Can a text inside a card be shared with only the selected people?

Yes. In Jestor, each document connected to a card can be shared with only the specific people added to it, giving individual access instead of automatically opening it up to the whole team.

How selective sharing works

When creating a document inside a record, you need to manually add the people who should have access to that text. From the moment someone is added, they can view and edit that specific document alongside the card. This lets different texts inside the same card have different audiences — one set of minutes might be visible to the whole team, while another, more sensitive conversation stays restricted to just a few people.

Action	Result
Adding a person to the document	They gain access to view and edit that specific text

How to share a document with specific people

Open the document inside the card you want to share.
Add the people who should have access to that specific text.
Confirm — only the people added will be able to view and edit the content.
Repeat the process individually for other documents on the same card, if needed.

Why choose Jestor

Granular control per document: each text can have its own group of people with access.
Multiple texts per card: you can organize different minutes, summaries, and conversations within the same record.
Flexible reading view: you can hide the menu for a cleaner view when only one text is needed.

Does everyone who accesses the card automatically see all its documents?

No, access to each document depends on who was specifically added to that text.

Can you remove someone's access after already sharing the document?

Access control is managed through the list of people added to the document, and it can be adjusted as needed.

Can a card have documents with different sharing levels at the same time?

Yes, each document within the same card can have its own group of people with access, independently of the others.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.

Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

Why does a removed user show as inactive instead of being deleted, and what does that preserve in the history?

In Jestor, removing a user doesn't delete them from the system: their status changes to inactive, specifically to preserve the history of everything that person changed on records in the past. Why this logic exists If a user were completely deleted, the entire history of actions they performed

How do you lock a document as read-only to prevent accidental edits inside a card?

In Jestor, any document connected to a card can be locked for editing, making it read-only, which prevents someone from accidentally changing the content when reading that text. How locking a document works Inside the documents tool (Docs) connected to records and cards, you can lock a specific text

Where can you activate the builder directly from the Home to quickly access editing mode?

In Jestor, you can add the builder block directly to the home page, letting you access construction mode quickly with no need to first navigate to another app. How to add the builder to the Home When personalizing the Home, one of the available blocks is the builder option, which

How do you use the replace formula to strip spaces and characters from a phone number before a WhatsApp automation?

In Jestor, the replace formula lets you substitute spaces, plus signs, and dashes with nothing inside a text field, which is especially useful for cleaning up phone numbers before using them in WhatsApp automations. How the replace formula works The formula works by substituting a specific piece of text with