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Transfer Notes

Have you accidentally recorded an appointment under the wrong team member's account? You can move notes between accounts!

Updated this week

Note: This feature can only be accessed on the web app (app.scribenote.com).

1. Open your Full View Inbox

2. Select one or more notes to transfer

Select the notes that you wish to transfer ownership to.

Note: You can only multi-select notes under one Inbox tab at a time. The notes that you selected will not stay selected if you switch tabs.

3. Click "Transfer Ownership"

After you are done selecting the notes you'd like to transfer, the "Transfer Ownership" button located at the bottom of your screen will bring you to a pop-up.

4. Select your teammate

Use the drop-down menu to choose whose inbox you want to transfer your note(s) to!

5. Click "Confirm"

Your note(s) can now be accessed by the user you have transferred them to!

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