How Can I Setup The Transcribe Add-On?

What Is The Transcribe Add-On? 

The Transcribe Add-On will create transcripts of your voice recordings. These would be archived to your archive provider, and if you have a CRM connection set-up, the transcript will be added as a note in your CRM.  

Notes:

• This Add-On is only available if the voice, and recording features are turned on. 
• The recording add-on feature may not be available to you depending on your broker-dealer/group. This can be managed at the group level.
• The transcribe add-on does contain an additional monthly fee. Price may vary depending on your group. You can find pricing beneath the toggle button found on step 3.

How Do I Set Up The Transcribe Add-On?

1. On your "Dashboard," Click the "Settings" tab in the bottom left corner. 
   
   
   
    
2. Beneath the "Add-Ons and Billing" section, Click the "Transcribe Add-On" tab
   
   
   
    
3. Use the Toggle Button to turn the feature on/off.