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Sharing your Meeting notes

How to set your meeting transcript and summary notes share settings and preferences.

Follow these steps to set share preferences for your Meetings.

  1. Navigate to Meetings on the side menu

  2. In your Upcoming Meetings feed you can select your share preferences by clicking the "Share" drop down selector for each meeting:

    1. Attendees Only: The transcript and summary report is only available to the meeting attendees within the Coworker App

    2. Requires Review: The transcript and summary report will default to 'Attendees only' until they're published. once published, they will be available to 'Anyone at Organization'

    3. Anyone at Organization: The transcript and summary report will be discoverable by all users at your org

When a meeting is set to "Attendees only"or "Requires review" and is not published, the summary reports will not be discoverable in the Meeting Notes feed.

ℹ For recurring meetings, the share preferences will apply to all future instances of the meeting as well

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