For buyers and partners. Notate is a secure document workspace for iPad and iPhone, with a desktop app for Windows. It gives people the editing, markup and signing they expect from Adobe on a laptop, inside the security your MDM already enforces.
The problem it solves
Your users want to review, mark up and sign documents on a tablet. The apps they like, such as PDF Expert or GoodNotes, are not built for a managed enterprise, so IT cannot allow them. Notate is the secure version: a PDF and Office editor that runs under Microsoft Intune app protection policies, BlackBerry Dynamics, Citrix or Ivanti, with nothing to migrate.
What people do with it
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Open a document from email, SharePoint, OneDrive, Teams or a corporate file share.
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Edit PDFs and Word, Excel and PowerPoint files; annotate, highlight and handwrite.
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Sign, including certificate-based digital signatures.
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Redact and compare PDFs.
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Send back only the pages that were marked up.
Why IT approves it
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What IT asks |
The answer |
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Does it work with our MDM? |
Yes. Microsoft Intune with full app protection policy support, BlackBerry UEM and Dynamics, Citrix Endpoint Management, Ivanti (formerly MobileIron), and other AppConfig MDMs. |
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Where do our documents go? |
They stay in your own systems. Notate works with documents where they already are, and Notate storage on Microsoft 365 is a SharePoint Embedded container inside your own tenant. Shafer Systems hosts no copy of your content. |
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Do we have to migrate anything? |
No. Notate connects to the repositories you already run. |
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What about AI? |
Notate's AI features are optional, controlled by app policy, and run on your own Azure OpenAI resource. |
Next steps
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Security and compliance: what to hand your security reviewers.
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Administrator's Guide: what deployment involves.
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notatepdf.com: pricing, and to talk to us.