Record an arrangement conference

Use conference recording only through the firm's approved process. The settings determine transcription and audio retention.

Make the recording

1. Open Conference on the case and select Record the conference.
2. Review the announcement shown.
3. Select Start recording and read the announcement aloud into the recording.
4. Confirm I have read this aloud.
5. At the end, select Stop and save.
6. Check the saved recording and transcription status.

Use Stop and keep nothing to abandon an unfinished recording. Do not assume a pending transcript means the audio was not saved.

Review before drafting

If obituary drafting is enabled, open Review for drafting. Read and edit the proposed notes, removing information that should not be used for a public obituary. Select Approve for drafting only when ready.

Use Draft the obituary, review the result, and choose Put this on the obituary or Discard. Applying a draft does not replace reviewing and publishing the final notice.

Configuration and retention

The owner configures transcription, retention and drafting under Settings → Security & data → Data & recordings → Recorded arrangement conferences.

If no transcription service is configured, recordings remain untranscribed. Audio is subject to the retention period shown in settings. The conference record remains after audio expires.

For connection problems during a meeting, use the paper workflow.