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How to Share a Note in Zeplyn

Sharing a note in Zeplyn allows your teammates to view and edit meeting summaries as needed. Follow these steps:

Tessa Erickson avatar
Written by Tessa Erickson
Updated over 5 months ago
  1. Open the Meeting Note

    • Once a meeting has been processed, navigate to the note you want to share.

  2. Click "Share Note"

    • In the upper right-hand corner, click the "Share Note" button.

  3. Select a Teammate

    • Choose the teammate you want to share the note with.

    • Note: The teammate must be a Zeplyn user within your company.

  4. Click "Share"

    • Once selected, click the "Share" button to grant them access.

Your teammate will now be able to view, edit, and DELETE any note you have shared with them.

For additional questions, please reach out to support@zeplyn.ai.

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