Who can use this feature?
All Full users
What is the dictation meeting type?
Jump users can capture or upload dictations to the platform to create meeting notes verbally instead of typing them. Dictations are useful for a single participant (like an advisor) to describe or provide thoughts about a meeting that has already happened.
Audio uploaded to Jump or captured using the platform can be processed as a Dictation / Voice Memo meeting type.
From there, Jump will convert your spoken words into properly formatted dictation notes, which our team can customize to fit your style. Based on your dictation, Jump will automatically identify and generate any relevant follow-up tasks you discussed.
Note: Each meeting type in Jump is attached to a unique note template and various automations. As such, meeting captures can only be processed as one meeting type.
This means that if you pause the notetaker after a client meeting, then resume the capture to make a dictation once the client leaves, the single audio file could only be processed as a “Client Meeting” or a “Dictation / Voice Memo” meeting, not both.
We recommend capturing or uploading the dictation as its own separate audio file. In other words, it's not something you can/should append or "attach" to the end of another meeting. Instead, treat your dictation notes as a separate meeting.
How to capture a dictation
To create dictation notes, Jump users can start by capturing the dictation using one of these methods:
Capture audio via Jump in the web browser
Capture and upload audio via the Jump iPhone or Android apps
Capture a voice memo on your phone and upload the audio file to Jump
Note: Depending on your firm's or broker-dealer's policies, you may not have all of these options available at this time.
Option #1: Capture a dictation via web browser at my.jumpapp.com
You can capture a dictation on your computer using the web browser version of Jump.
To get started, click New Meeting on the top left of the main Jump screen.
Select Capture meeting now.
Jump starts capturing immediately, and you will hear a short audio cue confirming the recording has started. You will also hear another audio cue if you pause or resume at any time. Once the recording has begun, you will see the capture controls appear towards the top right corner of your screen.
Click the red pause button to pause/resume the recording.
When the dictation is complete, click pause, then Submit to process the notes.
You will have the chance to download or delete the captured dictation before submitting. Afterward, you can rename the dictation, and you will still have the option to download it.
Note: If Jump isn't picking up any audio, it plays an alert sound (after about five seconds of silence) so you can fix the issue in the moment rather than discovering it later. It is sensitive, so this alert may also sound during a genuinely quiet stretch, treat this as a prompt to check your microphone, not a guaranteed problem.
Option #2: Use the Jump iOS or Android app
You can also use Jump’s iOS or Android app to capture a dictation using your mobile phone.
From the Home or Meetings tab in the app:
Click Capture meeting now at the bottom of the screen to begin capturing.
Click the red pause button to pause/resume the capture.
Give the capture a meeting name (optional).
Click Submit to upload the audio to Jump so the notes can be processed.
Option #3: Upload an audio file
If you prefer, you can use your phone or laptop’s built-in voice memo app to record your dictation. You can then upload the audio file with these steps:
Go to my.jumpapp.com and click New Meeting.
Choose Upload meeting audio.
Drag or select the proper file to the provided field to upload the dictation audio.
How to process the dictation notes
Once the dictation audio has been captured or uploaded to Jump using one of the above methods, it must be processed as a Dictation / Voice Memo meeting to generate notes in the expected format.
Jump will automatically process the notes as a certain meeting type based on the context of the discussion, though it may not always choose correctly. (Don’t worry, you’ll be able to reprocess the notes with the correct meeting type if necessary.)
Within the specific meeting, you can check to see which type it was processed as by reviewing the option that’s selected in the Meeting type dropdown.
If the notes were processed as another meeting type, you can click the Reprocess icon to generate a pop-up window with a dropdown of all the available meeting types.
From there, you can select Dictation / Voice Memo then Reprocess now. Note that it may take a few moments for processing to complete before the dictation notes are available to you.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]