Zoom Recording Quick Guide

Zoom Recording Quick Guide

When conducting a recording session using the Zoom option, the criteria for using this option must be met.  Follow this link to see what the criteria is: Zoom Recording Requirements.


Before beginning, ensure that you have your microphone and speaker, or your USB conference phone, plugged in, as well as a pair of earbuds (Earbuds are only needed if you want to playback audio into your ear during the takedown).  Verify that you are connected to the internet.

  1. Connect to your Zoom session first.  Please ensure that the following procedures are followed:
    1. Did you join the Zoom meeting before setting up your ASOne Zoom recording?
      1. Zoom must be opened before connecting to an ASOne Zoom recording session.
    2. Is the password embedded in your Zoom link?
      1. The password must be embedded in the Zoom link.  It will look something like this:  https://voicescript-ai.zoom.us/j/85880747743?pwd=bpmMPeQPPYH2MaDjqJxXvCZDvxnjfa.1
    3. Are you the host of the Zoom meeting?
      1. You must be the host of the Zoom meeting to grant ASOne permission to record. 
      2. If there is a videographer present in the Zoom meeting, chances are that they are the host.  You can ask them to grant permission to ASOne for recording when the pop-up window appears.  
    4. Is the Zoom Bot not joining?  If you are in compliance with all of the above, perhaps the issue is that ASOne has connected to the Zoom meeting, but you are just getting the spinning blue arrow.  If that is the case, try one of these:
      1. First, is your mic muted?  Please try unmuting your microphone.  The Zoom bot has to detect at least one person on the meeting, and if your mic is muted, you are not being detected.  
      2. The second cause could be that Zoom cloud recording was set to automatically record the Zoom meeting to the cloud by the provider of the meeting link, and you paused that recording. 
      3. The Zoom recording cannot be in a paused state while ASOne is attempting to connect and record using the AutoScript Zoom bot.  The solution is to unpause the Zoom cloud recording, allow ASOne to connect to the meeting and start recording, pause the ASOne recording, and then pause the Zoom cloud recording.

  2. After connecting to Zoom, open the AutoScriptOne Application and sign in with the email and password you set up for autoscript.ai


  3. Click “Start a recording session”


  4. Click “Zoom”


  5. Give your recording session a name.  Go to your Zoom session, click the “ ^ “ on the “Participants” button, and copy the Zoom link.  NOTE:  Use the link you copied from the Zoom session.  DO NOT COPY IT FROM AN EMAIL OR CALENDAR INVITE.


  6. Each participant will have their name automatically added to your speaker list when they speak.  You can edit the speaker's name if needed.


  7. Add additional speakers for the other participants who may be sharing a Zoom login/computer.  Click the “ + Add Speaker” button and then edit the name.  Repeat this step as needed until you have every participant on your speaker list.


  8. Zoom sessions automatically begin recording when you connect.  Say a few words to confirm that you have text appearing on the screen.  Perhaps speak the date.  Click "Record" in the bottom left corner of the reporter display to pause the session after your sound check.   (This button will also allow you to pause the recording during breaks.)  Resume the recording when you are ready to go on the record.


  9. Monitor the text on the screen to ensure you are capturing audio.  If you have lag in your connection and text slows down or stops, put in your earbuds and make sure the “Headphones” option is selected in your playback window.  Use the “CM” button to listen to the recorded audio with a slight delay, ensuring you capture good audio.  This can also be used for listening to a line of text before doing a readback.  You will have to click on a timestamp for the section you want to listen to before clicking the play button.


  10. Use the Search feature to look for a keyword for a readback.  Click into the “Search Text” box in the upper left corner.  Type the word you want to look for and click the “magnifying glass” icon.  Use the up and down arrows to move between the lines of text that contain the word.


  11. Label any Speaker IDs for participants who are sharing a login/computer and are not displaying correctly.  Use your hotkeys to label the speakers.  The recommended method is to click your cursor into the text so it is flashing.  Then use the arrow keys to move up and down the text so the blue highlight is over the line of text that you want to label with a speaker.  As the text is highlighted in blue, press the corresponding number on the number pad of the speaker ID to apply.


  12. If you need to add an annotation, click into the annotation box.  You can type your note and hit enter or use one of your configured bookmark keyboard shortcuts.


  13. In the event you need to do manual annotations when there is no text hitting the screen, you can use your number pad speaker hotkeys when you are clicked into the annotation box to select a speaker name and then type shorthand notes for that speaker turn and hit enter.


  14. When your session is complete and you are done recording and working on it, click the pause button on the bottom left and click on "Finish Session".


    1. Click on “Continue Later” if you think you may need to record more or finish labeling speakers.
    2. Click on “Finalize Session” if you are ready to upload this job for processing to produce the transcript. **Note** Once the job is uploaded, you cannot make any additional edits to the transcript and upload again.
    3. Click on “Cancel” if you want to return to the session to continue recording.


  15. To upload the transcript, click on “Finalize Session”.  Click “Add Exhibits” and select the files you want to upload with your job.  Then click “Start Upload”

  16. Your job will be uploaded to your AutoScript Web account.  Click “Ok” when it is done.  You are now ready to go to autoscript.ai (AutoScriptWeb) to unlock your job, apply the layout, and open it in AutoScriptDesktop (ASD) to complete the transcript.

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