How to Share Your Beam Note

This guide will show you how to securely share a read-only version of your Beam Note with a colleague.

Please note: For security and privacy, you can only share notes with people who are within your organisation, these will be "read only" and cannot be edited or deleted by anyone (except you).  

Quick step-by-step guide on how to share a note:

1. Open the Beam Note you wish to share.

   

2. In the top right-hand side of the page, click the Share icon. 

3. Enter the email address of the colleague you want to share the note with.

   

4. Confirm to share. Your colleague will receive an email with a link to access the read-only note.

   

   

Recipient access: Once you hit send, the person you shared the note with will receive an email notification. They simply need to click the link provided in the email to view the note. They will be granted read-only access, meaning they can view the information but cannot make any edits or changes to your original note.

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