Stenograph Solution Center

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

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 proceeding. You have the ability to invite attendees via a Shareable Link on the Edit proceeding page. Attendees who use the shareable link have the ability to

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

Proceeding 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 proceedings and demo proceedings that you have scheduled or have been invited to. To join the scheduled proceeding, click Join Now. NOTE: By clicking Join Now, the platform will automatically direct you to a Connection Test before entering the Proceeding Roo

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 Shareable Link on the Edit Deposition page. Attendees who use the shareable link have the ability to join with a guest account. Guest account users will not have the abili

Proceeding Room Introduction (Attendee)

Published November 4th, 2022 by Dante Taylor

NOTE: There are multiple ways to join a proceeding, please see this article for more information: How to Join a Proceeding. Log into your account, you will be directed to the Dashboard. This is where you can view all proceedings and demo proceedings you've been invited to. If your proceeding is not listed, please reach out to the scheduling party. T

How to Remove or Edit an Attendee in a Proceeding

Published November 28th, 2022 by Dante Taylor

Navigate to your dashboard and locate the proceeding you’d like to adjust. Click the Edit button to the right of the proceeding status. This displays the Proceeding Details page where you can view the list of attendees. Note: Attendees invited with a Sharable Link will automatically populate when they join the proceeding. If this Attendee is the Wit

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 proceeding 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 proceeding room. The Host and Co-Host will also be notified from the Proceeding

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 proceeding URL link. When a user who has not been directly invited attempts to join a proceeding with a forwarded email invite or shared proceeding 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

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

Inviting a Witness with a Shareable Link

Published November 15th, 2022 by Dante Taylor

When inviting a Witness to the proceeding using a shared link there are additional steps that must be taken. Invite your Witness to the deposition using the Shareable Link, please see How-to Add Attendees to a New Proceeding. When the Shareable link has been enabled, the proceeding room browser URL may also be used to copy and share with other users

How to Join a Proceeding

Published October 27th, 2022 by Dante Taylor

There are several ways to join a proceeding. The first way to join is by using a shareable link sent by the Host of the proceeding. The second way to join a proceeding is for the Host to send a direct invitation. The final way to join a proceeding is to be forwarded a direct email invitation from another attendee. Shareable Link When the Host sends

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

How to End or Cancel a Proceeding

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

How to Add Attendees to a New Proceeding

Published November 8th, 2022 by Dante Taylor

The fastest way to Add Attendees is to Create and send them a Shareable Link. When they Join the Proceeding with the Shareable Link they are automatically added to the Attendee List on the Proceeding Details Page. The Proceeding Room browser URL may also be used to join the proceeding If you “Deactivate” a Shareable Link anyone who uses the previous

How to Create a Proceeding

Published October 24th, 2022 by Dante Taylor

Once logged into the virtual platform, you can create a new proceeding by clicking the orange +New Proceeding button at the top of your Dashboard. Only those within an organization, such as a coordinator, manager, or owner can create new proceedings. This will take you to a new screen where you can enter the proceeding details including the case na

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

How to Join a Proceeding 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 proceeding sends a shareable link, attendees can join the proceeding using a Guest account. Enter your full name, and agree to the terms of use, then click Continue as

How to Create an Account

Published October 25th, 2022 by Dante Taylor

Directly on the Site Navigate to the virtual 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. Once the ac

How to Use Case Management

Published November 11th, 2022 by Dante Taylor

The Case Management feature enables the ability to link proceedings to one another under a Case. In addition, this feature will allow exhibit copying from linked proceedings. All uploaded exhibits upon the end of a proceeding will be copied to all other proceedings within the case. The Owner, Manager, and Coordinator of an organization have the abil

How to Dial-In to a Proceeding

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 proceeding. You will be directed to the Connection Test page. Click the Use Phone Audio button to continue to the dial-in details. You have the opt

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 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

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 before sharing the uploaded exhibit. To view the uploaded exhibit privately, cl

How to Upload an Exhibit Before and During a Proceeding

Published November 10th, 2022 by Dante Taylor

NOTE: CaseTestify currently supports the following file types: .PDF, .PNG, .JPG, .DOCX, .XLSX, and .PPTX. Before the Proceeding As a scheduler or host, you can upload exhibits before the start of the proceeding. Exhibit files can be uploaded as you create the proceeding by adding the files to the Exhibits box at the bottom of the Proceeding Details

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

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 proceeding. 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 proceed 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 Organizations