Create a video note attachment

In some tools: Email, Intelligent Agents, and Feedback, you can attach new or existing video notes. These are embedded in an html file and require the user to be logged into the platform to view.

  1. From the Attachments area of the tool you are in, click Record or Choose Existing. To Record a video note, select the Record dropdown and select Record Video.
  2. Select New Recording.
  3. When you are finished recording, select Stop Recording. To re-record the video, repeat Step 2 and Step 3.
  4. Select Add.

To choose an existing video:

  1. Select Choose Existing.
  2. Select Video Note Search
  3. Enter your search terms in the Search Notes field, then select Search. You can also perform a blank search to see all search results.
  4. Select the video you want to insert.
  5. Select Add.