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From a session’s detail page, you can share it, add documents to it, and leave comments directly on the recording.

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Sharing a session

Only the person who owns a session can share it. Enter the email of anyone else on the platform to share it with them. They’ll get a notification, and the session will show up under their Shared with you tab.
Share Meeting dialog showing People with access, an empty email address field, and the Share button.

Open Share from the session header and enter the recipient's email address.

To stop sharing, remove the person from the session’s Shared with list. If a session is redacted, the people you share it with see the redacted transcript only.

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Adding documents

You can upload documents onto a session page — for example, reading material that goes along with a recording. This is useful for anything supplemental you want attached to that specific session.
Session Documents panel with an Upload button and secure document storage notice.

Select Documents, then Upload to attach supporting material.

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Leaving comments

Select Comments to leave an overall comment on a session. For comments pinned to a moment in the video, use the Transcript panel described in Reviewing a session.
Comments panel with an empty comment field, a visibility selector, and the Comment button.

Use Comments for overall observations about the session.

Don’t type client names or other identifying details into comments. Redaction doesn’t cover text that people type.