How to Share Note Settings with Your Team

Comprehend allows you to share your note settings with team members in two ways. You can control whether others can view, collaborate, or have their own copy of the note settings.

Prefer watching over reading, watch this video: How to Share Note Settings

Method 1: From an Open Note

1. Open a note.
2. Click the three lines next to EMR Note Type.

3. Select Share Template.

4. Enter the email address of the team member you want to share with.

5. Choose the permission type:

• View Only – They can use your note settings but not make changes
• Collaborate – Everyone with access can edit the note setting.
• Duplicate – Each person gets their own copy and can make changes without affecting others.

6. Click Invite!

Method 2: From the Menu Tab

1. Click the Menu tab .
2. Select Note Settings.
3. Click the note setting you want to share.
4. Click the three lines next to the note setting and select Share → Share Template.

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5. Enter the email address of the team member.
6. Choose the permission type:

• View Only – Can use the note settings but cannot make changes.
• Collaborate – Everyone with access can edit the note setting.
• Duplicate – Each person gets their own copy and can make changes without affecting others.

7. Click Invite!

Updated on: 17/03/2026