Share & Collaboration

1. What is this feature for?

This feature suite is designed to empower business professionals and operations managers to:

Share Meeting Minutes: Quickly send summaries or transcripts to partners and clients—no NoteX account required on their end.
Organize Data: Systematize hundreds of call notes and market research into logical folders categorized by project or client.
Streamline Team Management: Centralize data to give managers a visual overview of Sales and Ops performance and progress.

Create New Folder: In the left sidebar or the top-right corner of the dashboard, select Create New Folder. Name your folder and hit Create.
Edit/Delete: Hover over a folder and click the Pencil icon to rename it or the Trash icon to delete it.
Move Notes: Simply drag and drop notes or use the "Move" button to organize them into the appropriate project folders.

Step 1: Open the note you wish to share.
Step 2: Click the Share icon (arrow) in the top-right corner.
Step 3: Toggle Public mode on.
Step 4: Customize privacy settings:
- Select Tabs: Choose which sections you want the recipient to see (e.g., show only the Summary and Mindmap while hiding the Transcript).
- Add Password: Enable password protection for sensitive content.
Step 5: Copy the link and send it to your partner.

The Team Management feature allows Admins to manage member lists, assign permissions, and invite new users to the organization.

To manage your team:

Log in to your account.
Click your Profile/Avatar and select Settings.
Select Team Management from the left sidebar.
Here, you can view your seat count (e.g., 8/15) and a detailed member list including Email, Status, and Role.

To add new users:

Click the + Invite Members button at the top of the list.
In the pop-up window, enter the following:
- Email: Enter the invitee's email address (the system will suggest your company domain, e.g., @company.com).
- Role: Assign a role (defaults to Member).
Click Invite to send the invitation.

The system currently supports two main roles:

Admin: Full management rights, including inviting, editing roles, and removing members.
Member: Access to shared team resources without administrative privileges.

To change an existing member's role, click the Edit (Pencil) icon on their respective row.

Search: Use the Search bar in the top-right to quickly find members by email.
Status: * Access: The member has activated their account and has full access.
- Pending: The invite has been sent but the user has not yet confirmed.
Remove Members: To remove someone from the team, click the Red Trash icon. The system will ask for confirmation before finalizing the deletion.

Note: Please keep an eye on your plan's Total Member limit to ensure you have available seats before sending new invites.

A: No. Once Public mode is enabled, anyone with the link (and the password, if applicable) can view the content you’ve selected.

A: No. Your notes will be moved back to "All Notes," ensuring your data remains safe.

A: You can easily monitor sharing status via the Public (Green) or Private (Gray) labels visible in the note list or note details.

If you need further assistance, please reach out to us:

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