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Knowledge Center


Work with documentation
 * Get started
   * Product overview
 * How to
   * Make an XMReality call
   * Use in-call features
   * Work with documentation
   * Download and update XMReality
 * Smart glasses
   * HoloLens 2
   * Realwear
   * Vuzix
   * Iristick
 * Admin & IT
   * Professional & Professional Plus
   * Licensing - Enterprise
   * IT
 * FAQ
   * General
   * Troubleshooting
   * Product updates
 * Integrations



Back to home
 1. Knowledge Center
    
 2. How to
    
 3. Work with documentation

 * Get started
   
   * Product overview
 * How to
   
   * Make an XMReality call
   * Use in-call features
   * Work with documentation
   * Download and update XMReality
 * Smart glasses
   
   * HoloLens 2
   * Realwear
   * Vuzix
   * Iristick
 * Admin & IT
   
   * Professional & Professional Plus
   * Licensing - Enterprise
   * IT
 * FAQ
   
   * General
   * Troubleshooting
   * Product updates
 * Integrations


HOW TO FIND AND MANAGE CALL DOCUMENTATION AFTER A CALL ENDS


CALL DOCUMENTATION CREATED IN THE XMREALITY DESKTOP AND WEB APPS, E.G. NOTES,
SNAPSHOTS, AND RECORDINGS, CAN BE ACCESSED AND EDITED IN THE APP AFTER THE CALL
HAS ENDED.

After a call ends, documentation created during the call can be found in the
History section of the XMReality desktop app on web, Windows and Mac.



By pressing an item in this section, a detailed dialog is opened with call
content and other call information such as start time, duration, participants
and more.



Content is stored locally on the user's device and includes recordings and
snapshots, written notes, and step-by-step instructions. If using the XMReality
app in a web browser (e.g. Chrome, Edge, Safari), call documentation is stored
inside the browser and remains available for 24 hours after the call ends. If
using an installed XMReality desktop app, call documentation is stored inside
the app and remains available for as long as the app is installed.


SEARCH FOR OLD CONTENT

In the full history list, you can search among past calls. Search can be done
for call participants (name and email), call link recipient name, call link
company name, call link reference, scheduled session title and description, and
call notes.


PREVIEW, EDIT AND DOWNLOAD CONTENT

Image snapshots and recordings can be previewed inside the app, by selecting
Call content (1)  in the call details dialog. The images and recordings can be
previewed by clicking them, and downloaded or deleted by pressing the respective
buttons (2) that are presented when hovering an item.

Notes can be edited under Call info, and under each respective steps. Edited
notes are automatically saved.




CREATE PDF REPORT

Call PDF reports can be created after a call has ended from the call details
dialog by pressing the PDF button (3).

If having used a Step by Step instruction it is possible to see the content tied
to each step by selecting a step in the left panel (4).

Image snapshots are connected to one or more steps, and will be included in the
PDF report under the corresponding step headline(s). In the Images to be
included... section (5) it is possible to see the images connected to the step.
Additional images can be connected to the step by selecting the image in the All
images section (6).



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