Who can adjust this setting?
Account owners
Note: The ability to adjust this setting (even for account owners) may be restricted by parent accounts.
What is summary-only mode?
Summary-only mode is an account-level setting that allows advisors to receive AI outputs (notes, tasks, etc.) from a meeting without audio/video persisting.
As a result, the following features are changed or unavailable for meetings captured with Summary-only enabled for their account:
The transcript button for a meeting will not be there
Sentiment analysis features will not show timestamps
“Explain” feature will not show timestamps
How to activate summary-only mode in Jump
Account owners can activate summary-only mode by going to the Compliance tab in the left-hand nav.
Select the Meeting data tab.
Then scroll down to the Meeting capture and retention settings.
Click on the Summary only tile at the top of the list to enable this setting. The tile will become shaded, and a checkmark will appear on the right-hand side. Click the green Save button to enable these settings for all users on the account.
Enabling the Summary only setting will remove the option to choose a meeting data storage strategy. Learn more about Jump Compliance settings.
Note: Changing the meeting capture mode will not immediately delete any media files from your account. However, any new meetings captured from this point on will be summary-only meetings.
How to delete past media from before summary-only mode was activated
To delete the audio/video files and transcripts from meetings that were captured before you enabled summary-only mode, in the Meeting capture and retention settings, click on the red Delete stored media button that now appears.
Have questions about summary-only mode? Reach out to [email protected] for assistance.
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