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Knowledge base
Using the Keep&Share Support Portal
Watch Videos & Find Help Articles
6
How to Use the Keep&Share Support Portal
Using our Video Tutorials
How can I contact Keep&Share?
How are the help articles organized?
How can I search for a specific topic in the Support Portal?
View all 6
Calendars: Getting Started
Calendar General FAQs
23
Getting Started with Calendars: How-To Videos
How do I create a new Calendar?
How do I create new calendars in bulk?
How do I find my Calendar?
How do I delete my Calendar?
View all 23
Calendar General Troubleshooting
2
My Calendar defaults to a date in the past - how do I fix this?
My Calendar doesn't display/operate correctly
Calendar Entries
Day Notes
14
What's a "Day Note"?
What's the difference between a Day Note and an Event?
How do I create a Day Note in my Calendar?
How can I delete a Day Note?
How can I edit a Day Note in my Calendar?
View all 14
Events
36
What is an Event?
What's the difference between an Event and a Day Note?
How do I add an Event to my Calendar?
How can I edit an Event in my Calendar?
How can I add/format text in my Event?
View all 36
Scheduling & Organizing Events
17
How can I schedule an Event?
How can I organize my Events using “Headlines”?
How do I reschedule the date of my Event?
How can I move or change the time of an Event using “Drag-n-Drop?”
How do I schedule an Event that lasts multiple days?
View all 17
Meetings
14
What are “Meetings”?
How do I create a Meeting?
How do I invite people to my Meeting?
How do I invite others to a meeting that do not have a Keep&Share account?
How can I tell if invitees have accepted my Meeting invitation?
View all 14
Customize My Calendar
Calendar Views
24
What types of views are available in my Calendar?
How can I navigate my Calendar?
How can I customize my Month and Week Calendar Views?
How can I change my default Calendar View?
How can I change what day of the week my Calendar starts on?
View all 24
Calendar Appearance
9
How can I customize my Calendar colors?
How can I make my weekends a different color?
How can I label my Calendar?
How can I edit my Calendar Name?
How can I edit my Calendar name details?
View all 9
Calendar Settings
21
How do I set the time zone for my Calendar?
How do I set the time and date formats for my Calendar?
How do I set up Auto-Refresh for my Calendar?
How do I set up Automatic Backups for my Calendar?
How do I restore a Calendar to a previous version?
View all 21
Event Appearance
14
How can I limit the size of my Event Photos?
How can I show the ending times on my Events?
How can I show the length of my Events?
How can I shorten the time display on my Events?
How can I show only the first line of my Events?
View all 14
Event Tags
23
What are “Event Tags?”
How many Event Tags can I have?
How do I create Event Tags?
How can I add an Event Tag to an Event?
How can I edit an Event Tag?
View all 23
Multiple Calendars
Multiple Calendars: Getting Started
6
Can I have multiple Calendars in my Keep&Share account?
How many Calendars can I have?
What types of Calendars are in my Keep&Share account?
How can I share one or more of my Multiple Calendars?
How can I change which calendars I see in my Navigator?
View all 6
Calendar Overlays
20
What is a Calendar Overlay?
What's a “Source Calendar”?
How can I add a Calendar Overlay to my Calendar?
How do I add common holidays to my Calendar?
How do I add moon phases to my calendar?
View all 20
Side-by-Side Views
6
What is Side-by-Side View?
How do I set up Side-by-Side View?
How do I use Side-by-Side View?
How can I see more than one day at a time in Side-by-Side view?
How do I view my addresses or to do lists side-by-side with my calendar?
View all 6
Sharing My Calendar
Sharing My Calendar: Getting Started
5
How can I share my Calendar?
Who can see my Calendar?
Who can I share my Calendar with?
What can Visitors access in my Calendar?
How can I visit my friend's Calendar?
Share Control
7
What is the “Share Control?”
What is a “Share List?”
What is the “Blank Sharing Field?”
What are “Edit Rights?”
How do I make my calendar "read-only"?
View all 7
Calendar Pinning
2
What is "Calendar Pinning"?
How do I unpin a calendar from my list of calendars?
Calendar Notifications
3
What is a Calendar Notification?
How can I send notifications to people so they know I've updated my calendar?
How can I get notified when my friend updates his/her Calendar?
Emailing my Calendar
5
Emailing my Calendar: Getting Started
How do I email a link and a copy of my calendar?
How do I email a link to my Calendar?
How do I email and/or text a copy of my Calendar?
How do I email a PDF version of my Calendar?
Linking my Calendar
2
How do I create a link to my Calendar?
How can I customize links to my Calendar?
Embedding My Calendar
1
How can I embed a Calendar into my Website?
Self-Book
Setting Up Self-Book
33
How can I let people sign up for Events via my online Calendar?
Can I put this calendar on my own website or does it have to stay on Keepandshare.com?
What is “Self-Book”?
How can I set up Self-Book?
How can I add “Self-Book” to my Calendar and Events?
View all 33
Keeping track of your Self-Book Sign Ups, Reservations, & Suggestions
38
Who can sign up for or suggest Events on my Calendar?
How do people sign up for events on my Calendar?
How do I see who has signed up for my Events?
Will my public Calendar show the names of people who signed up to everyone who sees my Calendar?
How do I keep track of who signed up for events on my Calendar?
View all 38
Managing Information from Self-Book Participants
11
What information can I collect from people who are signing up?
How can I export information about people who have signed up?
How can I contact people who signed up to an Event on my Calendar?
Can Keep&Share send my attendees confirmation or reminder emails for me?
How can I customize my participant "confirmation" or "rejection" email text?
View all 11
Custom Self-Book Forms
8
What kinds of sign-up forms are available for Events on my Calendar?
How do I edit my “Self-Book” forms?
How can I create my own sign-up forms for my Events?
What form fields can I add to my custom Self-Book forms?
How can I show the Account Name of the person who fills the form for my Event?
View all 8
Synchronize My Calendar
Importing and Exporting Calendars
8
Can I import and export Calendars with my Keep&Share account?
How do I import Calendars into my Keep&Share account?
How do I add a Microsoft Outlook/Google calendar into my Keep&Share account?
How can I use .CSV Files to Import a Calendar?
How do I export calendars from my Keep&Share account?
View all 8
Synchronize my calendar with iCalendar feeds
15
How can I synchronize my calendar with other calendars?
How do I subscribe to non-Keep&Share calendars so they'll appear in my Keep&Share calendar?
How do I publish my Google calendar to Keep&Share?
How do I publish my Apple calendar to Keep&Share?
How do I publish my Microsoft Outlook calendar to Keep&Share?
View all 15
Print My Calendar
Calendar Printing: Getting Started
18
How do I print my calendar?
How do I create a PDF version of my calendar?
What are my options for calendar print layouts?
How do I edit the font in my calendar printout?
How do I add a header to my calendar printout?
View all 18
Calendar Printing Troubleshooting
8
My print window crashes and/or Adobe Acrobat says it needs updating
No new window or tab was created after I clicked to print
My print pop-up flashes and/or disappears
My print window still doesn't appear and/or is blank and/or says "Error"
How do I remove unwanted items from my printout?
View all 8
Files
Getting Started
20
What is the “File” Application?
What types of file formats does Keep&Share accept?
How can I upload a File into Keep&Share?
How can I organize my Files with Folders?
How can I download Files and Folders?
View all 20
Creating/Editing Files
15
What is a File?
How do I create a File?
How can I edit a File?
How can I change the name of my File?
How can I check the history of a Document?
View all 15
Sharing Files
8
How can I share an individual Document or PDF?
How do I create a link to my Document?
How do I email a link of my Document or Files to someone?
How can I create a link to a PDF document I've uploaded into my account?
How do I share Folders?
View all 8
Uploading/Downloading Files
6
How can I upload a File or PDF into Keep&Share?
What size limits are there for uploaded Files?
How can I upload Files by email?
How can I download Files and Folders?
How can I replace a File without changing the link to it?
View all 6
Printing Files
4
How do I print Documents?
How can I customize my printouts with print codes?
What is the difference between PDF printing and Web output?
Printing Files Troubleshooting
Photos Application
Getting Started
4
What is the “Photo Application”?
What types of Photo formats does Keep&Share accept?
What photo sizes, resolutions, and how many photos can I upload?
How can I find or view photos I’ve uploaded to my account?
Photo Library
9
What is the Photo Library?
How can I organize my Photos with keywords?
How can I edit Photos in the Photo Library?
How do I add keywords to my Photo Library?
How can I search through my Photos?
View all 9
Photo Albums
25
What are “Photo Albums”?
How do I create a Photo Album?
How do I create a new Photo Album by uploading photos?
How do I create a new Photo Album adding photos from my Photo Library?
How do I create a Photo Album that others can upload photos into?
View all 25
Editing Photo Albums
15
How can I edit a Photo Album?
How can I edit Photos inside of a Photo Album?
How do I remove a Photo from a Photo Album?
How can I copy a Photo Album?
How do I change the order of Photos in a Photo Album?
View all 15
Uploading Photos
8
How can I upload Photos?
How can I upload Photos in Bulk?
How can I upload Photos manually?
How can I upload Photos by email?
How can my camera file names appear with each uploaded Photo?
View all 8
Downloading & Copying Photos
5
How can I download Photos and Photo Albums?
Who can download Photos and Photos Albums?
How can I copy Photos and Photo Albums from other accounts?
How can I copy protect my Photos?
How can I download photos from my Photo Library?
Sharing Photos
10
How can I share my Photos?
Can I share individual Photos?
How can I share my Photo Library?
How can I share my Photo Albums?
Can I share multiple Photos all at once, in bulk?
View all 10
To Do Lists
To Do Lists
24
What is a “To Do List?”
How do I create a To Do List?
How do I edit the name of a To Do List?
How can I organize my To Do List?
How can I search through my To Do Lists?
View all 24
Tasks
39
What are “Tasks?”
How do I create a Task?
How can I edit a Task?
How do I mark a Task as “Finished?”
How do I insert a new Task?
View all 39
Sharing To Do Lists
5
How do I share an individual To Do List?
Can I share multiple To Do Lists all at once, in bulk?
How do I create a link to my To Do List?
How do I create a link to a List Set of my To Do Lists?
How do I email a link to my To Do List to someone?
Address Book
Getting Started
8
What is the “Address Book?”
How do I access my Address Book?
How can I organize my addresses with Folders?
What kind of information can I put in my addresses?
How can I copy addresses?
View all 8
Creating/Editing your Addresses
20
How do I add a new address?
How can I edit my Addresses?
How can I add extra information fields to my address?
How can I change the default names of the Address Book fields?
How do I add a custom information field to my address?
View all 20
Using your Address Book
34
How can I view entries in my Address Book?
How can I change what fields show in Card View?
How can I change what fields show in List View?
How can I change what fields show in Combined View?
How can I view individual addresses?
View all 34
Sharing Address Books
9
How can I share an individual address?
How can I share a Folder of addresses?
How can I share an entire Address Book?
Can I share multiple addresses all at once, in bulk?
How can I create a link to an address?
View all 9
Discussions
Getting Started
6
What is a “Discussion"?
How do I get my "Discussions" application to show?
How do I start a new Discussion?
How do my friends comment on a Discussion?
How can I delete Discussion comments?
View all 6
Managing My Account
Getting Started
21
How do I sign up for a Keep&Share account?
How do I log into my account?
How can I configure my account?
What are my “Communication Settings?”
How do I change how often I receive emails from Keep&Share?
View all 21
My Account Settings
28
How do I edit my User Profile?
What are my “Communication Settings?”
How do I add email addresses to my Communication Settings?
How do I change my primary email address?
What kind of notifications will my account email addresses receive?
View all 28
Team Account Management
11
What are “Team Accounts?”
What is the difference between Individual and Team accounts?
How do I use my Team Account?
What is the Team Console?
How do I create a new Team member account?
View all 11
Navigation
5
How can I navigate through my account?
How do I hide apps and other information that I don’t need?
How can I turn on applications in my account?
How do I add links to my Navigator?
How can I change the order of my applications in the Navigator?
My Share Page
8
What is “My Share Page?”
How can I access my Share Page in my account?
How can I configure my Share Page?
How can I choose what page shows first on My Share Page?
How can I format my Welcome Message on my Share Page?
View all 8
Upgrading My Account
10
How much does Keep&Share cost?
How do I upgrade my account?
What is a free “Basic Plan?”
What is a paid “Solo Plan?”
What is a paid “Team Plan?”
View all 10
Sharing My Information
How to Share: Getting Started
15
How can I “Share?”
Who can I share with?
Who can see my information?
How can I see information in someone else’s account?
How do I share publicly?
View all 15
Dashboard
21
What is the “Dashboard”?
What are “Notifications”?
What are User Notices and Alerts?
How can I send a message to my Friends & Share Groups?
How do I send a message to individual email addresses?
View all 21
Share Control
7
What's the “Share Control?”
What is a “Share List?”
What is the “Blank Sharing Field?”
What are “Edit Rights?”
How do I make my documents, calendar, etc. "read-only"?
View all 7
Visitors
21
What are “Visitors?”
What can Visitors do in my account?
How can I see something my friend has shared with me?
What are “Friends?”
What is my “Friends List?”
View all 21
Notifications and Subscriptions
17
How can my friends and I keep track of edits to our information?
What are “Notifications”?
What actions generate Notifications?
How can I set up Notifications by email and text?
Who receives Notifications?
View all 17
Emailing & Linking information
11
Emailing my Calendar: Getting Started
How do I email a link of my Document or Files to someone?
How do I email a link of my Photo Album to someone?
How do I email a link to my To Do List to someone?
How can I copy a link to my information to post on a web page?
View all 11
Keep&Share Mobile
Getting Started
5
What is Keep&Share mobile?
How can I access the Keep&Share mobile website?
What can you do with the Keep&Share mobile website?
How can I switch between applications in Keep&Share mobile?
How can I move through my Keep&Share mobile account?
Devices
5
How do I find and install the Keep&Share app for the iPhone and iPad?
How do I find and install the Keep&Share app for the Android?
How do I save the Keep&Share website as a shortcut on my iPhone screen?
How do I save the Keep&Share website as a shortcut on my iPad screen?
How do I save the Keep&Share website as a shortcut on my Android screen?
Using Mobile Applications
12
How can I see all of my Calendar Event information in Keep&Share mobile?
What are my mobile Calendar Views?
How can I create items in my mobile Keep&Share account?
How do I edit items in my mobile Keep&Share account?
How do I save or cancel changes to my items in my mobile Keep&Share account?
View all 12
Linking Mobile Applications
2
How can I copy a mobile link to my applications?
How can I create a mobile link to my Calendar?
Troubleshooting
2
How do I enable cookies on my mobile browser?
Why can't I format text in my applications on my Android phone?
Troubleshooting Common Problems
Password Issues
10
Why can't I log into my account?
What if I forgot my password and/or Account Name?
How can I change my account password?
How do I get a new password?
How do I recover my password if I'm on a mobile device?
View all 10
Browser Issues
6
Which browsers does Keep&Share support?
How can I refresh my browser?
How can I reset my browser?
How can I tell my browser to allow pop-ups from Keep&Share?
How do I enable browser cookies?
View all 6
Networking & Email Issues
9
What do I do if I never received my account activation email?
Why am I receiving some emails from Keep&Share but not others?
What if I never received my Guest Pass email?
What do I do if I’m having problems connecting to Keep&Share?
What if I cannot verify my phone number to receive text messages?
View all 9
Advanced
Advanced Topics
3
Using URL Links to Keep&Share Pages
Adding your Keep&Share applications to other websites
What is HTTPS Encryption?
Bookmarks
Getting Started
9
What are “Bookmarks?”
How do I organize Bookmarks?
How can I copy a Bookmark?
How can I move a Bookmark?
How do I use gold stars in my Bookmarks?
View all 9
Creating/Editing Bookmarks
6
How do I create a Bookmark?
How do I edit a Bookmark?
How can I change the name of my Bookmark?
How do I Bookmark Keep&Share applications?
How can I change my Bookmark labels?
View all 6
Importing/Exporting Bookmarks
2
How do I import Bookmarks?
How do I export Bookmarks?
Sharing Bookmarks
5
How can I share an individual Bookmark?
Can I share multiple Bookmarks all at once, in bulk?
How do I create a link to my Bookmark?
How do I create a link to a Bookmark Folder?
How do I embed Bookmarks in my website?
How-To Videos
Getting Started
4
Video: Use the Support Portal to get Quick Answers
Video: Calendar Tutorials
Video: Configure Your Account
Video: Using the Navigator
Calendars — Working with Events
7
Video: How do I create a new event on my calendar?
Video: Add ‘Day Notes’ to your calendar
Video: ‘Drag-n-Drop’ appointment scheduling
Video: Repeating events
Video: Color-code with event tags
View all 7
Calendars — Working with Multiple Calendars & Apps
5
Video: How to create additional calendars
Video: Combine calendars with calendar overlays
Video: Compare schedules with Side-by-Side view
Video: How to setup Side-by-Side view
Video: How to view your Calendar side-by-side with To Do Lists and Addresses
Calendars — Customize, Share & Publish your Calendar
2
Video: Share Calendars So Others Can View & Edit
Video: Publish your Calendar on a Website
Calendars — “Self-Book”
3
Video: How can visitors book events on my calendar?
Video: What kinds of signup options are available with my calendar?
Video: How to add a “Hosted Button ID” from PayPal
Mobile Keep&Share
1
Video: Mobile KeepShare for Smart Phones
Address Books
3
Video: Address Book Features Overview
Video: How do I import addresses?
Video: How do I customize the display of addresses on the screen?
To Do Lists
9
Video: How do I create & manage tasks in a To Do list?
Video: Can I see my to do list in my calendar? (Yes!)
Video: How do I filter my list to show only certain tasks?
Video: How do I mark and manage finished To Dos?
Video: How do I set start and due dates for a To Do task?
View all 9
Team Plans: Admin Console
1
Video: Team Console: Create & Manage All Team Accounts
Dashboard
2
Video: How to Use Your Dashboard
Video: Message Coworkers & Friends inside Keep&Share
Files
1
Video: Host PDF Files
