Adjust the transcript

Editing a transcript is more than just fixing typos — it’s about ensuring the text accurately reflects the conversation and reads smoothly. Whether you’re correcting misheard words, rephrasing unclear sentences, or assigning the right speaker to each section, small edits can make a big difference in clarity and professionalism.

Quick Navigation:

1. How to edit transcripts
2. Reassigning Speakers
3. Reviewing and Finalizing

1. How to edit transcripts

1. Open the desired appointment.

Figure 1: Choose your appointment

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You can also edit your recordings in the Recordings tab. This allows you to make adjustments directly from your list of saved recordings without opening the associated appointment.

2. Select the Transcript tab, depending on what you want to edit.

3. Hover over the part of the transcript you want to change.

4. A pop-up will appear — click the pen icon to start editing.

Figure 2: Start editing by clicking the pen

4. A free-text field will appear where you can edit the content.

5. Save your changes.

Figure 3: Save your changes

2. Reassigning Speakers

If a sentence is assigned to the wrong speaker due to poor audio quality or overlapping speech, you can manually change the speaker name for any sentence or text block.

To reassign a speaker:

1. In the desired sentence, click the displayed speaker name. A text field will appear where you can enter the correct name manually.

2. Click Save after making the change.

Figure 1: Edit speaker name and save.

3. A prompt will appear asking if this name should be applied throughout the entire transcript:

   • Only change this one block: changes the name only for the selected text block.
   • Apply to all blocks: Assigns this name to the same speaker throughout the entire transcript.

Figure 2: Select where the name should be adjusted.

4. You will then be asked if the summary should be regenerated with the updated speaker information:

   • No, keep current summary: Keeps the existing summary.
   • Yes, regenerate summary: Updates the summary using the new speaker assignments.

Figure 3: Select whether the summary should be regenerated.

3. Reviewing and Finalizing

Before you finish, take a moment to review the transcript and make sure it’s complete and accurate. This step helps ensure the documentation is clear, consistent, and ready to share.

3. Best practices:

• Read through the entire transcript to catch any remaining errors or unclear phrasing.
• Check that speaker names are correct and consistent throughout the document.
• Ensure timestamps align with the content.
• Verify that all important points, decisions, and action items are clearly documented.
• Review the summary to make sure it still reflects the updated transcript.

Once you’re satisfied with your edits, you can download the transcript in your preferred format for sharing, storing, or further processing.