How to Set Up and Use the Steno Connect App for Zoom

The Steno Connect app for Zoom offers innovative exhibit handling within one easy-to-use app. Add the Steno Connect app from the Zoom Marketplace and start seamlessly presenting your exhibits.

Table of Contents

How to Add the Steno Connect App

1. How to Add the Steno Connect app (user guide)
2. How to Find the Zoom Account Admin
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. Uninstalling the Steno Connect app for Zoom

How to Use the Steno Connect App

1. How to Open the Steno Connect App in Zoom
   1. How to Set the App to Auto-Open in Meetings
2. Inviting Participants to the Steno Connect App for Zoom
3. Uploading Exhibits
   1. Supported File Types & File Sizes for Presenting & Previewing
   2. Rotating an Exhibit
   3. Sorting Exhibits
4. Marking Exhibits
5. Previewing and Presenting Exhibits
   1. Annotating an Exhibit
   2. Renaming, Downloading, and Deleting Exhibits
6. How to Use the Steno Connect Web App
   1. Accessing the Steno Connect Web App
   2. Steno Connect Web App Features & Functionality
   3. Exhibit Sharing with a Browser
7. Start and End Times
8. Additional Resources

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How to Add the Steno Connect app (user guide)

Add the Steno Connect app to the Zoom Workplace app by clicking here or following the steps below.

1. Open the Zoom desktop client and click the Apps tab in the header.
2. Click Add Apps, and type Steno Connect in the search bar.
3. Click the Get button to the right of the app name.
4. The Get button will become Add once clicked. Click Add to continue the process.
   

5. Once added, confirm by clicking the Allow button.
   

6. Once added, the original Get/Add button will now show as Open. 

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How to Find the Zoom Account Admin

1. Log into the Zoom account by clicking here.
   1. Signing in via SSO may be necessary.
2. Select Account Profile in the left sidebar, and look for the email address listed next to 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  on the Zoom Workspace app.
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 enabling Zoom apps only for specific groups or users. For more information, visit the Zoom help center here. 

This will enable Zoom Apps to be in the top bar of Zoom’s main client and the bottom bar when 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 for users to access it. 

*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 can install it. 

*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 can access and install it from the Zoom client.

See Zoom’s documentation for more information.

Unauthorizing 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 Remove button.

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How to use the Steno Connect app in the Zoom Workspace app

Once authorized, the app will redirect you to your Zoom Workspace app and show the newly installed Steno Connect app.

How to Open the Steno Connect App in Zoom

To open the Steno Connect App, click the Apps button at the bottom of the Zoom Meeting Window. If 'Apps' is not visible, click More  to find and select Apps.

A side panel will expand on the right of the Zoom meeting room, displaying all Zoom Apps under the My Apps tab. After successfully installing the Steno Connect app, it will appear among the other Zoom apps (if applicable).

Click on Steno Connect, and the app will open on the right-side panel of the Zoom meeting room.

How to Set the App to Auto-Open in Meetings

To open the Steno Connect App automatically when entering a Zoom meeting, click the three dots (...) at the top right of the opened app window and select Auto-open in meetings from the drop-down menu.

Alternatively, go to the Apps tab at the top of the Zoom window when first opening and logging into the Zoom Desktop Client, click the three dots next to Steno Connect, and select Auto-open in meetings.

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 panel.

• If participants joined after the invite was sent out, the installed app user must re-invite the new participants.

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Uploading Unmarked Exhibits

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

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

You can view this article for more information.

Supported File Types & File Sizes for Presenting & Previewing

• Below is 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.

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, and previews/presents the same exhibit again, their previous rotations will be saved.

• 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).

Exhibit Sorting

• Users have the ability to sort unmarked and marked exhibits by clicking the sort files option in the top right corner of the respective exhibit section.

• The available sort options are shown below:

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Marking Exhibits

To mark an exhibit, 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 with 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 the number of files 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.

Previewing and Presenting Exhibits

By clicking the Present button next to the marked exhibit file, users will share the selected exhibit with the rest of the Zoom participants.

 Annotating an Exhibit

• Zoom participants can annotate marked exhibits after selecting Present.

• 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 (This can also be done by using the keyboard shortcut CTRL + Z (PC) or ⌘ + Z (Mac))

    

• 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

How to Use the Steno Connect Web App

• Though using the Steno Connect app directly from the Zoom platform is preferred, there may be times when a user isn't able to (e.g., joining the depo from an unsupported device such as an iPad, a user's Zoom admin has not yet approved the app, etc.).
• For these times when a user can't access the Steno Connect app, we recommend using the web app version of Steno Connect. 

 

Accessing the Steno Connect Web App

• Users will access the web app once they enter the initial join page screen.

 

Steno Connect Web App Features & Functionality

• The feature parity between the Steno Connect web app and the Zoom app is quite similar. So much so that you can reference the majority of feature explanations listed above when understanding the features provided in the web app. 
• The main difference between the Steno Connect Zoom app and the web app is that the web app does not have the present feature. This means that if a user wants to share an exhibit with the participants, they will have to click the preview button next to the respective exhibit, then click the share screen button from the bottom navigation bar of the Zoom app. 
• IMPORTANT: When screen sharing from the web app, users must click to preview the exhibit BEFORE screen sharing. Additionally, users should stop screen sharing BEFORE they close out of the preview. Not following these instructions could result in screen sharing your unmarked exhibits section that may hold private exhibits.
• Since there's no present feature in the Steno Connect web app, which means there's no ability to rotate exhibits or annotate exhibits in the web app. 
• The lack of a present, annotation, and rotation feature is why we recommend using the Steno Connect Zoom App over the web app.

Exhibit Sharing with a Browser

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

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 Screen Share from the Zoom room to ensure other participants see the exhibit they are presenting in the browser version.

Start and End Times

• Users will be restricted from entering the Zoom room until an hour before the scheduled start time. This also means they can only upload and mark exhibits within the app an hour before the start time.
  • For information on pre-uploading exhibits in advance, please see How to Upload Exhibits Before a Deposition on Steno Connect for Zoom.
• The room and exhibit page will close 24 hours after the job's scheduled start time.

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Additional Resources:

• What is the Steno Connect App for Zoom, and How Does it Replace the Legacy Steno Connect Platform?
• How to Upload Exhibits Before a Deposition on Steno Connect for Zoom
• How Do Admins Manage Users in the Firm Dashboard?
• Book a Live Demo / View our Interactive Demo