Field guide

How local records work

Understand where a meeting lives and how to move a copy.

Record location

Device → Browser profile → Meeting record

Open the same local address to return to your saved meetings.

The browser profile holds the record

Saved meetings belong to the browser profile and site address you used. Opening another browser or using another port gives you a separate workspace.

Export for a handoff

Use a text export for reading, CSV for tabular transfer or JSON for the structured record. Check the destination against your firm’s handling rules.

Delete a meeting

Open the saved meeting, choose Delete and confirm the title. Clearing site data also removes records. Export anything you need to keep first.

Take one meeting to another browser.

A meeting saved at one local address belongs to that browser profile. A JSON export carries a structured copy to another workspace.

Original browser

Export the saved meeting

Open the record, choose JSON, then Export. Keep the downloaded file where your firm stores meeting records.

Meeting JSON

What travels

  • Meeting title and transcript
  • Notes, next steps and follow-up
  • Completed forms and source passages
Destination browser

Import and verify

Choose New meeting, then Import transcript. Open the JSON file, check a passage and save the imported meeting.

Advisor field guides.