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Sharing with Team Members

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Share Dialog

  1. Click the Share button on any meeting row or detail page
  2. The Share dialog opens with options:
FieldDescription
Share withSelect a team member by name/email, or choose a team
PermissionView or Edit
Conditions(For folder sharing) Keyword filter to auto-share matching meetings

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Current Access

The dialog shows a list of everyone who currently has access, with the ability to remove access.
Alex’s screenshot note: Take a screenshot of the Share dialog showing the user search field, permission dropdown, and current access list.
For sharing with people outside your organization:
1

Open Share Links

On the meeting detail page, click the Share Links button (link icon).
2

Create a link

Configure the share link:
  • Label — A name for this link (e.g., “For client review”)
  • Visible sections — Choose which sections to include: Summary, Action Items, Decisions, Risks, Transcript
  • Expiry — Never, 24 hours, 7 days, or 30 days
  • Password — Optional password protection
3

Copy and share

Click Create Link. The link is generated and can be copied to share via email or chat.
Active share links are listed in the dialog with:
  • Link URL (click to copy)
  • Revoke button to disable the link
Alex’s screenshot note: Take a screenshot of the Share Links dialog showing the creation form with section toggles (Summary, Action Items, Decisions, Risks, Transcript) and expiry dropdown.
Use share links with limited sections (e.g., Summary + Action Items only) to share meeting outcomes with clients without exposing the full transcript.