🎯 Goal of this page

This page explains how to share a meeting, send a report to others, use mailing lists, and export your documents in PDF or Word format.

You will learn:

• how to send a meeting to recipients,

• how to use or create a mailing list,

• how to export your report and transcript,

• how to quickly copy the summary to share elsewhere.

✉️ 1. Share a meeting

1.1. What is meeting sharing?

Sharing a meeting allows you to send:

• the report,

• the transcript,

• and the information associated with one or more people of your choice.

The recipients receive everything directly via email.

1.2. What is it for?

• To inform your colleagues without them having attended the meeting

• To circulate important decisions or actions

• To send reports regularly to your team

1.3. How to share a meeting?

1. Open the meeting you want to share.

2. Click on Share the meeting.

1. In the Recipients area, select the people to whom you want to send the report.

2. Click on Edit to add or remove contacts.

1. Choose if you want to include the transcript in the send.

2. Click on Send (at the top right).

Once sent, each recipient receives:

• the report,

• the transcript if you have activated it.

👥 2. Manage recipients

2.1. Add a new recipient

You can add a contact directly from the sharing interface.

To add it:

1. Click on Edit in the Recipients section.

2. Click on Add a contact.

3. Fill in:

   • first name,

   • last name,

   • email.

4. Validate the addition.

The contact will then be available:

• in meeting sharing,

• in exports,

• in the general Contacts tab.

📧 3. Use mailing lists

3.1. Definition

A mailing list groups several recipients under a single label.

They allow you to send a report to a complete group with just one click.

3.2. What is it for?

• To save time

• To avoid selecting your colleagues one by one at every meeting

• Create groups: sales team, executive committee, clients, etc.

3.3. How to use a mailing list?

1. Open Share the meeting.

2. In the Mailing List section, search for an existing list.

3. Select it to apply it instantly.

Everyone on the list will receive the email.

📄 4. Export your meeting (PDF or Word)

4.1. What is export?

Export allows you to download:

• the report,

• the transcript (if you choose to include it).

Export is available in:

• PDF,

• DOCX (Word).

4.2. Export options

Before exporting, you can choose to include:

• the transcript,

• the timestamp,

• the speakers.

4.3. How to export a meeting?

1. Open the meeting.

2. Click on Export.

3. Choose the format (PDF or Word).

4. Check the desired options.

5. Click on Export.

The file downloads immediately.

📋 5. Quickly copy the report

5.1. What is it for?

Allows you to insert the meeting summary directly into:

• an email,

• a document,

• an internal chat,

• a note.

5.2. How to do it?

1. Open a meeting.

2. Click on the three small dots at the top right.

3. Select Copy to clipboard.

The report is immediately copied.

You can paste it wherever you want.

🔁 Summary of available actions (sharing & export)