Meetings

Scheduling a meeting

Selecting clients, contacts, and advisers

Scheduling a meeting from a client profile

Scheduling a meeting from a client profile

How Teams recordings are automatically imported

How Teams recordings are automatically imported

Manually importing a Teams recording

Manually importing a Teams recording

Viewing a meeting transcript

Viewing a meeting transcript

Editing a transcript

Editing a transcript

Exporting a transcript

Exporting a transcript

Understanding AI-generated meeting summaries

Understanding AI-generated meeting summaries

Creating a file note

Editing a file note

Viewing file note version history

Using file note templates