Installation

Link Zoom Account with Marsview Notes Application in under a minute.

Marsview integration with Zoom

Overview

Marsview is an installable note-taking web application offered on Zoom App Marketplace under the Transcriptions category of apps. In this section, you will learn how to integrate Marsview app with Zoom to transcribe and generate rich notes for all your meetings.

How to set up Marsview Live Notes for Zoom

Steps

Tasks

Who has to perform this task?

Step 1

Zoom administrator

Step 2

Zoom administrator

Step 3

Zoom host user

Step 4

Zoom host user

Note:Zoom administrator needs to perform Step 1 and Step 2 once. • Each Zoom host user needs to perform Step 3 and Step 4 only.

Step 1: Pre-approve Marsview in Zoom Marketplace

This step needs to be performed by the Zoom administrator only once for the entire organization.

  1. Sign in to the Zoom Marketplace.

  2. Go to Marsview Live Notes for Zoom

  3. Turn on Pre-approve.

  4. In the Who Can Install tab, turn on Allow all users on the account with the required permissions to install this app.

Step 2: Allow LIVE Streaming in Zoom (in Admin settings)

This step needs to be performed by the Zoom administrator only once for the entire organization.

  • Sign in to the Zoom web portal.

  • Under Admin, click Account Management, and then click Account Settings.

  • In the Meeting tab, configure the following settings:

    1. Allow live streaming meetings: Enabled

    2. Custom Live Streaming Service: Enabled

    3. (Optional) Enter "Marsview Notes" in the text box

  • Under Personal, click Settings.

  • In the Meeting tab, configure the following settings:

    1. Allow live streaming meetings: Enabled

    2. Custom Live Streaming Service: Enabled

    3. (Optional) Enter "Marsview Notes" in the text box

Step 3: Allow LIVE Streaming in Zoom (in Personal settings)

This step needs to be performed by the Zoom host user only once per Marsview account.

  1. Sign in to the Zoom web portal as a meeting host.

  2. Click Settings.

  3. In the Meeting tab, configure the following settings:

    1. Allow live streaming meetings: Enabled

    2. Custom Live Streaming Service: Enabled

    3. (Optional) Enter "Managed by Marsview Notes" in the text box

Step 4: Connect Marsview app to Zoom

This step needs to be performed by the Zoom host user only once per Marsview account.

  1. Log in to notes.marsview.ai, then click Integration in the left panel.

  2. Look for Zoom and click Connect.

  3. If you are not already signed into Zoom, you would be prompted to sign in.

Click Authorize to connect Marsview to Zoom.

That's it! you are now connected to Zoom. Click on Continue with Zoom to schedule a new meeting via the Zoom web portal and test out your connection.

To learn more on how to use Marsview Live Notes for Zoom go to Usage Guide.

If you are unable to connect Marsview to Zoom, please ask your Zoom admin to check the following ...

If you are unable to perform Steps 3-4, please ask your Zoom admin to perform Step 1 and Step 2 as mentioned above.

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