How to Use the Filenote AI App (iPhone)

Welcome to the Filenote AI iOS App!

This app is designed to help you easily capture in-person meetings, ensuring all your important client conversations are securely recorded, uploaded, and processed into actionable file notes.

TABLE OF CONTENTS

• Active Filenote AI Users (with subscription)
• Instructions for Using the Mobile App
  • Step 1 — Set up your device for recording
  • Step 2 — Record your meeting
  • Step 3 — Save or upload your recording
  • Step 4 — Manage and combine recordings in your List
  • Step 5 — Upload existing phone recordings
  • Step 6 — Adjust your audio quality settings

Active Filenote AI Users (with subscription)

Download the Apple iOS app through the Apple App Store:

After downloading the app, simply sign in using your Microsoft credentials.

This article will guide you through recording meetings, managing your files, working offline, and adjusting your app settings.

Instructions for Using the Mobile App

Here is a step-by-step guide to mastering the Filenote AI app:

• Step 1 — Set up your device for recording
• Step 2 — Record your meeting
• Step 3 — Save or upload your recording
• Step 4 — Manage and combine recordings in your List
• Step 5 — Upload existing phone recordings
• Step 6 — Adjust your audio quality settings

Step 1 — Set up your device for recording

To ensure an uninterrupted recording experience, we highly recommend putting your iPhone on 'Do Not Disturb' mode before starting. This prevents incoming phone calls from interrupting the app's access to your microphone.

Step 2 — Record your meeting

Starting a recording is simple and intuitive.

• On the primary Record screen (Home), you can first select your preferred audio input using the microphone dropdown menu at the bottom.

• Click the large blue Start Recording button.

  

• While recording, you have full control: you can Pause at any time, Resume, or Stop the recording when the meeting is finished.

  

Step 3 — Save or upload your recording

Once you tap Stop to end your recording, you will be presented with a few options:

• Save: This saves the recording locally to your iPhone. This is the best option if you currently lack Wi-Fi or cellular reception and plan to upload the file later.

• Upload: This immediately saves the file and prompts a pop-up window. Here, you will be asked to select a Workflow Type and a Client Name (you also have the option to hit + Add New Client if needed).

  

Step 4 — Manage and combine recordings in your List

Navigate to the List tab at the bottom of your screen to view all your recordings.

• Here, you can easily see the status of each file (whether it is marked as "Uploaded" or still pending). You can also use the Pending uploads only toggle at the top to filter your view.

• Combining Recordings: If you have more than one recording for the same client (e.g., a meeting was split into two parts), you can combine them. Simply long-press on a recording, check the boxes for any other recordings you wish to combine, and tap Combine. You will then be prompted to select the workflow and client before uploading. You can also re-order your recordings.

  

Step 5 — Upload existing phone recordings

If you previously recorded a meeting using a different app on your iPhone, you can still bring it into Filenote AI.

• Tap the Upload tab in the bottom navigation bar.

• Select Choose Files to browse your iPhone's local storage.

• Select the relevant audio file. Once uploaded, it will be moved directly into your List tab where you can assign a workflow and client to trigger the output generation.

Step 6 — Adjust your audio quality settings

You can customise how much storage space your recordings take up by adjusting the audio quality. Navigate to the Profile tab and under Preferences, tap Audio quality.