If you have a meeting over the phone that you would like to record, you can do so with Jump!

Jump users can record phone calls in three ways:

To record using RingCentral, visit the following "How to record with RingCentral" Help doc: https://help.jumpapp.com/en/articles/9628259-how-to-record-with-ringcentral

To record with two devices via speaker phone, set the device which will have the call to speaker phone and the other device to record, either via the Jump app or locally on your phone. Then upload the recorded meeting to Jump.

To record a phone meeting with the Join My Call feature, you will create a new meeting in Jump.

On the left-hand side of your screen in Jump, click on the green + New meeting button and select the option "Join my call."

If you don't see the option for "Join my call" and your firm has approved its use, please reach out using the messenger on the bottom-right corner of this screen (or the bottom-right corner of my.jumpapp.com). We will add that feature to your account.

A "New meeting" pop-up window will appear. In the field called "New number," enter the phone number you want the Jump notetaker to call, beginning with the country calling code (for US phone numbers, the country calling code is 1).

When you are ready for the Jump notetaker to record, click on the green button with the phone on it on the bottom right-hand side of the pop-up window. You can choose to have the notetaker call you first or wait to have it call you until after your phone meeting has begun.

The notetaker will then call the number you provided, at which point you can answer the call.

For iPhones, select "Hold & Accept" and then select "Merge Calls."

For Androids, select the "More" button (with the three dots) and then select the "Merge" button.

When the notetaker connects to the call, it will audibly announce that the call is being recorded.

You can record the call and end it as you would with any phone call, when you and the other user are ready to stop the phone call.

Your meeting will appear in the "All past" section of meetings in Jump with the title "Call with [the phone number you added to the meeting]."

Note: If your phone silences incoming calls from unknown numbers, you will need to have the notetaker call you before an official meeting. If you save the phone number to your phone as a contact, the notetaker will not go straight to voicemail for future calls.

Note: Depending on your firm's or broker-dealer's policies, you may not have all of these options.