Docket guest access makes it easier for your guests to join your Docket meeting with one click and without having to sign up for a Docket account. In addition to one-click access, guests can:

  • View the agenda, guest list, and meeting information
  • View notes as they are taken
  • Access video conferencing within the meeting
  • View attachments and resources (as long as access Is enabled at the document level)

Prerequisites

  • Guest access is a Docket Pro feature. To enable this option for your meeting guests, please ensure you are on a Pro plan or higher.
  • This option is set at the team owner level. Team members that wish to use this setting should notify their Docket team owner.

How it Works

  1. Enable the Guest Access setting in your My Account page
  2. Share an agenda for your meeting
  3. Guests receive your professional agenda in email and clicks to view in Docket
  4. Guests arrive straight into your Docket meeting and can view the agenda and notes during the meeting

Settings

Enable Guest Access

If you are on a Docket Basic account and wish to activate this feature go to:

  • My Account
  • Click to upgrade to Pro
  • Following upgrade steps, Guest Access will automatically be enabled

Modify Guest Access Setting

Docket Pro+ users have this feature auto-enabled. If you wish to modify the default go to:

  • My Account
  • Check or uncheck the Guest Access setting as desired. Changes are automatically saved


Sharing An Agenda

When sharing an agenda with guests, the share modal will inform you whether you have Guest Access enabled or disabled.

If Guest Access is enabled:

  • Recipients of the shared agenda that do not have a Docket account will have the ability to view the Docket meeting without creating an account
  • Recipients of the shared agenda that already have a Docket account will be able to view the meeting from their established account view

If Guest Access is disabled:

  • Recipients of the shared agenda that do not have a Docket account will first need to sign up for a Docket account before viewing the agenda and notes
  • Recipients of the shared agenda that already have a Docket account will be able to view the meeting from their established account view

Guest Experience

Guest Access enables a meeting guest to do the following:

Access - Join the Docket meeting with one-click. No sign-up or questions when clicking from a shared agenda to Docket.

Agenda - View the Docket agenda. The guest will be able to see the agenda from the notes tab view. The actual agenda tab will be disabled.

Notes - View the notes as they are being taken. The guest will be able to observe the notes process in action so they can be a part of the meeting.

Resources - A guest can view any resources included in the shared meeting based on the settings of those resources.

  • From File - A guest that clicks on a shared resource from File in the emailed agenda will be taken to Docket to click and view the resource. If they are already in Docket's guest view, they will be enabled to open the resource directly from there.
  • From Google Drive - A guest that clicks on a shared resource from Google Drive will be able to directly launch the resource if the Google document has already been set up to grant this permission.
  • From Link - A guest that clicks on a shared resource Link will be taken directly to that link to view.

Calendar Details - A guest can view the information panel containing the calendar event details including guest list, video conferencing, and meeting details.

Join Video Conferencing - A guest can join the provided video conferencing directly from the Docket meeting.

Frequently Asked Questions

Can my guests collaborate in the agenda or take notes?
Guests can contribute to the agenda or notes by signing up for a Docket account so that you may have the appropriate attribution of all notes taken. The Guest View provides a button to Create Account directly in the meeting so guests can easily sign-up and jump right into taking notes along with you.

Can my guests see my other meetings?
Guests can only see the meeting(s) they are invited to. Unless you are sharing your screen via video conferencing, they cannot see your other meetings.

Can my guests see the notes I am taking?
Guests using guest access can view the notes as they are being taken.

If you are using the personal notes section, as long as you are not sharing your screen in a video call, guests cannot see notes taken in this section.

Why can't I change my Guest Access setting in My Account page?
If you are on a Basic plan, upgrade to enable this feature.
If you are on a Pro plan as a team member, please work with your Docket team owner to modify this setting on behalf of your team.

Why can't my guest view a shared resource?

Check the settings of that resource at its source to ensure it has the desired permissions. If it is a Google document, it will need to be set with permissions for that user to view within the Google settings.

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