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Export, forward and duplicate notes

A note or page can leave the room as a document, travel to another room, or start a follow-up. You can download it as PDF, Word or plain text, convert it to Word or Google Docs and attach it to the room's files, forward it to another room, or duplicate it. The room's owner and the Editor who created a note can forward and duplicate it; anyone who can open it can export it.

How to export a note or page​

  1. Open the note and open its options menu (⋯), or select Export in a page's header.
  2. Under Export, choose:
    • PDF, Word (.doc) or Plain Text (.txt) to download a copy.
    • Word (.doc) - upload to room to convert it to Word and attach it to the room's Files.
    • Google Docs to create a Google Doc from it.
note

Google Docs appears when your company allows the Google Drive integration.

How to forward a note​

  1. Open the note's options menu and select Forward.
  2. Search for and select the room (or rooms) to forward it to.
  3. Confirm. A copy of the note is added to each selected room.

How to duplicate a note​

  1. Open the note's options menu and select Duplicate.
  2. A copy of the note appears in the same room, ready to edit.

How to set a reminder or request approval on a note​

  1. Open the note's options menu.
  2. Under Other actions, select Set reminder to be reminded about the note, or Request approval to send it to the room's approvers.
  3. While a request is pending, Cancel approval request takes it back.

See Reminders and Approvals.