Downloading, Sharing, and Templates

Learn how to share, export, or download Cogram's meeting notes.

From your Meetings page, click on a meeting to open the page for that meeting.

Template Download

Click the "Download" button at the top right to download Cogram's meeting minutes into a Word (.docx) template. You get a default template with standard formatting out of the box.

Your organization's Cogram administrators may have provisioned custom templates for meeting minutes or field reports in Cogram. Field reports are downloaded the same way: open the report on the web and click Download to export it against a template. See Create a Field Report on Site.

To add a custom template or change an existing one's style, format, or components, see Templates.

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Share

Click the "Share" button at the top right to generate a unique sharing link. Anyone with the link can open a read-only version of the meeting page, which excludes your own manually written notes. Share it only with people you trust.

Automatic share-link emails to invitees

Organization admins can turn on share-link emails under Organization Settings > Meetings (the Minutes Sharing section). When enabled, Cogram emails a link to the draft meeting minutes to all calendar invitees who are members of your organization, as soon as the minutes are ready. Invitees receive a single email from Cogram, with the meeting host in Cc; replies go to the host. External invitees never receive these emails.

Unlike the link from the Share button, the emailed link is internal to your organization: recipients sign in to their Cogram account to open it, and only members of your organization can view it. Invitees can view the meeting even before it is filed to a project. Emailed links expire after 30 days; if a link has expired, ask the meeting host to share the meeting again.

Recipients can opt out under Account Settings > Notifications with the Shared meeting minutes setting. Revoking a meeting's share access (click Share, then Revoke link) invalidates the public share link and all previously emailed links for that meeting.

Sharing via Email

After every meeting, your notetaker emails you a follow-up with the summary and notes.

You can easily forward this email to other participants from the meeting.

Unless your organization has enabled share-link emails to invitees, Cogram never automatically emails other meeting participants.

If you would no longer like to receive Cogram's follow-up email, please send an email with the subject line "unsubscribe" to [e-mail].

Export

To export Cogram's transcript, notes, action items, or meeting summary, click "Export" at the top right. This will open a modal and allow you to select what to include in the export.

Click "Copy to Clipboard" to export, and paste into tools like Word, Email, or your Project Management platform to import. The pasted text keeps basic meeting write-up formatting and starts with the meeting overview.