Editing a file note

Edit any File Note at any time using the built-in rich text editor. Every save creates a new version so you can always return to an earlier draft.

Steps

1. Open the meeting from your dashboard
2. In the right panel, select the File Note tab you want to edit
3. Click into the content area and make your changes
4. Click Save when done

If you have unsaved changes and switch to a different File Note tab, Prospo will prompt you to save or discard before continuing.

Pasting from Microsoft Word preserves most formatting automatically.

Renaming a File Note

Tab labels default to "File Note 1", "File Note 2", and so on. To rename a tab, click its label, type a new name, and save.

Deleting a File Note

Click the × on a tab to delete that File Note. Deleted File Notes are moved to the Recycle Bin and can be recovered within 90 days.

Version history

Every time you save a File Note, Prospo stores the previous version. To view or restore an earlier version, click the Version History icon in the File Note panel. See Viewing file note version history.

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