Send a Docket Recap

Send a Docket Recap with meeting guests to help everyone be aligned with results and decisions decided during the meeting.

  • When the Send Recap modal appears, all meeting guests will be selected automatically to receive the recap. If you wish to remove anyone from the recipient list, click on their avatar/initial to de-select them.

  • Enter a personalized message or accept the defaulted message your guests will receive with the recap.

  • Add any recipients who are not a part of the meeting but who you would like to receive a recap.

  • Send meeting information to either HubSpot or Salesforce.

  • Scroll to review the recap one last time.

  • Click Send to send the recap message.

More to know about sending Docket Recaps including:

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