How do I set up and use the Steno Connect App for Zoom?

The Steno Connect app for Zoom offers innovative exhibit handling all within the app. Just install the Steno app from the Zoom Marketplace and start seamlessly presenting your exhibits.

Table of Contents

  1. How to install the Steno Connect app (user guide)
  2. How to figure out who your Zoom account admin is
  3. How to enable the Steno Connect app in Zoom (admin guide)
  4. How to pre-approve the Steno Connect app in Zoom (admin guide)
  5. How to use the Steno Connect app in the Zoom desktop client
    1. Uploading Exhibits
    2. Marking Exhibits
    3. Previewing and Presenting Exhibits
    4. Annotating an Exhibit
    5. Rotating an Exhibit
    6. Renaming and Deleting Exhibits
    7. Exhibit Sharing with a Browser
    8. Inviting Participants to the Steno Connect App for Zoom
    9. Supported File Types & File Sizes
    10. Start and End Times
  6. Uninstalling the Steno Connect app for Zoom

 

How to install the Steno Connect app (user guide)

You can install the Steno Connect app for Zoom by clicking here or by doing the following:

  1. Open up Zoom and click the "Apps" tab in the header
  2. Click "Add Apps", then type "Steno Connect" in the search bar
  3. Click the "Get" button next to the Steno Connect App
  4. Click "Add"
  5. Once added, users can authorize the Steno Connect app for Zoom via the installation flow.

  6. Once authorized, the app will redirect users into their Zoom desktop app and show the newly installed Steno Connect app. Note that they will need to be logged into their Zoom account to add the app

Note: For Zoom Business and Enterprise plans, an admin may need to pre-approve the Steno Connect app for use in your organization.

Click the Request pre-approve button to request access from your company’s Zoom admin.

 

✏️ Check out the admin guide below to see how Zoom Admins can enable the experience for their users.

 

How to figure out who your Zoom account admin is

If you are having trouble identifying your account admin, you can:
  1. Login with your account here
    1. You may need to sign in via SSO to login correctly
  1. Select Account Profile in the left side bar, and look for the email address under "Account Owner"

How to enable the Steno Connect app in Zoom (admin guide)

Enable Discovery of Apps:

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation panel, click Account Management then Account Settings.
  3. Click the Zoom Apps tab.
  4. Verify that Zoom Apps Quick Launch Button is enabled. This allows users on your account to see the Zoom Apps button mceclip0.png on the desktop client. 
  5. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Turn On to verify the change.

In addition, Zoom has additional documentation on how to enable Zoom apps only for specific groups or users. For more visit the Zoom help center here

Screen Shot 2023-07-13 at 12.23.40 PMThis will enable Zoom Apps in the top bar in Zoom’s main client and the bottom bar in meeting clients for users of your account.

How to pre-approve the Steno Connect app in Zoom (admin guide)


If you are a Zoom admin for a Zoom Business or Enterprise plan, you may need to pre-approve the Steno Connect app here in order for users to have access to it. 

Screen Shot 2023-07-13 at 12.27.17 PM
*Pre-approving the Steno Connect app

Selecting users on the account that can install the app

In addition to pre-approving the Steno Connect app, you can select which users or groups are able to install it. 

Screen Shot 2023-07-13 at 12.30.03 PM
*Selecting users and groups that can install the Steno Connect app

Once you have approved the Steno Connect app and installed it on your company account, users will be able to access and install from the Zoom client.

See Zoom’s documentation for more information.


 

How to use the Steno Connect app in the Zoom desktop client


Once authorized the app will redirect you to your Zoom desktop client and show the newly installed Steno Connect app. Note that you need to have the Zoom desktop client (Version: 5.7.3 or higher) installed and be logged into your Zoom account to add the app.

Uploading Unmarked Exhibits

Users can upload exhibits by clicking Select Files From Computer or by dragging files into the drop zone.

Important: If a user doesn't sign in with their Firm Dashboard credentials on Steno Connect for Zoom, then they will NOT see their unmarked exhibits across different devices. The only way for a user to see their unmarked exhibits across devices is by signing into their Firm Dashboard account on each device.

You can view this article for more information

Marking Exhibits

To mark an exhibit, please click preview next to the unmarked exhibit 

Previewing an exhibit means that users are opening up a file within the app, without sharing their screen to other participants.

  • After previewing the exhibit, if you are ready to mark it, please click the introduce exhibit button

Once the introduce exhibit button is clicked, the app will require users to label the exhibit.

  • It will auto-suggest a number based on how many files have been uploaded before it. Users can override this suggested number.
 
Once users click Yes, Introduce Exhibit they will see the exhibit moved to the Marked Exhibits section.
 

Presenting Exhibits

If users click the Present Exhibit button next to the marked exhibit file, they will be sharing the opened exhibit to the rest of the Zoom participants.


 
 

Annotating an Exhibit

  • Zoom participants can annotate marked exhibits after selecting present

    • IMPORTANT: Only the user who is presenting the exhibit can annotate the exhibit. This means that the user has to have the app installed or be using guest mode to annotate.

  • After clicking present, the user will see a new annotation icon

  • When selecting the annotation icon, the presenting participant will see the following features:

    • Color picker

    • Opacity selector

    • Weight selector


    • Undo

      • They can also undo by selecting command + Z

  • Once an annotation is made, the presenter can select the save annotated exhibit button - allowing them to mark the annotated exhibit as any name they like

 
 
 

Rotating an Exhibit

  • In Present and Preview mode, there are two new rotation arrows (rotate left/right) in the header

  • When the user is in preview mode for the first time following the release of the feature, they will see the following coach mark, ensuring they're aware of the new tool.

    • Once the coach mark is closed, it will never be shown to the user again


  • Once the user rotates a page, exits preview/present mode, then previews/presents the same exhibit again, their previous rotations will be saved.

  • IMPORTANT: Rotation changes are only saved when the user presents/previews. If someone downloads a previously rotated exhibit, those rotation changes will NOT be saved to the downloaded exhibit.

    • However, if the user rotates an exhibit in presentation mode, annotates it, then click save changes, they will be required to mark the exhibit as a new exhibit (since it included an annotation).



     

  • IMPORTANT: The rotating feature will only rotate the page that user is currently on. If there are multiple pages that need rotating, then the user will need to scroll to each page and rotate it before clicking save changes

 

Exhibit Sharing with a Browser

After signing to enter the Zoom room, if a user does not have the Steno Connect app installed, they can re-visit the sign in page to upload and access shared exhibits.

 

The browser version of the Steno Connect app functions almost the same way as the installed Steno Connect app version. However, users will need to click Present and then click Screen Share from the Zoom room to make sure other participants see the exhibit they are presenting in the browser version.

Renaming, Downloading and Deleting Exhibits

  • In the web app or Zoom client, if the user clicks on the ellipsis next to a marked exhibit, they will have the option to Rename, Downloador Delete an exhibit

  • IMPORTANT: Only the user who marked the exhibit can rename or delete it.

     

Inviting Participants to the Steno Connect App for Zoom

  • Only participants with the Steno Connect app installed can invite other participants
  • Users with the app installed can invite users by clicking the invite button at the top of the app
  • They then select who they want to invite and click the invite button
  • The invitee will then receive an invite notification. Once accepted, they will have access to the Steno app on their right side-rail
  • If participants joined after the invite was sent out, the installed app user will have to re-invite the new participants

Supported File Types & File Sizes for Presenting & Previewing

  • Below are the list of supported file types for presenting & previewing within the App:
    • PDF (Portable Document Format)
    • PNG (Image)
    • JPG/JPEG (Image)
    • TIF/TIFF (Image)
    • DOC/DOCX/DOTX/DOCM (Word Document)
    • PPT/PPTX/PPTM (PowerPoint Presentation)
  • All other file types can be uploaded and marked, they just can't be presented/previewed within the Steno Connect App. 
    • For files that aren't supported for direct presenting or previewing within the Steno Connect App, we recommend opening these files on your computer. You can then utilize Zoom's screen share feature to present the content to all participants.
  • Users can upload exhibits up to 5 GB, however, they can only use presentation mode for file sizes up to 50 MB 
 

Start and End Times

  • Users will be restricted from entering the Zoom room until an hour before the scheduled start time. This means that they cannot upload and mark exhibits until an hour before the start time as well.
  • The room and exhibit page will close 24 hours after the job start time

Uninstalling the Steno Connect app for Zoom

  1. Login to the Zoom App Marketplace at https://marketplace.zoom.us/user/installed.
  2. Click the Steno Connect App.
  3. Click the Uninstall button.