01Turn a chat answer into a Copilot PageVerified
Copilot Pages turns Copilot responses into editable, shareable content. Select Edit in Pages under a response to open a page next to the chat.
- Send a prompt in Copilot Chat
- Select the pencil icon (Edit in Pages) under the response
- Keep chat and page side by side and use prompts to add or revise content
- Select the title to rename the page
- Edit the page directly to finalize it
Using /approved product information summary, draft key-point notes for internal training (indications, dosage and administration, main precautions).
Find saved pages in the Microsoft Copilot Library. Pages created with Edit in Pages from labeled content inherit the source sensitivity label (per Purview documentation). Treat output as a draft, open the cited sources to check against the originals, and have a person make the final decision.
Supporting passage from the source
Microsoft Copilot Pages is an interactive canvas that transforms Copilot responses into editable, shareable content.
02Pages and Notebooks are stored in SharePoint EmbeddedVerified
Copilot Pages and Copilot Notebooks are not stored in OneDrive but in a single user-owned SharePoint Embedded container per user. A page is saved as a .page file, and storage counts against the organization's SharePoint quota.
- Find your pages in the Microsoft Copilot Library
- Admins see the container with the application name Loop in the SharePoint admin center and PowerShell
- Move content that must be kept as a controlled record to your designated location, such as a document management library
The container limit is 25 TB. When a user leaves, the container follows the OneDrive deletion lifecycle with one manual handoff step (no automatic notification). The container is named Pages or My workspace depending on which app created it first.
Supporting passage from the source
Copilot Pages and Copilot Notebooks are stored within your organization in SharePoint Embedded. Each user has a single user-owned container that stores Copilot Pages, Copilot Notebooks, and Loop My workspace content.
03Share a Page with the right link typeVerified
Sharing a page grants access to that page only, not the whole notebook, with edit or read-only access. You can use a company share link or a people-specific link, depending on your organization's sharing settings.
- Select the Share button in the upper corner of the page
- Choose Page or Component to copy a share link
- In Settings, check the link type (for example, specific people) and permission (edit or read-only)
- Send the link in Teams or Outlook
External guests cannot open shared Copilot Pages directly via link. Share draft content with people-specific links rather than company-wide links.
Supporting passage from the source
Page Sharing: Grants access to a specific page (not the whole notebook) with options for edit or read-only access. The user can choose to use a company share link or people-specific share link, based on your organizational sharing settings.
04Add Markdown, TXT and RTF files as references in a Copilot NotebookNeeds check
Copilot Notebooks now accept Markdown, TXT and RTF files as references alongside existing source types, so notes, logs and transcripts can sit in the same notebook as documents, emails and meetings.
- Open a Copilot Notebook
- Use the add-reference action and choose a Markdown, TXT or RTF file
- Ask Copilot in the notebook about the content, grounded in the references you added
Read the TXT meeting notes I added to this notebook together with the other referenced documents, and list decisions and open items separately. Add the source reference name to each item.
The source text does not name the add-reference button, so confirm it on screen. If the notes contain confidential or personal information, check sharing scope and sensitivity labels. Compare answers with the source files; a person makes the final check.
Supporting passage from the source
More reference types means Markdown, TXT and RTF files can be added alongside the existing supported source types.
05Notebooks answer only from the references you addVerified
Copilot in a notebook does not access your entire OneDrive, email, Teams chats, or the web; it uses only the references you added. References stay current as the source files change.
- Add only approved, current documents as references
- Remove old versions and drafts from the references
- Check which reference each answer cites
- If you keep an answer as a record, note the version of each referenced file at that time
Using only the references, draft answers to the questions raised at the product briefing. If the references do not cover a question, write 'not in the references'.
Because references stay current, the same question can get a different answer after a source file is revised. Treat output as a draft, open the cited sources to check against the originals, and have a person make the final decision.
Supporting passage from the source
Copilot doesn't access your entire OneDrive, email, Teams chats, or the web, and only uses the references you've added to the notebook to generate responses.
06Sharing a notebook also shares its referenced filesVerified
When you share a notebook, recipients also gain access to the referenced files. Everyone you invite gets edit access, and each person's chats stay private.
- Before sharing, review the references and keep only files the recipients may see
- Select Share in the upper right of the notebook
- Enter names or email addresses and select Invite
- For files you cannot share, recipients must request access individually
Do not share a notebook that references restricted material (such as unblinded data or HR information). Read-only sharing is not supported. Copilot Notebooks do not support external sharing.
Supporting passage from the source
Anyone you share with gains access to all the files referenced in the notebook.
07Labels work on Pages only; no Information BarriersVerified
Sensitivity labels are available for Copilot Pages, but Copilot Notebooks have no container sensitivity labels. Information Barriers are not supported because content is stored in SharePoint Embedded. eDiscovery and DLP are supported.
- Apply a sensitivity label to pages that contain confidential information
- Manage labels and permissions on the source files referenced in notebooks
- If your organization uses Information Barriers, admins should consider disabling Pages and Notebooks creation with Cloud Policy
- Admins should confirm that retention policies targeting All SharePoint Sites apply
Selecting the container as a custodian data source for legal hold is rolling out and expected in October 2026; until then, add the container URL manually.
Supporting passage from the source
Sensitivity labels: Available for Copilot Pages. Copilot Notebooks don't have container sensitivity labels because they share a container with all Copilot Pages.
08Deleted notebooks cannot be recoveredVerified
Deleting a Copilot page or notebook is currently permanent. There is no end-user recycle bin for Copilot Notebooks, and admins cannot recover individually deleted notebooks.
- Before deleting, confirm with collaborators what must be kept
- Save content that must be kept to your designated document location
- Let the owner do the cleanup to avoid accidental deletion
The support page says recovery features are in development, starting with a recycle bin for Copilot Pages, but no date is given.
Supporting passage from the source
Deleting a Copilot page or notebook is currently permanent and can't be undone.
09Add Outlook emails as a knowledge source in Copilot NotebooksVerified
Copilot Notebooks can now include Outlook emails as knowledge sources, so drafts and summaries can be grounded in email exchanges as well as files.
- Open a Copilot Notebook in Microsoft 365
- Select Add content and choose Outlook emails
- Pick the emails you want to include as references in your notebook
Using only the emails added to this notebook, summarize the exchange in date order. Don't include anything not stated in the email text.
Emails may contain confidential or personal information. Confirm that anyone you share the notebook with is authorized to view the source emails, and verify the output against the originals before use.
Supporting passage from the source
What changed: Users can now add Outlook emails as knowledge sources within Copilot Notebooks across Microsoft 365. Previously, notebooks included only files and other documents. This update enables Copilot to use email content to provide richer context for outputs like presentations and briefs.
10Add a Teams meeting as a reference in a Copilot NotebookVerified
Copilot Notebooks can now include Teams meetings as knowledge sources, linking transcripts, notes, chats, and shared files from a meeting into the notebook.
- Open a Copilot Notebook in Microsoft 365
- Select 'Add reference' and choose a Teams meeting from your recent meetings
- Review the linked transcripts, notes, and shared content within the notebook
From the meeting I added, list only the decisions made and the next actions
Meeting transcripts may contain confidential or personal remarks; sharing a notebook also shares its referenced meeting content, so check the sharing scope before adding one.
Supporting passage from the source
Copilot notebooks now include Teams meetings as knowledge sources, allowing users to link meeting transcripts, notes, chats, and shared files within their notebooks. Previously, notebooks only supported files as references.
11Add references to a Copilot Notebook from Quick Access in SearchVerified
In Search in the Microsoft Copilot app, you can add a reference to a Copilot Notebook from an item's menu.
- Open the Microsoft Copilot app and go to Search.
- In the Quick Access section, click the context menu (…) next to an item.
- Select Add to > Notebook and choose the desired Copilot Notebook.
Sharing a notebook also shares its referenced files, so check the sensitivity of what you add first.
Supporting passage from the source
Users can now add references directly to their Copilot Notebooks from the Quick Access section in Search on the Microsoft Copilot app.
12Create a one-page PDF from a Copilot Notebook through chatVerified
You can create a PDF from notebook content through chat, for example a one-pager to save or send.
- Open a Copilot Notebook with the references organized
- In chat, describe the content and structure you want in the PDF
- Review the generated PDF
Create a one-page PDF executive summary of this notebook with key findings, decisions and recommendations. Add the source reference name to each finding.
The generated PDF is preparatory work. Check facts, figures, names and dates against the references, and have a person review it before it leaves the company. For promotional materials, the internal review procedure and the responsible person make the final decision.
Supporting passage from the source
You can also create PDFs from your notebook content through chat for a polished file like a one-pager you can save or send.
13Scope a Notebook prompt to the notebook only or to Work and webNeeds check
In Notebooks chat you can scope a prompt to the notebook only, or change to "Work and web" for broader context beyond your references.
- Open the chat in a Copilot Notebook
- Choose the prompt scope: the notebook only, or "Work and web"
- Send the question with the chosen scope
With the scope set to this notebook only, list the passages in the referenced materials that describe precautions for this product. Show the document name and location.
"Work and web" brings in information beyond your references; choose the notebook only when answers must rest on specific materials. The source does not describe where the scope control appears. Check answers against the source materials.
Supporting passage from the source
And now scope your prompt to just your Notebook only or change to "Work and web" for broader context beyond your references.