Notate PDF for Citrix26.0.2

NOTATE PDF - THE SECURE MOBILE WORKSPACE FOR REGULATED TEAMS

IMPORTANT NOTE:
Notate is designed for enterprise deployment via Citrix XenMobile MDM, or MAM platforms. The app will not function without backend configuration by your organization.

WHY NOTATE PDF?

Edit and Annotate Securely - Online or Offline
Work with PDFs and Microsoft Office files using advanced editing, annotation, and collaboration tools - all within a fully managed, secure mobile workspace.

Built for Enterprise Workflows
Seamlessly access, edit, and organize files from Exchange, Teams, SharePoint, SMB, and more. Notate is used by leading organizations in finance, healthcare, and government.

Secure by Design
All data remains encrypted and contained within your corporate network. No third-party cloud. No data leakage. Full support for XenMobile security policies.

KEY FEATURES
. Edit PDFs and Office Documents
Modify text, add comments, split or merge pages, and redact sensitive data. Create new documents or annotate existing ones in one unified experience.
. Sign and Approve Documents
Add legally binding digital signatures to contracts, forms, and compliance documents.
. Collaborate in Context
Share annotated documents and use threaded comments for feedback. Eliminate the back-and-forth of scattered reviews.
. Scan, Search, and Capture
Digitize paper documents with OCR scanning. Convert to searchable PDFs and attach to secure repositories or email.
. Take Notes Your Way
Handwrite, type, or draw with full Apple Pencil support. Organize content with rich formatting, embedded media, and folders.
. Deploy with Confidence
Direct integration with BlackBerry UEM enforces security, compliance, and access policies - ensuring data containment and enterprise control.

TRUSTED ACROSS INDUSTRIES
. 8 of the top 20 global banks
. Top-tier insurance providers
. Multibillion-dollar healthcare networks
. Government and public sector agencies

EXPERIENCE THE FUTURE OF SECURE MOBILE PRODUCTIVITY

Download Notate PDF and empower your mobile teams to collaborate with confidence - no matter where they work.

Version History Notate 2026: All your files. One workspace.

The largest release in Notate's history. Everything you work with now lives in one place, under the same IT controls your organization already has.

ONE FILE MANAGER FOR EVERYTHING
Browse, open, and edit files from every source in a single place: Notate Drive, OneDrive, SharePoint, Teams, ShareFile, network (SMB) shares, and email attachments. Move and copy files between them.

BUILT FOR MICROSOFT 365
SharePoint Embedded support brings noticeably faster syncing and a private document workspace that lives inside your own Microsoft tenant, governed by your existing Purview retention, DLP, and compliance policies. Your IT team keeps the same controls it has today.

SEARCH ACROSS ALL YOUR DRIVES
Search a folder, a drive, or everything at once, with matching text snippets displayed right in the results.

AI ASSISTANT
Ask questions about a document, summarize long PDFs, turn meeting audio into structured notes, and get help writing, transcribing, and cleaning up handwritten notes. The assistant runs inside your organization's own Microsoft environment, so your documents and prompts never leave your tenant. Available where enabled by your organization.

SHARING
Share notes and folders with colleagues, see what's been shared with you, and get an unread badge in the sidebar when something new arrives.

COMPARE VERSIONS (iPad)
View a previous version of a PDF alongside the current one and restore it with a tap.

EMAIL WITHOUT THE ROUND TRIP
Open an attachment, mark it up, and reply with the updated file without ever leaving Notate.

OFFICE DOCUMENTS
Open and edit Word, Excel, and PowerPoint files in Microsoft Office or with the built-in Notate Office editor.

TEMPLATES
Start a new note, PDF, or Office document from the template gallery, or save any file as a template.

ALSO NEW
Favorites, Recents, and Offline. Star files and folders for quick access, jump back to recently opened documents, and mark items for offline use.
Multi-select. Select multiple files at once to move, copy, share, delete, or make them available offline.
Redesigned interface. A refreshed experience across the file manager, previewer, and Settings, including sortable column views on iPhone.
Accounts. A simpler account screen with per-account Reconnect and a single Sign Out that fully clears the device.
Network shares. Connect to SMB servers by name, sign in with Kerberos single sign-on, and confirm your setup with Test Connection.
Plus many fixes for sync reliability and performance. 26.0.2 Sep 23 Notate 2026: All your files. One workspace.

The largest release in Notate's history. Everything you work with now lives in one place, under the same IT controls your organization already has.

ONE FILE MANAGER FOR EVERYTHING
Browse, open, and edit files from every source in a single place: Notate Drive, OneDrive, SharePoint, Teams, ShareFile, network (SMB) shares, and email attachments. Move and copy files between them.

BUILT FOR MICROSOFT 365
SharePoint Embedded support brings noticeably faster syncing and a private document workspace that lives inside your own Microsoft tenant, governed by your existing Purview retention, DLP, and compliance policies. Your IT team keeps the same controls it has today.

SEARCH ACROSS ALL YOUR DRIVES
Search a folder, a drive, or everything at once, with matching text snippets displayed right in the results.

AI ASSISTANT
Ask questions about a document, summarize long PDFs, turn meeting audio into structured notes, and get help writing, transcribing, and cleaning up handwritten notes. The assistant runs inside your organization's own Microsoft environment, so your documents and prompts never leave your tenant. Available where enabled by your organization.

SHARING
Share notes and folders with colleagues, see what's been shared with you, and get an unread badge in the sidebar when something new arrives.

COMPARE VERSIONS (iPad)
View a previous version of a PDF alongside the current one and restore it with a tap.

EMAIL WITHOUT THE ROUND TRIP
Open an attachment, mark it up, and reply with the updated file without ever leaving Notate.

OFFICE DOCUMENTS
Open and edit Word, Excel, and PowerPoint files in Microsoft Office or with the built-in Notate Office editor.

TEMPLATES
Start a new note, PDF, or Office document from the template gallery, or save any file as a template.

ALSO NEW
Favorites, Recents, and Offline. Star files and folders for quick access, jump back to recently opened documents, and mark items for offline use.
Multi-select. Select multiple files at once to move, copy, share, delete, or make them available offline.
Redesigned interface. A refreshed experience across the file manager, previewer, and Settings, including sortable column views on iPhone.
Accounts. A simpler account screen with per-account Reconnect and a single Sign Out that fully clears the device.
Network shares. Connect to SMB servers by name, sign in with Kerberos single sign-on, and confirm your setup with Test Connection.
Plus many fixes for sync reliability and performance. 26.0.1 Sep 18 • Fixed Kerberos SMB connections by ensuring the app uses tunneled DNS.
• NEW: SMB wizard displays errors and creates logs.
• NEW: View and edit Excel comments. Creating comments is not yet supported.
• Fixed possible corruption of incoming documents. 8.3.7 Aug 14 Improved support for SMB connections with KCD authentication and enhanced logging. 8.3.4 Jul 2 Updated to the most recent version of the Citrix MAM SDK for improved security and compliance.
Fixes an error where Notate and Secure Mail were not able to communicate. 8.3.3 11/22/2025 This version restores reliable Citrix MAM support and fixes issues affecting ShareFile connectivity and app stability. We’ve temporarily rolled back to an earlier SDK version while Citrix addresses the recent platform issues. 8.3.2 10/17/2025 We’ve made Notate even better in this update:
• SMB support – Seamlessly connect to your organization’s file shares for easy access and editing
• iOS 26 compatibility – Fully optimized to take advantage of the latest iOS improvements
• Latest Citrix SDK – Enhanced security and management for enterprise users with the newest Citrix MAM SDK integration

As always, we’ve also made performance improvements and fixed minor bugs to keep your experience smooth. 8.3.1 10/11/2025 Improves connections to ShareFile on-prem storage zone controllers
Fixes connectivity issues over mVPN 8.2.7 06/24/2025 - Multiple connectors for ShareFile now supported
- FIX: PDF documents are now positioned below toolbars
- Added multiple language support when scanning business cards 8.2.6 05/15/2025 This release includes on-prem Sharefile support, the ability to create folders and upload files feature as well as performance and quality improvements. 8.2.4 02/25/2025 Now supports:
Secure PDF Redaction, 
Full PDF Content Editing (Edit a PDF just like it was a Word document!) 8.1.1 09/13/2024 Adds support for editing Microsoft Office documents: Word, Excel, & PowerPoint
New support for Citrix ShareFile -- easily edit and save documents from your ShareFile account 8.0.0 03/26/2024 iOS17 support, updated to the latest Citrix MAM SDK 7.5.0 10/17/2023 - Improvements to PDF editing engine
- Improvements to business card scanning recognition
- Fixed card scanning image rotation 7.4.9 08/15/2023 Fixed crashing bug.
Improvements to card scanning. 7.4.8 08/04/2023 Bug fixes and enhancements 7.4.2 12/19/2022 Citrix MAM SDK support
Microsoft OneDrive now supported
Documents can be opened, edited and saved to OneDrive
OneDrive documents can be saved as notes
“Open In” is now back at the top level on the toolbar
Improved PDF support
Microsoft MSAL library updated
Support for Azure Conditional Access
Added support for Hybrid Modern Authentication 7.3.6 05/18/2022 Updated Citrix SDK
iOS 15 Support
Added templates for creating blank PDF notes
Email attachments now sync much more quickly
Fixed problem editing password protected PDF files
Added warnings for users if sync hasn’t been working for more than 24 hours
Updated Modern Auth to Exchange 365
Added ability to rename PDF files directly from editor
Minor bug fixes 7.2 10/15/2021 Major improvements in document scanning capabilities!
- Scan documents in color, grayscale or black & white
- High definition pages stored into PDFs
- Improvements in automatic page detection
Includes Citrix XenMobile SDK v. 21.3.0 with iOS 14.5 support 7.0.1 04/15/2021 Apple Pencil Handwriting to Text support
iOS 14 support 6.9.2 09/25/2020 - Integration with Citrix MDX SDK supporting native platform encryption
- NEW improved business card scanning and contact management
- View contacts by company.
- Share personal contact vCard with others 6.9 07/30/2020 Minor bug fixes 6.7.2 06/23/2020 - Improved user interface
- Bug fixes 6.7.1 12/31/2019 Bug fix release:
- fixed issue where some flagged emails were not showing up under flagged items
- fixed issue where annotations were not getting saved in PDFs under certain circumstances
- password protected documents now save properly
- manages password changes for Exchange OAuth accounts now
- flagged items now show up even when under email subfolders
- fixed issue where PDFs were sometimes getting corrupted after much annotation 6.5.3 07/13/2019 Scan business cards into Outlook contacts
Full PDF editor
Meeting collaboration tool
View and edit email attachments
U/I Improvements 6.5.0 05/28/2019