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How to edit a meeting?

Event editing allows notaries to modify meeting details (time, location, attendees, title) in Nora.Legal Agenda

Written by Magali @Nora
Updated over 5 months ago

Step-by-step instructions

  1. Navigate to Agenda calendar view

  2. Click the event you want to edit

  3. Event details panel or modal opens

  4. Click "Edit" button (or pencil icon)

  5. Modify event details:

    • Change title (e.g., fix typo, add client name)

    • Adjust date (drag event to new date or select from picker)

    • Change time (drag to new time slot or edit start/end times)

    • Update location (Office → Online, or change address)

    • Add/remove attendees (add new email or delete existing attendee)

    • Modify meeting link (update Zoom URL)

    • Edit notes (add agenda items)

  6. Click "Save" or "Update"

  7. All attendees receive update notification email from Google/Microsoft

  8. Updated event visible in Nora.Legal and external calendar

Practical example

Client Marie Dumont calls notary Thomas Mercier to reschedule her property deed signing from 14:00 to 15:00 tomorrow due to a conflict. Thomas opens the event in Nora.Legal Agenda, clicks Edit, changes start time from 14:00 to 15:00 (end time auto-adjusts to 16:00), saves. The local Nora.Legal calendar updates immediately showing the new time. Within 3 seconds, the change pushes to his Google Calendar automatically. Marie receives an update notification email from Google Calendar: "Event time changed: Property Deed Signing - Dumont" with the new time 15:00–16:00. The reschedule is complete in 30 seconds without Thomas needing to manually update Google Calendar or send separate notifications.

Notes and limitations

  • Local-first: Nora.Legal calendar always updates first (even if external sync fails)

  • Last write wins: No conflict resolution – if you edit in both places simultaneously, last save overwrites

  • Sync timing: External push happens immediately on save (not batched or delayed)

  • Attendee notifications: External calendar (Google/Microsoft) handles sending update emails, not Nora.Legal

  • No edit history: No version history or audit trail of changes

  • Partial updates supported: Can edit just time without changing other fields

FAQ

Q: Will attendees be notified automatically when I change meeting time or details?


A: Yes, if the event is synced to Google Calendar or Microsoft Outlook. When you save changes in Nora.Legal, they push to the external calendar, which automatically sends update notification emails to all attendees informing them of the change (time, location, title, etc.). If the event is local-only (not synced to external calendar), Nora.Legal does not send notifications – you must manually inform attendees.

Q: What if sync fails – will my changes be lost?


A: No, your changes are always saved locally in Nora.Legal first (local is authoritative). If external sync to Google/Microsoft fails (e.g., due to expired OAuth token or network error), the event still updates in Nora.Legal with sync_status set to 'failed'. You can retry the sync later from event details, or manually update the external calendar as a fallback.

Q: Can I edit recurring events to change just one instance or must I edit the whole series?


A: Currently, recurring events are edited as whole series – editing one occurrence modifies all future occurrences. Individual instance editing is not supported. If you need to change just one instance, your options are: (1) delete the recurring event and create individual events, or (2) edit in Google/Microsoft Calendar directly (which supports instance editing) and let changes sync back to Nora.Legal.

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