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IMPORTANT:If you do not create a meeting, you will not be able to record the appointment with your client. Calls do not allow you to record.

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IMPORTANT:When recording, it automatically starts transcribing the meeting as well. We do not want the meeting transcribed. Click the ellipsis again and select Stop Transcribing. 

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  1. When you need to end the recording, click the ellipsis then click Stop recording.

  2. The recording is then saved to Microsoft Stream, it may take a few minutes to process.

    1. Click In the Chat of the Teams meeting/appointment, click the ellipsis … next to the recorded meeting once it loads.

    2. Select Open in Stream.

Video Appointments: Downloading a Teams Meeting Recording

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  1. As soon as it's downloaded onto the R: drive, immediately delete the recorded video from MS Stream:

    1. Click the meeting name in the top-left corner.

    2. Click the Location - specifically, the folder where the video is saved.

  2. Select the video then click Delete.

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  3. If you attempt to open the recording again it will present this webpage: 

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