BlackBerry Notes for iOS User Guide

BlackBerry Notes for iOS
User Guide 3.72021-09-13Z

What is BlackBerry Notes?

BlackBerry Notes provides you with a secure, synchronized connection to the notes in your work email account.
You can use BlackBerry Notes to create and manage your notes while you’re away from your desk.
BlackBerry Notes provides the following features:

features.
Organize and categorize| • Sort notes by title, last modified, or creation date.
• Find a note by title, body, or both with the search tool, search in individual rich-text notes.
• Assign categories to your notes for an added level of organization.
• Synchronize some or all of your notes folders.
• Convert an email into a note.
Secure sharing and storing of data| • Share your notes as email messages (requires BlackBerry Work).
• Keep your data secure with FIPS-validated cryptography.

What is BlackBerry Notes?

Installing and activating BlackBerry Notes

Before you can begin using BlackBerry Notes, you must activate it. The steps you take to install BlackBerry Notes depend on how you will be activating it. The following options are available for activating the BlackBerry Notes app:

• Install BlackBerry Notes and activate using an access key, activation password, or QR code: Choose this option if you have not installed the BlackBerry UEM Client on your device or if your administrator has not allowed the BlackBerry UEM Client to manage the activation of BlackBerry Dynamics apps.
• Install and activate BlackBerry Notes when the BlackBerry UEM Client or another BlackBerry Dynamics app is already activated: Choose this option if you have installed the BlackBerry UEM Client on your device and your administrator has allowed the BlackBerry UEM Client to manage the activation of BlackBerry Dynamics apps. This option appears in BlackBerry Notes only if both of these conditions are met. If you do not see this option when you open BlackBerry Access, you must set up BlackBerry Notes using an access key.

System requirements
To use BlackBerry Notes, your iOS device must meet the following requirements:

• Minimum device and OS requirements as listed in the Mobile/Desktop OS and Enterprise Applications Compatibility Matrix
• Wireless network connection

Install BlackBerry Notes and activate using an access key, activation password, or QR code
Complete this task if you have not installed the BlackBerry UEM Client on your device and your administrator has not allowed the BlackBerry UEM Client to manage the activation of BlackBerry Dynamics apps, you do not have another BlackBerry Dynamics app already activated on your device, or you choose to activate the app using an access key, activation password, or QR code.
To get the activation credentials, choose one of the following options:

• Request an access key, activation password, or QR code from your administrator. Your administrator will send you an email with the activation details.
• Generate an access key, activation password, and QR code from your organization’s self-service portal. If you do not know how to access your self-service portal, contact your administrator.

Note: If allowed by your organization, you can activate BlackBerry Notes using Easy Activation. An Easy Activation key, when permitted, is supplied by another BlackBerry Dynamics app, like BlackBerry Access or BlackBerry Connect, as long as these apps are already installed and activated on your device. If available, you can activate BlackBerry Notes using the container password for the activation app.

1. Request the activation credentials from your administrator or generate your own from your organization’s self-service portal.

2. After you receive the email message with the activation credentials or have generated your own in the self-service portal, download and install BlackBerry Notes from the
   App Store.

3. Tap Notes.

4. Tap Client End User License Agreement to read the license agreement and, if you accept the terms, tap I Agree.

5. Complete one of the following tasks:
   Activation method| Steps
   ---|---
   Access key| a. In the Email Address field, type the email address located in the activation email message that you received from your administrator or type your work email address if you generated your own access key.
   b. In the Activation password field, enter the access key, without hyphens, that is in your activation email message that you received from your administrator or enter the access key that you generated in the BlackBerry UEM Self-Service. The access key is not c ase sensitive.
   c. Tap Enter on the device.
   Activation password| a. In the Email Address field, type the email address that is in the activation email message that you received from your administrator or type your work email address if you generated your own activation password.
   b. In the Activation password field, enter the activation password that is in your activation email message that you received from your administrator or enter the activation password that you generated in the BlackBerry UEM Self- Service.
   c. Tap Enter on the device.
   QR code| a. Tap Use QR code.
   b. Tap OK to give BlackBerry Notes access to the camera.
   c. Scan the QR cod e in the activation email that you received in theactivation email from your administrator or that you generated in the BlackBerry UEM Self-Service.

Optionally, you can tap Advanced Settings and enter your email address, access key or activation password, and the BlackBerry UEM address.

6.  If prompted, create and confirm a password for BlackBerry Notes. If your device is equipped with Touch ID, you can turn on this option to use instead of the password, except on initial startup.
7. If prompted, allow BlackBerry Notes to use your location history to establish trusted locations.
8. Tap the BlackBerry Dynamics Launcher in the lower-right of the screen to start using BlackBerry Notes.

Install and activate BlackBerry Notes when the BlackBerry UEM Client or another BlackBerry Dynamics app is already activated
If you have installed and activated the BlackBerry UEM Client app on your device and your administrator has allowed the BlackBerry UEM Client to manage the activation of BlackBerry Dynamics apps or you have an existing BlackBerry Dynamics app already activated on your device, you do not have to use access keys or QR code to activate BlackBerry Notes or any other BlackBerry Dynamics app that you want to install.

1.  If the app was not automatically pushed to your device by your administrator, open your Work Apps app and install the BlackBerry Notes app. If you do not see the BlackBerry Notes app in your Work Apps app, contact your administrator to make the app available to you. Note: If your administrator did not make the app available to you, you can download and install the BlackBerry
   Notes app from the App Store. However, the application will not activate.

2. On your device, tap Notes.

3. Tap Client End User License Agreement to read the license agreement and, if you accept the terms, tap I Agree.

4. Tap Allow allowing BlackBerry Notes to send notifications.

5. Tap Set up using .

6.  Enter your password for the BlackBerry UEM Client or BlackBerry Dynamics app that is installed and activated on the device.

Using BlackBerry Notes

Use the BlackBerry Dynamics Launcher
The BlackBerry Dynamics Launcher allows you to easily navigate to all of your business tools and apps with just a couple of taps.

1. To open the BlackBerry Dynamics Launcher, tap .
2. Perform any of the following tasks:

open. Your options vary depending on the apps that you have installed. If you have more icons than can be displayed in the Launcher window, use the Search feature to find the app icon that you want to use.
Rearrange app icons in the Launcher.| Press and slide the icons in the Launcher to reorder them. If you have more icons than can be displayed in the Launcher window, search for the app icon that you want to reorder. Tap Done to save your arrangement.
On iPhone devices, you can press and slide icons to move them to a favorites bar. Icons that have been added to the favorites bar, stay visible while you scroll through the other icons in the Launcher. You can add up to four or five icons to the favorites bar, depending on the size of the screen. To remove an icon, press and drag it out of the favorites bar.
Open a non-BlackBerry Dynamics app or web clip listed in the Launcher.| If the BlackBerry UEM Client is installed on your device, your administrator can add app shortcuts for non-BlackBerry Dynamics apps and web clips
in your Launcher. When you click an app shortcut, your browser opens the non- BlackBerry Dynamics app or opens the browser to the URL location
specified by your administrator. The app shortcut can open in your BlackBerry Access browser or you may be prompted to choose which browser to use (BlackBerry Access or a native browser). Requires admin permission and the UEM Client. Launching browser-based web clips requires BlackBerry UEM server version 12.7 or later.  Launching non-BlackBerry Dynamics apps requires BlackBerry UEM server version 12.7 MR1 or later.
Search for an app or web clip on an iOS device.| Tap .
Launcher icons are searched and listed by first letter. Click on an icon to launch the app or clip.
Scan a QR code.| Tap . QR codes cannot be larger than 2078 bytes
and must not contain any non-keyboard characters.
Open the BlackBerry Dynamics app Settings.| Tap .
Open the Quick Create menu.| a. Tap + .
b. Tap an option to quickly create email, contacts,
notes, tasks, and calendar events.
Open the BlackBerry UEM App Catalog.| Tap Work Apps. This option is only available if your device is managed by BlackBerry UEM. See when there are new or updated apps available.
The Apps icon displays a blue circle icon in the BlackBerry Dynamics Launcher when there are new apps or updates. Your device must be activated on BlackBerry UEM version 12.9 or later.
Adjust the BlackBerry Dynamics Launcher icon brightness.| Tap and tap Launcher.
Close the Launcher.| Tap .
Move the location of the BlackBerry Dynamics Launcher icon.| Tap and slide it to place it anywhere on the screen.

Viewing notes
When you open BlackBerry Notes your notes are automatically synchronized with the notes in your work email account. After you open the app, notes are synchronized every ten minutes. You can swipe down on the list to force synchronization at any time. BlackBerry Notes supports Bluetooth keyboard navigation and shortcuts. Press and hold the Command key to display available shortcuts.
To view your notes, do any of the following:

• Tap Notes at the top of the Notes page to order notes by title, creation date, or last modified.
• Tap to toggle ascending or descending order.
• To filter notes by date, category or folder, tap . Tap a date classification, category or folder to display only the notes in it on the main page, or tap All Notes under General to turn off the filter.

Note: Depending on the Microsoft Exchange Server version you are using, inline attachments may not be supported in Outlook Web App 2010 or Microsoft Outlook.

View an attachment
Attachments with the following file types can be viewed in BlackBerry Notes.
• BMP, bumpf, cur, dib, gif, heic, ico, jpg, jpeg, png, tiff, gif, doc, Docx, ppt, pptx, xls, pdf, txt, HTML, htm

1. Tap the task or note with the attachment that you want to view.
2. Tap Attachments.
3.  In the Attachments list, tap the attachment that you want to download.
4. Tap the downloaded attachment to view it.

Search for a note

1. On the main page, tap  .
2. Tap All, Title, or Notes.
3. Type some text that is in the title or body of the note you want to find. Depending on the filters that you have set, notes that contain the search text are displayed.
4. If you want to create a new note with your search text as the title, tap Create Note.
5. Tap Cancel to exit the search window.

Create a note

1. Tap .

2. Tap Tap to create a title to enter an optional title for the note.

3. Tap Save to save the title.

4. Enter the text for your note. Use the rich text toolbar below the text field to show or hide the keyboard and change font style, size, and color.

5. To add the note to a category, tap > Edit Categories. Do one of the following:
   • Tap an existing category to add a note to it.
   • To create a new category, type a name in the Add Category field.
   • Tap to remove the note from that category.

6. Tap > Add Attachment to attach an image using one of the following options:
   • Take a picture: Take a picture or a video.
   • Photo Library: Access your native photo repository and choose an existing picture file.

7. Tap Done.

8. To send the note as an email, perform the following actions:
   a) Tap > Send As Email.
   b) If you are prompted, enter your BlackBerry Work password.
   c) Compose your email message.
   d) When you’re done, tap .
   e) To return to your notes, tap .
   9. Tap to save the note.
   • To discard the note, tap x . At the confirmation prompt, tap Discard.

Edit a note

1. Tap a note to edit it.

2. To edit the note, perform any of the following tasks:
   • Tap the title of the note to change the title and tap Save to save your changes.
   • Tap > Edit Categories to add or remove assigned categories.
   • Tap in the note body to edit the text for your note. Use the rich text toolbar below the text field to show or hide the keyboard and change font style, size and color.
   • Tap > Add Attachment to attach an image using one of the following options:
   • Take a picture: Take a picture or a video.
   • Photo Library: Access your native photo repository and choose an existing picture file.
   Note: When you add an image, you may be asked to resize it.

3. Tap√ to save the note.
   • To discard the note, tap X . At the confirmation prompt, tap Discard.

Delete a note
Tap on a note and tap Delete Note to delete it.
Move a note to a folder
Tap on a note, choose Move to folder, and select the destination folder.
Manage your categories
BlackBerry Notes supports synchronization with the categories in your work email account. New categories that you add in BlackBerry Notes are automatically assigned a color and added to your work email account. BlackBerry Notes and BlackBerry Tasks support categories, but BlackBerry Work does not support categories.
When you change the name of a category in BlackBerry Notes, all current notes in that category are added to the new category. Items from other apps remain in the previous category. When you delete a category on your device or in your work email account, it is retained with the notes in it but removed from the list in your email account. On your device, its color is removed, it is moved to the bottom of the category list, and it is treated as a local category.

1. Tap .
2. On the Categories tab do any of the following:

associated with it.
Add a new category.| a. Tap  + .
b. Enter a name for the category.
c. To select the color of the category, tap the color that you want.
d. Tap Add to save your changes.
Edit a category.| a. Swipe left on a category and tap Edit.
b. Change the name of the category.
c. To select the color of the category, tap the color you want.
d. Tap Save to save your changes.
Delete a category.| Swipe left on a category and tap Delete.

Change your app settings

1. Access your app settings from the BlackBerry Dynamics Launcher by tapping.
2. Complete any of the following tasks:

Optionally, you can enable the biometric option, if allowed by your administrator.
Adjust the BlackBerry Dynamics Launcher icon brightness.| Under Application Settings, tap Launcher.

Change your theme

On devices that are running iOS 13 or later, you can change the theme for BlackBerry Dynamics apps using the iPhone device settings. For instructions, see the iOS documentation. For more information about supported operating systems, see the Mobile/Desktop OS and Enterprise Applications compatibility matrix.

Using the Quick Create tool

You can tap + in the BlackBerry Dynamics Launcher and select a shortcut to create a new email, calendar entry, contact, task, or note.

Frequently Asked Questions

FAQ/ Answer

How do I change BlackBerry Work settings?****

– Tap > .

Why aren’t my email messages synchronizing?****

– There is probably an issue with your connection to your mail server.
– If the issue persists after 1 hour, contact your administrator. Administrators can contact the BlackBerry Support Team if they require assistance to diagnose the underlying issue.

I’m getting too many email notifications. I can’t distinguish between calendar reminders and new email alerts.?****

– See Managing your notifications and alerts.

Why am I being prompted for my BlackBerry Work password so often?****

– Your administrator controls this behavior using a password timeout policy. System events may also cause the password to be required even when the timeout has not elapsed.
– When you stop using using BlackBerry Work, Notes, or Tasks, password unlock is required in as few as 5 minutes. Additionally, the password is required on a “cold start”. For example, after you restart a device or when you force quit the app and launch it again.

The blue circle with the BlackBerry logo is blocking an area on my screen. How can I move it?****

– The Launcher can be moved by pressing and holding it.

How do I access my calendar and contacts?****

– Tap and then tap Calendar or Contacts.

How do I create an out-of-office message?****

– See Create an automatic out-of-office reply.

How do I create a signature?****

– See Change your signature.

Why can’t I copy or paste content from BlackBerry Work?****

– Your administrator may have restricted this behavior for security reasons.

Why can’t I use the camera in BlackBerry Work?****

– Your administrator may have restricted this behavior for security reasons.

Why can’t I use dictation in BlackBerry Work?****

– Your administrator may have restricted this behavior for security reasons.

How do I change the number of email messages that are synchronizing to BlackBerry Work?****

– This is managed in the BlackBerry Work settings. See Change your settings.

How do I change to conversation view?****

– This is managed in the BlackBerry Work settings. See Change your settings..

How do I change the font size in BlackBerry Work?****

– By default, BlackBerry Work uses the system font settings. Here’s how to adjust.
1. Open the Settings app
2. Tap Display & Brightness
3. Tap Text size
4. Adjust the font size slider.
– You can also set a custom font for composing or replying to email messages. This is managed in the BlackBerry Work settings.
– You can also adjust the font size for the email list and the meeting agenda view. See Change your settings… – See Change your settings.

How do I turn off the avatars in my email list?****

This is managed in the BlackBerry Work settings. See Change your settings.

Why am I getting the message that “[Your device’s browser] / [Safari] has been blocked by your IT administrator. Install BlackBerry Access to continue” when I tap a link in a BlackBerry Work email message?****

– Your administrator may have restricted this behavior for security reasons. In many cases, your administrator will allow BlackBerry Access to be used for links in an email. Contact your administrator for more information on how to install BlackBerry Access.

How can I synchronize tasks?****

– You must install BlackBerry Tasks. Contact your administrator for more information.

How can I synchronize notes?****

– You must install BlackBerry Notes. Contact your administrator for more information.

How can I convert an email message to a note?****

– See Convert an email message to a note.

Troubleshooting

Generate a diagnostics report on iOS devices
If this feature is enabled by your administrator, you can generate a diagnostics report and send the results to your administrator.

1. Tap to open the BlackBerry Dynamics Launcher.
2. Tap .
3. In the Support section, tap Run Diagnostics.
4. Tap Start Diagnostic.
5.  When the diagnostics are complete, click Share logs to send an email with the report details.

Upload log files to BlackBerry Support
If requested by BlackBerry Support, you can upload log files to help troubleshoot an issue you are having with BlackBerry Dynamics apps.

1. Tap to open the BlackBerry Dynamics Launcher.
2. Tap .
3. In the Support section, click Upload Log. The Log upload status bar displays the upload progress.
4. Click Close.

Resynchronize BlackBerry Notes with your mail server
If you are experiencing synchronization issues between BlackBerry Notes and your mail server, you can resynchronize without having to reactivate BlackBerry Notes.
Note: This will reset all settings and data. All documents and data will be deleted.

1. Tap .
2. Tap .
3. Tap Reset Application Data.
4. Tap OK.
5. Reopen BlackBerry Notes and enter your password.
6. Enter the password for your mail account.
7. Tap Next.
   BlackBerry Notes will now resynchronize with your mail server.

Send feedback to BlackBerry

If you have feedback about the BlackBerry Dynamics app that you are using, you can send it to BlackBerry.

1. Tap to open the BlackBerry Dynamics Launcher.
2. Tap .
3. In the Support section, click Feedback.
4. In the Comments field, type your message. By default, the Upload Logs and Send to Self options are enabled.
5. Tap Send.
6. An email message with the proper recipient name, subject line, app details, and comments is prepopulated for you. Tap the Send icon.

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