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Share a conversation

  • Updated

You can share conversations with others or a Channel. You and the people you share a conversation with can view and even work on your conversation. If you allow others or a Channel to edit, they can make changes, add comments, insert images, and highlight text to the transcript.

Share a conversation with others

  1. Click the menu in the top left and click My Conversations.
  2. Click the conversation you want to share.
  3. Click Share in the top right.
  4. Enter the name or email you want to share with.
    share_popup.png

    Note: If you share with an email address that isn't an Otter account, they will need to create an account before being able to view the transcript.

  5. Click the drop-down on the right to edit the permissions:
  6. By default, Viewers will be able to export the transcript. Click the gear icon in the bottom right of the popup to change the export settings.
    viewer_export_gear_option.png

  7. Deselect the checkbox to remove the export option for Viewers.
    viewer_export_checkbox.png
    Note: This setting also applies to public links as well as privately shared speeches.

  8. Click Share.
    sharing_gif_1_4.gif

Create a public link

You can create a public link to allow other people to view your transcripts.

  1. Click the 'Restricted' dropdown.
    Restricted.png
  2. You will have two permission options to select from:
  3. You can set the permission on the right side above the gear icon.
  4. Click Copy link to share the URL. 
    Screen_Shot_2022-06-17_at_1.30.18_PM.png

Share a conversation with a Channel

  1. Click the menu in the top left and click My Conversations.
  2. Click the conversation you want to share.
  3. Click Share in the top right.
  4. In the text field box, type the Channel name you want to share with.
    Searching_Group.gif

    Or click on the Channels tab to browse your existing Channels.
    Finding_Group.gif
  5. Click the Collaborator drop-down on the right side to edit the permissions:
  6. Click Send.
    click_send.png

Note: Sharing a conversation with one or more people will create a Channel or direct message (DM) between everyone.

Share multiple conversations

  1. Sign in to Otter.
  2. Click the menu in the top left and click My Conversations.
  3. Select each conversation you want to share. In the mobile app, tap article-black-24dp.svg next to each conversation.
  4. Click Share person_add-black-24dp.svg.
  5. Enter the name, email, or Channel you want to share with.

    Note: If you share with an email address that isn't an Otter account, they can only view the conversation until they create an Otter account.
  6. Click Can Edit to edit the permissions, and then click Can view, Can comment, or Can edit. In the mobile app, tap create-black-24dp.svg. Learn about the sharing permissions.
  7. Click Share. In the mobile app, tap Send.

Mobile_-_Share_multiple_convos.png

Share a public link to a conversation

You can send other people a public link to your conversation so anyone with the link can use it. When you share a link to a conversation, your name will not be visible as the owner of the conversation.

  1. Sign in to Otter.
  2. Click the menu in the top left and click My Conversations.
  3. Click the conversation you want to share.
  4. Click Share person_add-black-24dp.svg.
  5. Click the Create a link link. In the mobile app, tap Link sharing.
  6. Click Copy link.
  7. Copy and paste the link in an email or any place you want to share it.

Share a conversation snippet

You can share a snippet within a conversation instead of the entire conversation.

warning-black-24dp.svg Warning: When you create a shared link to a conversation snippet, you cannot restrict or revoke the link. 

  1. Sign in to Otter.
  2. Click the menu in the top left and click My Conversations.
  3. Click the conversation you want to share.
  4. Highlight the text you want to share. In the toolbar, click Share share_black_24dp.svg.
    share.gif
  5. Click link_black_24dp.svg to copy the share link to your clipboard.
  6. Paste the link in an email or any place you want to share it.

Choose the sharing permissions

When you share a conversation with someone or a Channel, you can choose what they can do with it. Read our Choose Who You Share With article for more information.

  • Collaborator:
    • Users can edit, view, playback, and export the transcript
    • Users can edit, add, and view Takeaways
  • Viewer:
    • Can only view and playback conversation
    • Cannot edit, add, or view Takeaways
    • Export option only available if toggled on by the transcript owner
      Note: This setting also applies to public links as well as privately shared speeches

When you create a link for your transcript, you can limit access to your specific workspace or allow anyone to view it. 

  • Anyone in your workspace:
    • Users in your workspace will be able to access the link
    • You can edit the permission to Collaborator or Viewer
    • To review the users in your workspace, navigate to My Team 
  • Anyone with the link:
    • Anyone with the link can view and playback the transcript without signing in
    • Anyone with the link can also see any highlights or inline images, but not see any Takeaways, nor add any new Takeaways

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