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Camera/Mic Switcher Explained
Published December 27th, 2022 by Dante Taylor
The Camera/Mic Switching Feature allows you to change your Camera and Microphone while in the deposition room. Click on the 3 dots next to the Red Telephone icon. Then select Devices Settings. This will bring you to a pop-out screen that will allow you to change your Camera and Microphone used in the deposition Once you have selected the devices tha
How to Grant Access to Video Recordings and Exhibits (Host Role)
Published January 10th, 2023 by Dante Taylor
This article explains how to allow other attendees within a deposition to download video recordings and shared exhibits. Attendees' access can be adjusted before, during, or after the deposition. Once a deposition has been created, the host or scheduler can change accessibility to any attendee at any time by going to the Deposition Details page. The
How to Dial-In to a Deposition
Published October 26th, 2022 by Dante Taylor
If you are directly invited to a proceeding your invite email will also contain the dial-in information. From the Dashboard or Shareable Link From the Dashboard, click the Join Now button for an upcoming deposition. You will be directed to the Pre-Call page. Click the Use Phone Audio button to continue to the dial-in details. You have the option to
How to Join a Deposition
Published October 27th, 2022 by Dante Taylor
There are several ways to join a deposition. The first way to join is by using a sharable link sent by the Host of the deposition. The second way to join a deposition is for the Host to send a direct invitation. The final way to join a deposition is to be forwarded a direct email invitation from another attendee. Shareable Link When the Host sends a
Deposition Room Introduction (Host Role)
Published November 8th, 2022 by Dante Taylor
Log into your account, you will be directed to the Dashboard. This is where you can view all depositions and demo depositions that you have scheduled or have been invited to. To join the scheduled deposition, click Join Now. NOTE: By clicking Join Now, the platform will always automatically direct you to a Connection Test (Pre-Call) before entering
Co-Host Role Explained
Published November 30th, 2022 by Dante Taylor
As the Co-Host, you will have similar controls as the Host. The Co-Host is assigned by the Host. If the Co-Host is in the same organization as the Host, you will have the ability to edit the deposition. You have the ability to invite attendees via a Shared Link on the Edit Deposition page. Attendees who use the shared link have the ability to join w
How to Use Case Management
Published November 11th, 2022 by Dante Taylor
The Case Management feature enables the ability to link depositions to one another under a Case. In addition, this feature will allow exhibit copying from linked depositions. All uploaded exhibits upon the end of a deposition will be copied to all other depositions within the case. The Owner, Manager, and Coordinator of an organization have the abil
How to Use the Realtime Feature (Host)
Published December 16th, 2022 by Dante Taylor
The realtime feature is an instantaneous translation of the court reporter's stenographic notes. As the Host, when you create a new deposition, enable the realtime option by selecting Realtime Available. When you join the deposition room, there will be a third tab visible within the exhibit panel labeled Realtime located at the top right of your scr
Downloading an Exhibit
Published December 27th, 2022 by Dante Taylor
NOTE: Exhibits can only be downloaded by attendees once the scheduler has made this feature available. If you are unable to download exhibits, please reach out to the scheduling agency for access. Downloading an Exhibit During the Deposition Exhibits will be available to download during the deposition to those who have been granted access while an e
How to Change Your Speakers on Windows & macOS
Published January 3rd, 2023 by Dante Taylor
By default, CaseTestify uses the default speakers for your Operating System. If you need to change the speakers refer to the steps below. See below on how to change the Speakers for Windows & macOS. NOTE: After changing your default speakers, play a video from YouTube to verify that the change has taken effect. If not, restart your browser. Wind
Deposition Room Introduction (Attendee)
Published November 4th, 2022 by Dante Taylor
NOTE: There are multiple ways to join a deposition, please see this article for more information: How to Join a Deposition. Log into your account, you will be directed to the Dashboard. This is where you can view all depositions and demo depositions you've been invited to. If your deposition is not listed, please reach out to the scheduling party. T
How to End or Cancel a Deposition
Published November 9th, 2022 by Dante Taylor
How-to Cancel a Proceeding Log in to your account. Select the Edit button from the dashboard adjacent to the case you are adjusting. Click the End or Cancel button. After clicking the End or Cancel button a modal will appear. If the proceeding has not gone “On the Record”, and does not contain shared exhibits then you will have the option to end or
Witness Role Explained
Published December 16th, 2022 by Dante Taylor
As the Witness, you will be displayed as the Pinned participant and your video will show a timestamp at the bottom of the screen. You will also participate with both audio and video. To turn off your video or mute your audio, click on the mic/video icons. All attendees have the option to use the Background Blur Feature. This feature adds Background
How to Remove or Edit an Attendee in a Deposition
Published November 28th, 2022 by Dante Taylor
Navigate to your dashboard and locate the deposition you’d like to adjust. Click the Edit button to the right of the deposition status. This displays the Deposition Details page where you can view the list of attendees. Note: Attendees invited with a Sharable Link will automatically populate when they join the deposition. If this Attendee is the Wit
How to Add Attendees to a New Deposition
Published November 8th, 2022 by Dante Taylor
The fastest way to Add Attendees is to Create and send them a Shared Link. When they Join the Deposition with the Shared Link they are automatically added to the Attendee List on the Deposition Details Page. The Deposition Room browser URL may also be used to join the deposition If you “Deactivate” a Shared Link anyone who uses the previous link wil
How to Use the Request to Join Feature (Attendee)
Published November 18th, 2022 by Dante Taylor
Users who have not been invited can use a forwarded direct invite or a deposition URL link. When a user who has not been directly invited attempts to join a deposition with a forwarded email invite or shared deposition URL link, they will be directed to the Request to Join page. Once the user clicks on the provided link they will log in and will be
How to Use the Request to Join Feature (Host)
Published November 17th, 2022 by Dante Taylor
A user who is not on the attendee list for an upcoming deposition can use the Request to Join feature. When a user uses a direct invite not intended for them or a shared URL link to join the deposition, the Host and Co-Host will be notified of the request from within the deposition room. The Host and Co-Host will also be notified from the Deposition
How to Download Video Assets Post Deposition (Host)
Published December 27th, 2022 by Dante Taylor
From the Dashboard, you can review completed depositions and download all video recordings that occurred during that session from the Post-Deposition Review Page. Instructions Once you have ended your deposition, recordings and shared exhibits will be available to you Go to your Dashboard and locate the deposition associated with the assets you’re w
Host Role Explained
Published November 30th, 2022 by Dante Taylor
As the Host role, you have access to invite attendees to a deposition, and pre-upload exhibits before you enter the Deposition Room. You have the ability to invite attendees via a Shared Link on the Edit Deposition page. Attendees who use the shared link have the ability to join with a guest account. Guest account users will not have the ability to
Counsel Role Explained
Published December 2nd, 2022 by Dante Taylor
As a Counsel attendee, you participate with either audio-only or with video and audio depending on the needs of the deposition. The Host has the ability to change how a Counsel participates. If a Co-Host is in the same organization as the Host, they will also have the ability to change how a Counsel participates. To turn off your video or audio feed
Organization Structure Explained
Published November 15th, 2022 by Dante Taylor
Before you can create a deposition on the virtual platform, you must be assigned a role within the organization and then you must accept the invite from the My Organizations tab to join. Only the Owner and Manager have the ability to invite and change individuals roles within an Organization. All of your organizations are listed in the My Organizati
How to Join a Deposition Using a Guest Account
Published October 27th, 2022 by Dante Taylor
NOTE: A Guest account can ONLY be created through a sharable link. Also, When creating a Guest account, users will NOT have the ability to upload and share exhibits When the Host of a deposition sends a shared link, attendees are able to join the deposition using a Guest account. Enter your full name, and agree to the terms of use, then click Contin
How to Create an Account
Published October 25th, 2022 by Dante Taylor
Directly on the Site Navigate to the virtual deposition platform’s login page and click SIGN UP located at the top right of the form. Proceed by filling in the required fields on the Account Creation Form. Accept the Terms and Conditions by checking Yes, I agree to the Terms of Use. Click the orange Sign up button located at the bottom of the page.
Sidebar Room Introduction (Attendee)
Published December 16th, 2022 by Dante Taylor
Sidebar Rooms are designed as in-person conference rooms for off-the-record conversations. Once all necessary participants enter their designated rooms, there’s an option to lock the room, so no one else can enter. Once the room is unlocked, you’re able to return to the deposition room. All attendees have access to Sidebar rooms as long as the depos
How to Create a Deposition
Published October 24th, 2022 by Dante Taylor
Once logged into the virtual deposition platform, you can create a new deposition by clicking the orange +New Deposition button at the top of your Dashboard. Only those within an organization as a coordinator, manager, or owner are able to create new depositions. This will take you to a new screen where you can enter the deposition details including
Inviting a Witness with a Shared Link
Published November 15th, 2022 by Dante Taylor
When inviting a Witness to the deposition using a shared link there are additional steps that must be taken. Invite your Witness to the deposition using the Shared Link, please see How-to Add Attendees to a New Deposition. When the Shared link has been enabled, the deposition room browser URL may also be used to copy and share with other users to jo
How to Stamp an Exhibit
Published November 1st, 2022 by Dante Taylor
In order to stamp an exhibit, you must be the owner of the exhibit or be granted access to annotate the exhibit. For more information see Exhibit Controls Explained. Open the exhibit side panel to view all exhibit features. Exhibit owners will be able to stamp an exhibit prior to sharing the uploaded exhibit. For more information on how to upload an
How to Upload an Exhibit Before and During a Deposition
Published November 10th, 2022 by Dante Taylor
NOTE: CaseTestify currently supports the following file types: .PDF, .PNG, .JPG, .DOCX, .XLSX, and .PPTX. Before the Deposition As a scheduler or host, you can upload exhibits prior to the start of the deposition. Exhibit files can be uploaded as you create the deposition by adding the files into the Exhibits box at the bottom of the Deposition Deta
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