Vinyl makes it easy to keep your whole team in the loop. If you’re using practice management software or just want to copy notes into SharePoint, you have flexible options.
Team Access In Vinyl
When your team members are added to Vinyl, they can access meeting summaries linked to shared client records, no need to download anything manually.
To share a meeting manually, go to Recordings on your Vinyl dashboard. Choose the meeting you want to share.
Click the three dots (...) next to the meeting title, then select Share Meeting.
Copy And Save Manually
If you need to save a version of the summary outside Vinyl.
Again, go to Recordings on your Vinyl dashboard. Choose the meeting you want to share.
Click Copy next to the Overview heading. Click it to copy the full summary.
Paste it wherever you need, Google Dics, SharePoint, internal notes, client files, or elsewhere.
By setting up team access or using Vinyl’s flexible sharing options, you can make sure everyone stays on the same page without extra admin.