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Record in your browser (calendar meetings and clients)

Record one of today's calendar meetings, or a walk-in for a client, straight from your browser.

You can record a meeting through your computer's microphone, either onto a meeting that's already in your calendar, or for a client.

Record one of today's calendar meetings

  1. Find the meeting on the Schedule card or in a meeting list, or open the meeting.

  2. Click Record.

  3. When you finish, click Save. Vinyl starts uploading straight away and shows its progress. If saving fails, you'll be offered a retry.

The recording is saved onto that meeting. The Record button shows from the start of the meeting's day until an hour after it ends, for anyone who can edit the meeting.

If the notetaker is in the call too

The Vinyl notetaker stays, and both recordings are kept. The meeting shows "2 recordings" so you can switch between them. The summary comes from the main recording, and the second recording doesn't get a summary of its own. If the two recordings follow each other without overlapping, Vinyl joins them into one transcript and one summary.

This suits hybrid meetings: someone in the room records in the browser while the notetaker covers the call.

Record for a client

For a walk-in or an unplanned call, go to Clients, open the client and click Record. The recording becomes a meeting with that client already set, and their contacts are offered as attendees. This isn't available for archived clients, or when your firm's plan hours have run out.

Good to know

Recording onto a calendar meeting works on the web only. The phone app doesn't do this yet.

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