Cogram User Guide
  • Overview
  • Quickstart
  • Guides
    • Signing Up and Signing In
    • Configuring your Cogram account
    • Creating a contact for your Notetaker
    • Connecting your calendar
    • Virtual Meetings
    • In-Person Meetings and Field Reports
    • Downloading, Sharing, and Templates
    • Emails
    • Assistant
    • Projects
    • Getting Help
    • Privacy and Confidentiality
  • Settings
    • Renaming your Notetaker
    • Transcription Language
    • Templates
    • Two-Factor Authentication (2FA)
    • Changing your password or email
    • Cogram for Zoom
    • Custom Insights
      • Summary and Next Steps
      • Follow-Up Email
      • Board Meeting Minutes
      • Summary Translation
  • Administration
    • Subscription and Billing
    • Authorizing Calendar Integration
    • Enabling Cogram to join Zoom meetings
    • Single Sign-On (SSO)
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On this page
  • Template Download
  • Share
  • Sharing via Email
  • Export

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  1. Guides

Downloading, Sharing, and Templates

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

PreviousIn-Person Meetings and Field ReportsNextEmails

Last updated 4 months ago

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From your 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. Cogram provides a default template with standard formatting.

Your organization's Cogram administrators may have provisioned custom templates for meeting minutes or field reports in Cogram.

If you would like to add custom templates or would like to change the style, format, or components in an existing template, head to Templates.


Share

Click the "Share" button at the top right to generate a unique sharing link. Anyone can use this link to view a read-only version of the page of your meeting, which excludes your own, manually written notes.

Sharing via Email

After every meeting you complete with Cogram, your notetaker will send you a follow-up email that includes the meeting summary and notes.

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

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 .

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. Cogram will apply basic formatting in the style of a meeting write-up, and will automatically preface the import with the meeting overview.

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