Add and Manage Notes

The Prevail Sessions application allows you to take personal notes within the application itself during live Sessions. The Notes feature ensures you can record your notes without having to switch between Prevail and an external word processor, which creates distraction and risks missing critical details during proceedings. All notes are timestamped and appear in the Notes panel in chronological order according to when they were created.

You can add notes in the AI Speech Capture panel or the Notes panel. Use the AI Speech Capture panel to attach notes to one or more speaker segments. Notes added in the Notes panel are stand-alone and not attached to speaker segments. The Notes panel provides options to edit, export, share, and filter your notes. You can also expand the Notes panel into a separate browser tab for clearer viewing.

• View The AI Transcript and Notes Side-by-Side
• Add Notes
• Edit Notes
• Search and Filter Notes
• Export Notes
• Share Notes
  • Access Level Permissions
  • Share With Organizations
  • Share With Organization Members
  • Manage Access

View The AI Transcript and Notes Side-by-Side

Open the AI Speech Capture panel from the Notes panel to view both panels side-by-side. Both panels maintain full functionality when open together.

1. On the Session Toolbar, click the Notes icon.
2. In the Notes panel toolbar, click the AI Speech Capture icon.

   The AI Speech Capture panel opens, appearing to the left of the Notes panel.

Add Notes

Add notes in the Notes panel by typing into the text box. All notes are timestamped and appear in chronological order.

1. On the Session Toolbar, click the Notes icon.
2. In the Notes panel, in the Enter your note... box, type a note.
3. Click Save Note.

   The note appears in the Notes panel.

Edit Notes

Existing notes can be edited, deleted, or hidden using the panel options.

1. On the Session Toolbar, click the Notes icon.
2. In the Notes panel, locate the note you want to edit.
3. Click the Pencil icon.

   The note expands and editing options appear.

4. Edit the note.
5. Click Save.
6. Optional: To delete a note, click the Trashcan icon.
7. Optional: To hide a note, click the Eye icon.

   When you share notes, hidden notes appear for the recipient.

   The hidden note is minimized in your Notes panel.

Search and Filter Notes

Search notes by keyword or use the filter options to display only notes you added. You can also filter to reveal all notes or hidden notes.

1. On the Session Toolbar, click the Notes icon.
2. To search notes, in the Search Notes... box, type a search term.

   Matching results appear highlighted in yellow.

3. To filter notes...
   1. On the top toolbar, click the Funnel icon.
   2. In the list, select a filtering option.

Export Notes

Download a text file of your notes at any time before the Session ends.

1. On the Session Toolbar, click the Notes icon.
2. On the top toolbar, click the Download icon.

   The text file containing your notes is available from your Downloads folder.

Share Notes

Share notes with one or more of your Organizations or individual Organization members who are also active participants in the Session. When you share your notes, select an access level to set read and write permissions for users.

Access Level Permissions

Assign access level permissions to Organizations and Organization members for shared notes. Access levels assign specific read, write, and share permissions.

Share With Organizations

Share notes with all members of a selected Organization using the Share option. To share with more than one Organization, complete the procedure for each additional Organization. Once an Organization is selected, assign read and write access for all members. After you share your notes, you can modify the read and write access level for each Organization.

1. On the Session Toolbar, click the Notes icon.
2. On the top toolbar, click the Share icon.
3. On the Share tab, click Organizations.

   The Select organization group displays a list of your Organizations.

4. From the list of Organizations, click an Organization name.
5. In the Select access level drop-down, select an access level.
6. Click Share.

   The notes are available to all members in the selected Organization.

Share With Organization Members

Share notes with individual members of your Organizations using the Share option. To share with more than one member, complete the procedure for each additional member. Once an Organization member is selected, assign read and write access for the member. After you share your notes, you can modify the read and write access level for each Organization member.

1. On the Session Toolbar, click the Notes icon.
2. On the top toolbar, click the Share icon.
3. On the Share tab, click People.

   The Select people group displays a list of all members in your Organizations.

4. From the list of members, click a member name.
5. In the Select access level drop-down, select an access level.
6. Click Share.

   The notes are available to the selected Organization member.

Manage Access

Modify the read and write access level for Organizations and Organization members for shared notes at any time during a live Session.

1. On the Session Toolbar, click the Notes icon.
2. On the top toolbar, click the Share icon.
3. Click the Manage Access tab.
4. Manage access for entire Organizations...
   1. In the Organizations with access group, locate the Organization's name.
   2. In the Organization's row, click the Access level drop-down.
   3. Select an access level from the list.
5. Manage access for Organization members...
   1. In the People with access group, locate the member's name.
   2. In the member's row, click the Access level drop-down.
   3. Select an access level from the list.
6. Click Done.

---