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Sharing Notes

Introduction

RegLens® has the ability to manage notes/commentary as part of the Horizon Scanning process. Notes can be shared using a Shared Notepad.

Creating a Notepad

Everyone automatically has a personal Notepad but if you would like to share notes within a team you will need to create a Sharable Notepad that will be used to publish the notes between the members of a team.

You can create a Notepad by clicking on Notepads in the Top Menu. If you do not see this option, send an email to [email protected] and request the ability to create Notepads.

Top Menu - Notepad

Once you click you will be given the option to create a new Notepad.

Notepads Dropdown Menu

Click on Create Notepad which will open up the notepad creation page.

Create Notepad

Type in the name for the Notepad, a description and then click on the SAVE button.

Once the Notepad has been created, you can use it yourself anywhere you see the Notes Widget.

Sharing a Notepad

If you would like to share your Notes among users, you will need to have an authorization group set up that are enabled to view and contribute to the notes in the pad. Send the users you need in the group and the notepad number that needs to be shared.

Notepad Number

The number can be found at the end of the URL in your browser. In this case the Notepad number is 2.


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Last update: November 22, 2021
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