Counsel Role Explained

A User who has not been invited to a deposition can use the Request to Join Feature. For more information please see How-to Use the Request to Join feature (Attendee)


Quick Take: This article will explain what features are available to you as a part of the Counsel within your virtual deposition platform.

Instructions

  1. As a Counsel attendee, you participate with either audio-only or with video and audio depending on the needs of the deposition

    1. The Host has the ability to change how a Counsel participates

      1. If a Co-Host is in the same organization as the Host, they will also have the ability to change how a Counsel participates

    2. To turn off your video or audio feed when participating in the video role, click on the corresponding icon shown below

      1. If you are joining as an Audio Only attendee your Video On/Off button will be disabled

         

    3. All attendees have the option to use the “Background Blur” Feature. This feature adds Background Blur to the video

      1. Click on the '3 dots' context menu located next to the 'Red Telephone' icon

        1. Click “Blur My Background”



    4. You have the option to use the ‘Pop-out’ Feature on any attendee in order to bring their video feed into a new window. Please see How-to use the Pop-out Feature for more information

  2. You can privately view and introduce exhibits on the record in the ‘Exhibit Panel’ located to the right of your screen

     

     

    1. The virtual deposition platform supports .PDF, .PNG, .JPG, .XLXS, .DOCX, and .PPTX file types

    2. For information on how to update file types, see the following link: Converting Old Office File Types to Supported File Types

  3. You can upload an exhibit by clicking the orange ‘Exhibit’ button to the right of your screen

     

     

    1. Once an exhibit has been uploaded, it will appear in the “Exhibits List” tab

    2. Click on the 3 Dot ‘options’ button next to the Share button

       

    3. To view the exhibit before sharing it, select the “Private View” button

      1. Uploaded exhibits may be stamped prior to sharing the exhibit. For more information please see How-to Stamp an Exhibit

    4. To delete the exhibit before sharing it, select the “Delete” button

       

  4. To share the exhibit, select the “Share” button

     

  5. You can delete a shared exhibit by clicking the 3 Dot “Options' button

    1. Select the “Retract” button

       

    2. Once an exhibit has been retracted, it will show “Retracted” in your exhibit list

      1. The exhibit will no longer appear for other users

         

         

    3. Click the 3 Dot 'Options” button and select “Delete” to delete the file

       

Once the exhibit has been shared, you must close the shared document before it can be Retracted


6. When you introduce a new exhibit to the deposition, you will be brought to the “Live Exhibit” tab automatically

a. You have the ability to annotate the exhibit using the various tools available

b. To learn more about the exhibit tools and permissions click on the following link: How-to Use the Annotation Tools Within the Live Exhibit Tab and How-to Use Exhibit Permission Controls


7. The “Screen Share” feature allows you to share your screen with all of the attendees.

a. A “Privacy Shade” will be enabled when you start a Screen Share. Please see How-to Screen Share within a Deposition

 

8. You also have the ability to use the dial-in feature, which provides Dial-In users access to the deposition. Please see How-to Connect the Dial-In Feature for a Deposition

a.Click on the 3 dots next to the 'Red Telephone' icon

i.Click ‘Use Phone For Audio’

 

ii. A pop-out window will appear which will provide the dial-in number and PIN as well as a QR code that can be scanned with a smartphone

 

b. Once you have successfully dialed in, your name will appear at the top of the video screen

i. Joining ‘Using Phone for Audio’ will automatically mute the speakers and mic

ii. Once the call has been disconnected, the speaker and mic will automatically unmute

8. In the deposition room, you have the ability to modify your Camera and/or Microphone-in use.

a. To access this, start by selecting the 3 dots next to the ‘Red Telephone’ icon

b. This will open a drop-down menu, click on “Device Settings”

 

c. A pop-up window will appear giving you the option to change your Camera or Microphone preference. Click “Apply Change” when done.