How to Use Notepads

Notepads are shared documents for internal knowledge — meeting minutes, process documentation, playbooks, team reference material. They live in your CRM so the information is always where your team can find it, not buried in someone's Google Drive. You can also publish notepads publicly as web pages and group them into browsable Collections.

Creating a Notepad

Go to https://app.trustpager.com/operations/notepads and click New Notepad. Give it a title and start writing. The editor supports rich text formatting — headings, bold, italic, lists, links, and code blocks.

Organising with Folders

Create folders to organise your notepads by team, project, client, or topic. Drag notepads between folders to reorganise. A clear folder structure means team members can find what they need without searching. Folders can also be made public to create a Collection (see below).

Team Collaboration

Notepads are shared across your workspace by default. Anyone with the right permissions can view and edit them. Use notepads for content that the whole team needs access to — standard operating procedures, meeting notes, pricing guidelines, response templates, and more.

Adding a Cover Image

A cover image appears on the notepad card in the grid view and at the top of the post when it is published publicly. To add one, open the notepad and click the Image button in the editor toolbar. At the top of the image picker, switch the toggle to Cover Image. You can then choose your image from the same sources available for inline images: Upload, URL, Library, or Generate (AI-generated). Once a cover image is set, a preview appears with options to remove or replace it.

Controlling Who Can See a Notepad

Every notepad and every folder has a Visibility setting. Notepads are private by default — you choose explicitly who can see them. The options, in order, are:

• Public — Anyone on the internet, plus everyone with access. Selecting this publishes the notepad to a public web page (see below).
• Everyone — The whole workspace team can see it.
• Admins only — Visible to admins regardless of any other setting.
• Only me — Private to you.
• Specific people — Choose individuals by name, or grant access to an entire role (Admin, Editor, Viewer).

If you switch to Admins only or Only me on a notepad or folder that already has specific people granted access, TrustPager will ask you to confirm before removing those grants.

Publishing a notepad publicly

Setting a notepad's visibility to Public publishes it to a public web page. The post's URL is generated automatically from the notepad's title. Once published, a link icon appears next to the Public badge so you can open the live page in a new tab. Publishing and unpublishing update the public page automatically within about a minute.

The public URL for a single post is https://app.trustpager.com/notepads/<your-company-slug>/p/<post-slug>.

Nothing publishes by accident. A notepad is private by default, and Public is always an explicit choice you make per notepad.

Note on old /blog/ links: Notepads were previously published under /blog/<company-slug>/.... Those old URLs now redirect automatically to the new /notepads/ pages, so any links you have already shared continue to work.

Setting visibility on a notepad

Open the notepad at https://app.trustpager.com/operations/notepads, then use the visibility dropdown next to the title in the top bar. Choose your setting. For Specific people, an access picker opens where you can add users or roles.

Setting visibility on a folder

Select the folder in the sidebar at https://app.trustpager.com/operations/notepads, then use the Folder access control that appears below the sidebar. Turning on the Public toggle makes the folder a public Collection. This does not automatically publish the notepads inside it — each notepad still controls its own visibility independently.

How folder and notepad settings interact

A notepad's effective visibility is the stricter of its own setting and its folder's setting. If a folder is restricted to Admins only, every notepad inside it is too — even if the individual notepad is set to Everyone. The folder acts as the outer gate.

For public Collections: the folder being Public enables the Collection directory, but a notepad inside that folder only appears listed in the directory when the notepad itself is also set to Public.

What restricted users see

Team members who do not have access simply do not see the notepad or folder — it is invisible, not greyed out. There is no indication it exists. Admins always have access regardless of any restriction set on individual notepads or folders.

Notepads linked to opportunities

When a notepad is linked to an opportunity and the viewing user does not have access to that notepad, the linked card on the opportunity shows "Restricted notepad — ask an admin" rather than the content.

Collections

A Collection is a public folder with its own hosted directory page listing all the public notepads inside it. Collections are useful for publishing a series of articles, guides, or updates under a single browsable hub.

How a notepad appears in a Collection

• A public notepad inside a public folder is listed in that Collection's directory and is reachable from the directory page.
• A public notepad inside a non-public folder is still reachable at its direct link, but it is not listed in any directory. Share the direct link to give people access to it.

Collection URLs

• Your company's public hub (all Collections): https://app.trustpager.com/notepads/<your-company-slug>
• A specific Collection directory: https://app.trustpager.com/notepads/<your-company-slug>/<folder-slug>
• A single post: https://app.trustpager.com/notepads/<your-company-slug>/p/<post-slug>

Sharing and embedding Collections on your website

Each Collection has its own hosted page you can link to directly from anywhere — email, social media, your website navigation. Share the Collection URL and visitors get a clean, browsable directory of your published posts.

If you want to pull a Collection's posts into your own custom website, go to your website's detail page in TrustPager and look for the Notepads card. Each Collection listed there shows a content feed URL. A developer can fetch that URL to render your posts on your own site. New posts appear in the feed automatically as they are published — no manual steps required.

Linking to Records

Notepads can be linked to contacts and companies so they are accessible directly from that record's CRM page. This is useful for client-specific notes — detailed meeting notes, project scope documents, onboarding checklists — that should surface alongside the client's details rather than only being findable from https://app.trustpager.com/operations/notepads.

Creating a linked notepad from a record

Open any Contact or Company page and look for the Notepads section in the sidebar. Click New Notepad to create one directly from the record. The notepad is created as a regular workspace notepad and immediately linked to that contact or company. It appears in the notepads sidebar as well as on the record it was created from — it is accessible from both places.

Linking an existing notepad to a record

From the same Notepads sidebar section on a Contact or Company page, click Link Notepad (or the link icon) to attach a notepad you have already created. Only notepads you have access to are shown in the picker.

Unlinking a notepad from a record

In the Notepads section on the Contact or Company page, open the menu on the linked notepad card and choose Unlink. This removes the association between the notepad and that record — the notepad itself is not deleted and remains available at https://app.trustpager.com/operations/notepads. Unlinking requires write access to the record (contacts:write or customers:write) — it is not restricted to admins.

Visibility still applies

Linking a notepad to a record does not change its visibility settings. A team member who navigates to the Contact or Company page will only see the linked notepad if their role grants them access to it. Members without access see no indication the notepad exists.

Sharing notepads with clients via the portal

Notepads linked to an opportunity can be shared directly into that opportunity's client portal, so clients can read or edit them without needing a workspace login. You control whether they get a full rich-text editor or a read-only view. Set this up in the portal builder under Settings → Data Management. For the full walkthrough, see How to set up a client or partner portal.

Tip: AI agents can read and write to notepads, and notepad visibility applies to agent access too. Visibility settings are also available via the API and MCP if you need to manage them programmatically at scale.