Open Multimedia Embed
Open Multimedia Embed from the dashboard and locate Audio, Images and Videos. Review recovered contents before adding material.
User manual / Record and recap
Organise audio recordings, images and videos to consult while working with a client. Check the tool’s selector before adding contents.
Prepare the collection · Record and retain audio · Add images · Add videos · Retain and remove contents
Check the client and recovered contents.
Open Multimedia Embed from the dashboard and locate Audio, Images and Videos. Review recovered contents before adding material.
Use the tool’s selector to retrieve the person’s collection. Changing the top-bar client does not replace this selection or transfer material.
Check their record in Clients and reload the tool. General multimedia is for general contents; choosing a person later does not reassign it automatically.
Check the result before leaving.
In Audio, select the record button and grant microphone permission. Check Recording and the timer. Keep the same client selected while recording and saving.
Check the message, device and site permissions. Retry and check recording status before speaking.
Select the button again to stop. Wait for the recording to appear in the list with duration and size. Play it to check the sound.
Select Download on the recording and check the file. This audio belongs to the local collection; it does not load into Recaps automatically. If needed there, choose the downloaded copy.
Check files and gallery.
Open Images. Choose a file, drag it to the indicated area or paste an image from the clipboard while on this tab. Use PNG, JPG or WebP up to 2 MB per file.
Read the message and check size and format. Retain the original and prepare a compatible copy before adding it again.
Check the thumbnail and filename. Select the image to open the copy and check readability. Retain original files outside the collection.
Check links and playback.
Open Videos, enter a name and paste a compatible YouTube, Vimeo or Loom address. Select Add. The tool retains the link; it does not upload a video file.
Complete both fields and check that the address belongs to the intended video before adding it.
Use the video’s playback or sharing address. A local file address or another site’s address does not automatically become an embedded video.
Check the name and play the embedded video. If the site requires access or prevents embedding, check the original link and its permissions; seeing it in the collection does not guarantee another person can access it.
Check saving and deletions.
Retrieve the collection in the same browser, client and language. Spanish and English have separate data. Downloading and retaining originals keeps copies outside the browser.
Do not assume the latest file saved just because it appears on screen. Download recordings and retain originals before removing older items or reloading.
Stop any audio and check saving before choosing another person. The selector retrieves their own collection; it does not copy the previous person’s material.
Use Delete on audio or × on images and videos. Read the confirmation and accept only after retaining what is needed. Removing a video reference does not delete the video from its hosting site.
The collection is local and separate by client and language. Adding contents does not publish them in the client’s space.