You can transfer notes held by a member to another member.

Before a member leaves the company or moves to an affiliate, the note is still available in the current domain before the note is deleted or transferred to another domain.

Notes transfer settings

You can transfer all of a member’s notes to another member at once.

The transfer takes some time. Once completed, a new folder is created in the recipient’s folder list, and the notes are saved in that folder.

The new folder is created in the format ‘TF_sender’s name’.

1. In the left menu of Admin, select 'Service' to expand the menu, then click 'ClovaNote'. On mobile, tap to open the menu.
2. Select 'Transfer Notes'.
3. Enter the name of the member to transfer from.
4. Click 'Next’.
5. Enter the name of the member who will receive the note.
6. Click 'Transfer’.

Check note transfer history

You can check the history of the transferred notes.

You can view the recipient and sender, transfer date, status, and the number of transferred notes.

1. In the left menu of Admin, select 'Service' to expand the menu, then click 'ClovaNote'. On mobile, tap to open the menu.
2. Select 'Transfer Notes'.
3. Select the 'View Transfer History' menu at the bottom.
4. Check the contents.