(optional) If you have already set up all of the settings, you can click the ‘X’ in the top right corner to exit out of the configuration page.If correctly configured, a ‘Success’ pop-up will appear.Click Configuration Guide to review the setup process again and then Test configuration.Log in to your Zoom account (if not already logged in) and click Allow at the bottom to authorize the connection between your Otter and Zoom account.Click Add next to Otter Live Notes in browser.On the left navigation menu, click the 3 dots ‘More’ > Apps.Note: You will only be able to connect one Zoom host account per Otter account. With all of the Zoom steps completed, you can now connect your Otter account and use Live Notes to capture all your meeting conversations. The steps for the host user of Zoom are now complete. (Optional) Type ‘Managed by Otter.ai’ for the host instructions.Under Personal on the left navigation menu, click Settings.Enable live streaming in Zoom (Personal settings) Zoom Host User (Step B)Įach user who wants Live Notes during their meetings will need to enable the settings below for their Personal settings on Zoom’s side. The steps for the administrator of Zoom are now complete. (optional) Type ‘Managed by Otter.ai’ for the host instructions.Select the checkbox for Custom Live Streaming Service.Toggle on the Allow live streaming of meetings setting.Scroll down to the Allow live streaming of meetings section.In the menu navigation, click In Meeting (Advanced).Click the Meeting tab at the top next to Recording.Please contact your administrator to complete these steps. Note : If you do not see the admin section on the left, you may not be an administrator of your account. Under Admin on the left navigation menu, expand Account Management.We recommend All users on this account.Įnable live streaming in Zoom (Admin settings) Under App permission, make sure ‘Approve use of this app’ is toggled on.Navigate to Otter.ai Live Notes in browser.
If you are not the administrator of your Zoom account, send the instructions below to your administrator for them to complete.Ĭonnect your Otter account to Zoom Zoom Administrator (Step A) How to pre-approve Otter in the Zoom Marketplace Otter.ai Live Notes in browser requires Zoom settings in both ADMIN and PERSONAL to be set up. Note : You will need a Zoom Pro/Business/Enterprise/Education license. It opens as a web page you can put next to Zoom and you can also send the link to other devices to open. Otter.ai Live Notes in browser is a Business plan integration for Zoom meeting hosts to enable live transcription for all participants and live note-taking for collaborators. Automatic Live Transcript for Zoom Meetings & Webinars.
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