Actions

Legend

Option / Function

Description

1

Share

You can share the recording with other people for a certain period of time. Use Share Conversation to create a link that you can also send to people outside the application.

1. Click on the button.
2. Specify the expiry date in the Expiration Date field.
3. The access period extends from the creation date to the expiry date.
3. Select the information you want to share.
4. Click on Generate Link to create the link.
5. Click on Cancel to discard the entry.

NOTICE! To be able to use Share Conversation, you must have the necessary authorization. Please contact your system administrator.

2

Export

Export the data, transcript or metadata of a recording as XLSX file.

1. Click on the button.
2. Enter the File Name.
3. Select the desired Export Type.
4. Enter a password that's at least 8 characters long.
5. Confirm the password.
6. Click on Export to start the download.
7. Click on Cancel to discard the entry.

3

Move to Safe

Move the recording to a Conversation Safe Folder.

1. Click on the button.
2. Choose a Conversation Safe Folder from the drop-down list.
3. Click on Save to move the recording to the selected Conversation Safe Folder.
4. Click on Cancel to discard the entry.

4

Cleanup

Cleanup parts of the recording, see Recording Details and Metadata.

5

Delete Request

Delete the recording.

1. Click on the button.
2. Type in a Reasonfor recording deletion.
3. Click on Send to send the deletion request to the owner.
4. Click on Cancel to discard the entry.