Live Note allows users to start a new LiveLink session, or schedule a LiveLink meeting from the LiveLink folder in drive along with the ability to create LiveNotes in a new system folder called LiveNotes, this LiveNotes can also be created in User Space in a predefined folder. Users can also create LiveNotes on Sketch Files and also when in Map mode with the ability to add LiveNotes as an attachment.


LiveLink Folder

  • User, when in LiveLink folder in Drive can now be able to:
  •  Start a LiveLink meeting session
  • Schedule a Livelink session using the FAB (+ Button) button.

Start LiveLink Session

  • Any User having access to the LiveLink folder, will see a '+' button at the bottom right hand corner with 2 options when clicked on :
  1. Start LiveLink - Allows to start a LiveLink session with one or more members.

  2. Schedule Session - Allows to schedule a LiveLink session.

  • Users who select the 'Start LiveLink' option is displayed the 'LiveLink' Pane allowing them to modify the user(s) and then click on the 'Start LiveLink' button to initiate the LiveLink call. All the existing functionalities of handling the call remain as is.


 

 


Schedule LiveLink

  • User clicks on the '+' button.
  • Selecting 'Schedule Session' option, displays the 'Calendar View' in the 'LiveLink' Pane.

 


  • Users can create the session by selecting the date, time, users, recurring, Agenda etc. for the meeting and schedule the session.

 

 

  • All the existing functionalities of handling the call remain as is.


Sharing a recording

  • Like any other file, users can select a LiveLink recording and share it by clicking on the 'Share' toolbar icon. Upon sharing, the users will get a shared file notification and clicking on the notification link will navigate the user to the file in the folder under drive.


Phone Screens for LiveLink Drive Folder Options


The functionality of the feature remains the same as the desktop version.  




 Tablet Screens for LiveLink Drive Folder Options


The functionality of the feature remains the same as the desktop version.







Create LiveNotes as attachment in Item Properties Page


A LiveNotes can be created and attached to an Item Properties Page of a SmartApp. Users can navigate to the 'Attachments' tab of the LiveNotes to do so. Users can also add a LiveNotes to a new Smart Item being created or an existing smart item by process below.

  • Open an existing smart item from an app.
  • Navigate to the 'Attachments' Tab and click on the '+' button. The screen displays a new option 'LiveNote' along with the existing options as shown below.

 


  • Select the 'LiveNote' option to see the Information popup "You are about to start a new LiveNote, It would record all the audio/ video during the session...…."

 

 

  • User clicks on the ‘Yes’ to record the session and end it and gets added as an attachment.



LiveNote saved under App Files Folder

  • Any 'LiveNote' created in the 'Attachments' tab of a smart item for a specific Smartapp, will be created in a folder with same name as that of the Smartapp under the 'Apps Files' folder in Drive.


 

  • Here, in our scenario,  'LiveNote' recording was created for an item that belonged to 'Tasks' Smartapp. Hence, this file is visible under the location 'Drive → App Files → Tasks'



LiveNote from Item Properties Page - Phone


The functionality of the feature remains the same as the desktop version.




LiveNote from Item Properties Page - Tablet

The functionality of the feature remains the same as the desktop version.




Create LiveNote in User Space  Folder in Drive


In Drive, a new folder by name 'LiveNote' will be available to users. Users can create LiveNotes under this folder by clicking on the '+' button. These can be later shared by selecting the LiveNote file and clicking the 'Share' toolbar icon.

  • User navigates to Drive and clicks on the 'User Space' folder.

 

 


  • A new folder 'LiveNote' is available to the user. User clicks on this folder to navigate inside the folder.

Note: This is a system folder and cannot be deleted.


 

  • Under the LiveNote Folder, User clicks on the '+' option and selects the 'LiveNote' option, with Information popup "You are about to start a new LiveNote, It would record all the audio/ video during the session...…." User clicks on the 'Yes', records the session and ends it. It gets added as a file with file Type = LiveNote.


  • Once User ends the recording, a popup is displayed with a message "Would you like to share this LiveNote with other team members?" Yes / No.


 

  • User clicks on 'Yes' and the 'Share' popup is shown to the user.

  • All the users with whom the LiveNote is shared will receive the standard share file notification.

 


Grid View under the LiveNote Folder:


  • LiveNote Videos will be displayed here with the columns as shown when the user switches to grid view.



Share LiveNote from User Space


By Default, A LiveNote created in the LiveNote folder under User Space' folder will not be shared with any other user(s). User who creates the LiveNote under his user space will have to select the file and share it with other members as shown below.

  • Users can share it with members using the 'Share' toolbar icon and select one or more LiveNote files and click on the 'Share' toolbar icon to get the standard 'Share' user interface. 

  • Select the users to share the LiveLink file(s) and click on the 'Share' button. A notification is triggered to the shared users.


Note: Based on the buttons enabled / disabled, users can create an audio session, a video session with screen sharing, or a video session with the camera ON. LiveNote is allowed to be created ONLY inside the LIVENOTE folder


LiveNote from Users Space - Phone


The functionality of the feature remains the same as the desktop version.




LiveNote System Folder - Tablet


The functionality of the feature remains the same as the desktop version.




LiveNote in Sketch

  • Users can open a file in Sketch and add a link on them. Different types of links are supported. Now, users are allowed to add a LiveNote Link on Sketch. Users can either create a new link on the sketch or add an existing one by picking one.

Add Existing Option

  • User opens a Sketch file. In the left pane, User clicks on the 'Add Link' icon. 


  • Clicking on the canvas where the link is to be placed users are displayed the 'Link as Symbol' popup upon selecting 'Add Existing' user needs to click on the 'Link Type' field. Along with the other linking options, a new option 'LiveNote' is displayed. User selects the 'LiveNote' option. The 'Select' dialog is displayed to link a LiveNote file.

 

Note: All LiveNote recordings (for which the user has access to) will be displayed in this popup. User can either add an existing LiveNote file under User Space folder or the LiveNote System folder by navigating to the folder and picking it

  • User clicks on the 'Add Link' button on the popup and the Link gets added on Sketch as shown below.


  • On hover on the link, the name of the file is displayed in 'BLUE' color, as a hotlink.


  • Clicking on the hotlink, plays the recording in the standard player. 


Add New Option


  • User opens a Sketch file ,In the left pane, the User clicks on the 'Add Link' icon. clicking on the canvas where the link needs to be placed is displayed the 'Link as Symbol' popup Select 'Add New' and then click on the 'Link Type' field the Information popup "You are about to start a new LiveNote, It would record all the audio/ video during the session...…."


  • User clicks on 'Yes' and the LiveNote session starts. After recording, the user ends it by clicking on the  End Call' icon. 
  • Users are shown a popup to name the LiveNote. 'Name' field will be  pre-filled with a name as shown in the mockup. (user can modify it, if required and add description). User clicks on 'Save'
  • The newly created  'LiveNote' Link is placed on  Sketch. On hover, it shows the name of the file. with File type and creation Date/time and creator name, as shown below.
  • The name of the LiveNote file is a hotlink. Clicking on it will open the file in the standard viewer as shown below.

Note: The name of the file is the same as defined before "Username mm-dd-yyyy hh-mm". Users can change it during creation in the popup.


 

Links Widget to have LiveNote Filter

  • Users can select this filter and all the LiveNotes added on the file will be displayed on the file.


 

  • Users can further search for a specific LiveNote using the search option.


  • Clicking on the LiveNote filename link will open the LiveNote in standard viewer and play it.



LiveNote on Sketch - Phone - Add Existing


The functionality of the feature remains the same as the desktop version.




Add New


The functionality of the feature remains the same as the desktop version.



Links Widget Screens - Phone:


The functionality of the feature remains the same as the desktop version.



LiveNote on Sketch - Tablet - Add Existing


The functionality of the feature remains the same as the desktop version.



Add New


The functionality of the feature remains the same as the desktop version.



Links Widget Screens - Tablet


The functionality of the feature remains the same as the desktop version.



LiveNote in Map Mode


LiveNotes can be added in Map mode. Users can do it by using the new option available from the '+' button.


Add Existing

  • User navigates to Map Mode and clicks on the '+' button and selects the 'LiveNote' option then clicks on the canvas where the link needs to be placed.

 

  • The 'Link as Symbol' popup is displayed, allowing the selection of 'Add Existing'. Clicking on the 'Link Type' field. Along with the other linking options, a new option 'LiveNote' is displayed.


  • User selects the 'LiveNote' option. The 'Select' dialog is displayed to link a LiveNote file.

Note: All LiveNote recordings (for which the user has access to) will be displayed in this popup. Users can either add an existing LiveNote file under the User Space folder or the LiveNote System folder by navigating to the folder and picking it.


  • User clicks on the 'Add Link' button on the popup and the Link gets added to Mao as shown below.
  • On hover on the link, it shows the name in 'BLUE' color, as it is a hotlink. User clicks on the hotlink and it plays the recording in the standard player. 


LiveNote on Map mode - Phone 


Add Existing


The functionality of the feature remains the same as the desktop version.



Add New


The functionality of the feature remains the same as the desktop version.




LiveNote on Map mode - TabletAdd Existing


The functionality of the feature remains the same as the desktop version.



Add New


The functionality of the feature remains the same as the desktop version.




How To ?:

How to access live link

How to kick off a LiveLink

How to Access Live link - Agenda

How to Invite Users to a LiveLink

How to view previous sessions in LiveLink

How to Access LiveLink Videos Folder in Drive

How to create a Group in LiveLink

How to Live Chat a Team Member

How to Livelink a Team Member


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Safety Onboarding Flyer

 

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Last Updated: Aug-08-22