Do you want to efficiently share your observations and feedback on a website with your clients or service providers? Discover how to use Kalinotes to create, organize and share your notes professionally.
π Step 1: Create your notes with the extension
The process of creating notes with Kalinotes is simple and intuitive. Here are the detailed steps to capture your feedback on any web page:
π§ Installing and opening the extension
Before starting, make sure you have installed the Kalinotes extension on your browser (Chrome, Firefox or Edge). Once installed, the Kalinotes icon appears in your toolbar.
- Navigate to the web page you want to annotate
- Click on the Kalinotes extension icon in your toolbar
- Log in to your Kalinotes account if not already done
π Create or select a project
Project organization is essential to manage your notes effectively. A project can represent a client, a specific website, or a development sprint.
π‘ Tip: Create a dedicated project for each client or website. This will make sharing all related feedback easier later.
- Create a new project by clicking on "New project" or select an existing project from the dropdown list
- Give a clear name to the project (e.g., "Client ABC Website Redesign", "Homepage Corrections")
βοΈ Add a detailed note
Now that your project is ready, you can create your first note. Kalinotes automatically captures important contextual information.
- Click on "Add a note" in the extension interface
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Enter a descriptive title for your note
Example: "Change CTA button text", "Fix header color" -
Select a page element (optional but recommended)
π― Hover your mouse over the page and click on the concerned element to highlight it. Kalinotes will record its exact position. -
Add your detailed comment in the memo field
Be specific: describe what needs to be changed and why -
Create or select a category to organize your notes
Example categories: "Design", "Content", "Bugs", "Improvements", "Urgent"
β¨ Best practices for your notes
- Concise title: Use short, descriptive titles (5-8 words max)
- Detailed comment: Clearly explain what needs to be changed
- Consistent categories: Use the same categories to facilitate sorting
- Precise captures: Always select the concerned element for clear visual context
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Click on "Save" to save your note
πΈ A screenshot of the page is automatically created and associated with your note!
π Step 2: Share your feedback from the client area
Once your notes are created, you can share them in several ways from the Kalinotes client area. Log in to app.kalinotes.com to access all sharing options.
π Option 1: Generate and send a report by email
The PDF report is ideal for sharing a complete set of feedback professionally.
- Log in to your client area Kalinotes
- Select the project containing the notes to share
- Click on "Generate a report"
- Choose the notes to include in the report (all or a selection)
- Select filtering options (by category, by date, by status)
- Generate the PDF which will contain all your notes with their screenshots
- Download the report and send it by email to your recipients
π The PDF report includes:
- All selected notes with their titles and comments
- Screenshots of each annotated page
- The exact URL of each page
- Categories and creation dates
- A professional and clear presentation
π Option 2: Create a sharing link
The sharing link allows your service providers or clients to directly access your notes online, with an interactive interface.
- From your client area, open the project to share
- Click on "Share the project" or "Create a sharing link"
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Configure permissions:
- Read-only (your collaborators can view but not modify)
- Read and write (they can add responses or mark notes as resolved)
- Generate the sharing link unique and secure
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Copy the link and communicate it to your service provider or client
By email, Slack, Teams, or any other communication channel
π Security and control
- Secure links: Each sharing link is unique and encrypted
- Revocation possible: You can disable a link at any time
- Access control: Define who can view and modify your notes
- Optional expiration: Set an expiration date for the link
π₯ Benefits of sharing with Kalinotes
Using Kalinotes to share your feedback offers many advantages over traditional methods (emails, Word documents, annotations on screenshots...).
- Perfect visual context - Each feedback is accompanied by a screenshot of the page, eliminating any ambiguity
- Clear organization - Notes are classified by project and category, facilitating navigation
- Automatic URLs - No need to copy-paste links, they are automatically recorded
- Real-time collaboration - Your service providers can mark tasks as completed as they go
- Easy tracking - See at a glance which feedback has been addressed
- Time-saving - No more back and forth to clarify a vague request
- Professionalism - Present your feedback in a structured and clear manner
πΌ Typical use cases
π¨ For web agencies
Share client feedback on mockups and prototypes. Create a project per client, add all feedback, then generate a PDF report for validation or create a sharing link so the client can track the progress of corrections.
π» For freelance developers
Document bugs and improvement requests from your clients. Organize by categories (Bugs, Features, Design) and share a link so the client can see progress in real time.
π’ For marketing teams
Centralize team feedback on landing pages and campaigns. Each member can add their feedback, then the project manager generates a consolidated report for the external agency.
π For translators
Annotate pages to be translated with your questions and proposals. Share the link with the client to get their validations directly on the proposed wordings.
π― Conclusion
Kalinotes transforms the way you share your feedback on websites. In a few clicks, create precise and contextual notes, organize them by project and category, then share them easily via PDF report or interactive link. No more long email chains with scattered screenshots: with Kalinotes, everything is centralized, clear and professional!
π Ready to get started?
Create your free account and start sharing your feedback today!