With LiveNotes you and your team can tag and annotate research sessions in real time. This makes the annotation process much more efficient and allows for easy collaboration.

*This article covers how to use Live Notes manually (without installing the Tetra Zoom integration).

Click “Launch" next to a Participant name, or "Launch LiveNotes” on the Assets tab, give your session a name, then Live Notes will launch automatically.

Once you start recording on your conference app, immediately click “Start Session.” This will start your LiveNotes session to align with your recorded research. The banner will turn from blue to green and a timer will begin.

Teammates can join the session by clicking the “Join” button next to the session on the Project page. They will be able to annotate as well. Use tags (pre-created in the Tags section, or created on the fly as you take notes), type in notes and full sentences, and/or mention team members by using the @ symbol and selecting the appropriate name from the drop-down menu.

Once you’ve finished your interview, click “End session.” You will receive an e-mail from Zoom when the recording is available to download. Then you can click the link provided by Zoom, and download the file. From there you can then upload the recording to sync to your timestamped annotations.

Under the Assets tab, click "Upload recording" next to the appropriate Live Note asset, then drag and drop the file into the box, or click "upload files from computer."

Select the appropriate audio or audio/video file from your drive (double-click or hit "open" to attach it in Tetra), then click the orange "Next" button in Tetra. The file will then begin to upload.

Once the asset is uploaded, select the language spoken in the recording, then the number of speakers in the recording. Then click the orange "Complete upload" button.

Tetra will then transcribe your recorded asset and apply the Live Notes at appropriate time stamps. From there you can easily add more tags and annotations, edit the existing ones, and synthesize your findings into Highlight Reels and Insights!

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