How to Share Content from Your Notebook

Sharing content from your Notebook helps you to connect with your colleagues and share the content and insights most relevant to your work.

>>> This article is for Everyone.

To share key insights from your Notebook you have two options - share from a list or share from a collection.

To share from a list:

  1. Go to your Notebook
  2. Find the list with the item you want to share
  3. Click on the Three Dot Icon in the bottom right corner of the content card
  4. Select "Share"

A new window will pop up where you can select a person or group to share with. 

  1. Start typing the name of the person or group who you want to share with
  2. Click on the name
  3. Enter a message, if desired
  4. Click the "Share" button

The selected users will receive an automatic notification that content has been shared with them. The content will be saved to their "Shared with Me" collection.

 

Notebook_How to Share Notebook Content_option 1.gif 

Option 2 – Sharing from a Collection 

  1. Click on the name of the collection in the Notebook overview on the left-hand of your screen
  2. Hover your mouse over the far right-hand side of the selected row

A Three-dot Icon will appear.

  1. Click on the Three-dot Icon
  2. Select "Share"

A new window will pop up where you can select a person or group to share with. 

  1. Start typing the name of the person or group who you want to share with
  2. Click on the name
  3. Enter a message, if desired
  4. Click the "Share" button

Your colleagues will receive a notification letting them know you have shared the content. The content will be saved to their "Shared with Me" collection.

 

Notebook_How to Share Notebook Content_option 2.gif 

 

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