After a meeting, you can download a polished PDF of the summary directly from the meeting page. It carries your firm's logo, name and colours, so it's ready to send to a client, attach to a file note, or store for compliance, without copying and pasting anything.
How to download
Open the Recordings tab from the left-hand menu.
Click on the meeting you want to download the summary for.
On the Insights tab, click the three dots and choose Download as PDF.
The button shows it's working while Vinyl prepares your PDF, then it downloads to your device.
Add your firm's branding
The PDF uses the branding saved under Settings › Firm › Brand:
Logo, firm name and primary colour all appear in the PDF header and styling.
If you've added a firm name but no logo yet, your firm name appears in the header instead.
If nothing has been set up yet, the PDF uses your team name and Vinyl's default colour, so it still downloads perfectly.
Vinyl appears only as a small "Made with Vinyl" line at the bottom, so the document looks like it came from your firm.
What's included in the PDF
A header with the meeting title, client, date, duration and attendees, plus a link back to the meeting in Vinyl.
Your latest summary. If you've edited the summary, the PDF shows your edits, not the original version.
Clean formatting. Tables show as proper tables and bold text comes through as bold, so detailed summaries read nicely.
Searchable text. Every word can be selected and searched, which also means tools like SharePoint Search and Copilot can find it.
Filing to SharePoint
If your firm has connected SharePoint, this same branded PDF is what Vinyl files into your client folders, so there's one consistent document everywhere. See Connect SharePoint and file meeting summaries automatically for more.
When to use it
The PDF download is useful any time you need to share or store something from the meeting outside of Vinyl:
Attaching a summary or action item list to a client email
Saving a record into your practice management system or client file
Storing for compliance or audit purposes
Sharing with a colleague or stakeholder who doesn't have a Vinyl account
Send directly by email
To send a Studio output straight from Vinyl through your connected Gmail or Outlook account, see One-click actions on the Meeting Summary page and the Email Integration Overview.
Tips
Studio outputs, like an engagement letter or proposal draft, can be downloaded as a PDF too.
If you'd rather copy the content than download it, choose Copy all in the same three-dots menu on the Insights tab.
If the PDF can't be created for some reason, you'll see a message with a retry option. Give it another go, and if it still doesn't work, chat with us below.
It's always worth a quick review before sharing with a client. Vinyl works from the transcript, and your judgement on accuracy and completeness still applies.
Need help? Chat with us below.