Who can access this feature?
All Full users
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 via laptop using my.jumpapp.com
If you want to capture a meeting via your laptop, you can use the web browser recorder on my.jumpapp.com. To start capturing, click "+ New meeting" on the top left of the main Jump screen, and select "Capture meeting now."
Jump will start capturing in 3 seconds with a countdown, then you'll see the controls near the top right side of your screen:
Click the red pause button to stop, and click "Submit" to upload it from your computer to Jump for processing.
You can also download the audio before submitting, or delete if the meeting was captured erroneously or the notes are not needed.
Note: If you have an existing calendar event in Jump that you will capture in-person, click into that meeting first at Meetings > Upcoming and then capture via the red button. This will ensure the audio and notes are attributed to the proper client.
Option 2: Capture via the iPhone or Android apps
If you want to capture via your phone, you can use our iOS or Android apps. As with capturing on my.jumpapp.com, there are two ways you can approach this:
Click on the event, and then click the red button, stop the capture at the appropriate moment, and submit.
Click the red button without first clicking into a particular calendar event, thus creating a new calendar event. Then click the button again to stop the recording at the appropriate moment, and submit.
Option 3: Capture a voice memo (or any other audio file) on your phone, and upload it to Jump manually
You can also capture a voice memo of the meeting using your phone, and upload it to Jump later using my.jumpapp.com. Just click the "New meeting" button, and select the "Upload meeting audio" option.
Or, go to an existing calendar event in Jump at Meetings > All past. Click on the specific meeting and navigate to the Meeting notes tab. Here, use the "Select file" button to pull in an audio recording:
Still need help figuring out how to capture in-person meetings with Jump? Reach out to [email protected] for assistance.