Files

What you see on this tab

A grid of file cards. Recordings and transcripts appear here automatically once the post-session processing is complete. Manual uploads also appear.

Upload a file

1. Click + Upload.
2. Drag and drop files into the upload zone, or click Browse.
3. Wait for the upload to complete. The file appears in the grid.

Download the recording

1. Click the recording card to open the preview.
2. Click the download icon to save the file to your computer.

Share with the client

1. Click the three-dot menu on the file card.
2. Pick Share with client. The file becomes visible in the contact's portal session view.