Create and manage folders
Folders in MeetRecord help you organize calls and call snippets, making it easier to find, review, and collaborate. Use folders to keep your calls accessible, share insights with your team, and streamline workflows.
Folder Libraries
Your Library:
- Includes folders you create or are shared with you.
- Ideal for private calls or content specific to certain teams or individuals.
- Saving calls here doesn’t change their access settings; public calls remain public.
Company Library:
- Contains folders relevant to all teams, often managed by company-wide teams (e.g., enablement).
- Useful for training, onboarding, and strategy materials.
Creating Folders
You can create folders either from the library or directly from a call. Folders display key details like the name, creator, number of calls, and internal views.
From the Library
- Navigate to Conversations > Library > Your Library or Conversations > Library > Company Library.
- Click New folder in the top-left panel or + beside an existing folder and select Folder.
- Name the folder and choose its destination folder.
- Click Create
Deleting and Archiving Folders
- Delete a Folder:
- Click the action menu and select Delete. Shared folders prompt a notification.
By organizing calls and snippets in MeetRecord folders, you can enhance collaboration, streamline workflows, and ensure quick access to key materials.