Reels work best when your highlights are already tagged and named clearly.
Before you start: create highlights
To build a Reel, you’ll need highlights first.- Open an interview or transcript you want to clip.
- Select the text segment you want to highlight.
- Click Save without tags to create an untagged highlight, or apply a tag to create a tagged highlight.
Create a Reel
You can create Reels in the global Repository or in a study’s Repository, the steps are the same. A Reel can hold up to 30 highlights. Without highlights preselected:- Click New → New reel in the top-right corner.
- Name your Reel (optionally add a description and tags). If you don’t add a title, the Reel saves as “Untitled highlight reel.” Once you start adding highlights, you can use AI to generate a title by clicking the stars icon.
- Optionally narrow the list using Search for highlights and the Filter button.
- Select highlights by checking their boxes, checking the box next to the count to select all, or clicking the + on an individual highlight.
- Click + Add to reel above the highlights list.
- Click Save highlight reel and allow processing time.
- Find highlights via scroll, search, or filters and check their boxes.
- Click Add to reel in the top-right.
- Choose Create new reel or add to an existing Reel.
- Name your Reel (optionally add a description and tags).
- Optionally filter further via Search for highlights or Filter.
- Add highlights by checking boxes, selecting all, or clicking + per highlight.
- Click + Add to reel, then Save highlight reel, and allow processing.
Every time a Reel’s clips change, including adding, removing, or reordering highlights, the whole video is re-rendered from scratch, which is why saving takes a moment. Reels usually process quickly, but large or lengthy highlights may take longer.
Edit a Reel
To change the title, click the title in full view or the slide-out, edit it, then click out or press Enter to save. For everything else, click Edit highlight reel (the pencil icon):- Description: update the text, then click Save highlight reel.
- Tags: use Find or create a tag to add study or global tags, then save.
- Reorder highlights: drag using the handle, or move one position at a time with the up and down arrows, then save.
- Add more highlights: optionally search or filter, select highlights, click + Add to reel, then save.
- Remove highlights: click the ✕ on the highlight, then save.
If a highlight’s candidate is later deleted, manually or through a data retention rule, that clip is automatically removed from every Reel it was part of, and each affected Reel re-renders on its own. This can make a Reel appear to change with no edits from your team.
Download a Reel
Once a Reel has finished processing, use the ⋯ menu to Download reel as an MP4. The option is disabled with a tooltip while the video is still processing.Share a Reel
Open the Reel, click Share in the top-right, and choose Public or Restricted, changes save automatically. Click Copy link to share, or use the chain-link icon on the Reel card in the Repository. Admins can set the account default under Settings → Permissions, in Default sharing settings of repository artifacts: choose Public (anyone with the link can view) or Restricted (no public link, normal account and study permissions still apply).Troubleshooting
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