files on a Page

Create and Use File Document

Direct File Editing (OpenIn)

Add Cloud Files

Getting “File Locked” message

Managing tasks

Add Task Assignees, Participants, and Details

Move a Task to a Task Board, Document, or My Agenda

Recurring Tasks

Create and Use a Task Board

Create and Use a Task Report

Calendars and Events

Create an Event

Add Event Attendees and Details

Recurring Events

Create and Use a Calendar Document

Subscribe to Calendars

Communication

Using @mentions

Create and Use Voice Message

Create a Chat Thread

Create and Use Discussion Document

Setting Out of Office Status

Editing or Deleting Chats

Using Group Chats

Using 1:1 Chats

Create 1:1 or Group Chat

Start Calls in Samepage

Sharing in Samepage

Manage users in your organization

Create and Use User Groups

Add User License

Assign Admin or User Manager Role

Remove, Disable, Re-Enable User from Organization

Understanding & Managing Guests

User Roles, Permissions, & Restrictions

Invite people to Samepage

Other information

Connect Apps to Samepage through Zapier

Set Notifications on Mobile

FAQ: Security and Reliability

Recover deleted content

Install the Desktop App

Updating to the new Samepage experience

Keyboard Shortcuts

Incoming webhook