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Quick Start Guide Document Revision: 1.0.159 (October 14, 2015)

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Page 1: Quick Start Guide · 2015. 10. 14. · StartMeeting Quick Start Guide 7 Preparing for Your Meeting Step 1: Manage Meeting Resources Meeting resources include any document or web link

Quick Start Guide

Document Revision: 1.0.159 (October 14, 2015)

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Account Sign Up

Step 1: Choose Your Plan

• Go to www.startmeeting.com

• Click “Sign Up Now”

• Choose your toll-free access option

• Select your desired account plan

• Enter your promotional code, if you have one

• Click “Next”

If you do not need Screen Sharing or a Toll Free number you can turn them off

reducing your monthly bill.

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Step 2: Account Information

• Complete the account information fields

• Review the license agreements and check the “I Agree” box

• Click “Next”

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Step 3: Provide Payment Information

• Provide your credit card information and billing address

• Click “Done”

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Step 4: Confirmation

Once the sign-up process is complete, the following screen appears:

From this page, you can download Quick Start Guide, Reference Book and documentation

on Host and Participant Touch Tone Commands, as well as download the StartMeeting

Desktop Application to control your meetings. If you need additional assistance, see the

Customer Service section on this page.

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Meeting Wall

The Meeting Wall has a persistent URL that consists of your meeting ID or meeting alias.

Your meeting wall URL, based on your meeting ID, is

https://www.startmeeting.com/wall/<your meeting ID> , for example:

https://www.startmeeting.com/wall/357-192-467. To provide easier access to your meeting

wall, you can set up a meeting alias (see “StartMeeting – Reference Book” for detailed

information on establishing a meeting alias).

A meeting alias will appear as https://www.startmeeting.com/wall/<your meeting alias>,

for example https://www.startmeeting.com/wall/docs. This link can be used by you and

your participants to access your meeting wall.

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Preparing for Your Meeting

Step 1: Manage Meeting Resources

Meeting resources include any document or web link you would like to incorporate into

your meeting. They may be added as follows:

• File – click the “Upload File” button and select the file you wish to upload

• Link – click the “Add Link” button and type your link description and URL

Added files and links are shown as the Meeting Resources, and are viewable by the host

and participants.

History & Recordings

Hosts can view a report of past meetings, as well as retrieve meetings that had been

previously recorded. See the “StartMeeting – Reference Book” for more details.

Audio Settings

Hosts can customize conference call features from the Audio Settings tab. See the

“StartMeeting – Reference Book” for more details.

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Step 2: Invite Attendees

• Click the “Invite” button on your Meeting Wall.

• Select a meeting to which you would like to invite or create new meeting schedule

or use the “Please join me now” option if you are going to start your meeting now.

• Type a list of invitee email addresses, separated by a “;”.

• Click the “Send Invites” button.

All recipients on the list will receive an email message, detailing meeting access

instructions.

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Step 3: Schedule a Meeting (Optional)

• Click the “Schedule Meeting” button

• Complete the meeting details

• Click the “Save” button

The meeting will be added to your Schedule and then you can close the Meeting Schedule

dialog. From your Meeting Wall you can click on “Set Reminder” to add this event to your

calendar.

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Step 4: Start and Stop Meeting

Hosts: Meetings may be started by the host in any of the following ways:

• Call the meeting dial-in number

• Start the screen sharing from the StartMeeting Desktop Application

• Click the “Launch Screen Sharing Now” button in the Audio Information section of

the meeting wall (this will install and start the StartMeeting Desktop Application)

Participants: Click the “Join” button or the “Rejoin Meeting” button in the Audio

Information section

(Note: participants cannot start meetings; they can only join meetings started by a host).

The Location of the Meeting “Launch Screen

Sharing Now” button for Hosts

The Location of the “Rejoin Meeting” button for

Participants

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Conducting Meetings using the StartMeeting Desktop Application

Step 1: Launching the StartMeeting Desktop Application

Start the StartMeeting Desktop Application, as follows:

Option 1 – From your Meeting Wall

• Click the “Launch Screen Sharing Now” button (participants click the “Join” or

the “Rejoin Meeting” button) in the Audio Information section of the meeting

wall – the application will be started without additional authorization questions

and the welcome page will not be displayed

Option 2 – From your local hard drive (if previously installed)

• Click the StartMeeting application icon on the desktop, or

• Run the StartMeeting application from All Programs menu StartMeeting folder,

or

• Run the StartMeeting application from the programs tray

To ensure expedited access to your meeting at the scheduled time, we

recommend downloading the StartMeeting application in advance. Visit

www.startmeeting.com and select “Get Desktop App” at the bottom of the

page. This will download and install StartMeeting Desktop Application, and

configure your computer to allow participation in a StartMeeting event.

Regardless of the method used, the welcome screen shown below will appear.

Select either the “Host” button or the “Join” button, as appropriate.

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The host panel will appear as follows:

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Step 2: Invite Attendees

You can invite other people to your meeting from within the StartMeeting Desktop

Application:

• Click the “Invite Others” button from the Attendee List pane.

• Click the “Copy to Clipboard” button to add the contents of this window to your

clipboard.

• Paste this information to your selected email client.

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Step 3: Make a Voice Call into a Meeting

Telephone Access

• Dial any of the numbers shown in the Phone Conference pane.

• When prompted, enter your meeting ID followed by the “#” sign.

• If you are the host, press the “*” key and enter your host pin followed by the # sign.

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Computer (VoIP) Access

• Click the “ ” button in the

Phone Conference pane.

• You can click the dial pad

“ ” icon to open the dial

pad and perform any touch

tone commands.

• Click the “ ” icon to

mute/unmute your call, or

“ ” to disconnect

� To add the VoIP controls to your Phone Conference

pane of the application,

complete the following

steps:

i. Open “Preferences”

dialog from “File” menu

ii. In the dialog that appears select the

“Phone Panel” tab

iii. Select the “Mic & Speakers” option and

press the right arrow to

move this option to the

“Active Numbers”

section

� To remove the VoIP

controls from your Phone

Conference pane of the

application, complete the

following steps:

i. Open “Preferences”

dialog from “File” menu

ii. In the dialog that appears select the

“Phone Panel” tab

iii. Select the “Mic & Speakers” option and

press the left arrow to

move this option to the

“Available Numbers”

section

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Step 4: Define Chat Welcome Message

Whether the meeting has been started or not, hosts can click the “ ” icon (near “Send”

button) in the Chat pane and set the chat welcome message (see below). When new

attendees join the meeting, the message that has been set in this window is displayed in

their chat pane.

Step 5: Select Items to Share

• Click the “Select Items to Share” button and the dialog box shown below appears.

• Click the Monitors tab to select which monitor(s) should be shared (if you are using

more than one monitor)

• Click the Windows tab to select which application windows should be shared

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Step 6: Start Screen Sharing

Click the “Start Meeting” button in the Screen Sharing pane:

The status message “Live-your screen is being shared” will be shown in the top line of the

pane:

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When screen sharing is in progress, the pen icon “ ” opens a drawing tools menu as

shown below:

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Step 7: Switch Screen Sharing Presenter

Option 1

• To pass presenter controls to another participant, click the “Switch Presenter”

button within the Screen Sharing pane.

• When the “Switch Presenter” button is clicked, the list of all other participants in

the meeting is shown. From here, you can select another attendee to be the

presenter.

Option 2

• Right click on any name in the participant list

• From the menu, click “Make Presenter” and presenter controls will pass to the

selected participant.

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Step 8: Remote Control

While the screen sharing meeting is in progress, the presenter can give the remote control

capability to a specific meeting attendee. That means that the attendee will be able to

control presenter’s computer remotely. To do it, use the following steps:

• Select the meeting attendee to give the remote control capability to and right click

on that user on the Attendee List.

• Click the “Allow Control” menu item, which shows the confirmation question “Are

you sure you want to allow selected attendee to have control of your computer?”,

and once you confirm, you will see the prompt on the dashboard that the selected

participant has control. This also places an icon “ ” for that user in the Attendee

List.

• The nominated user will have a prompt on their meeting dashboard indicating “You

have control” and may begin remotely accessing the presenter’s computer as long as

the user has the Meeting Viewer window selected.

The presenter can take away remote control ability at any time by going back to the

Attendee List and clicking the option “Allow Control” for the attendee again. This will

change the icon “ ” to the icon “ ” for this user in the Attendee List and provide a

prompt that the presenter now has control again.

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Step 9: Use Meeting Viewer

When the host is sharing his/her screen, the entire desktop or specific application screen,

the host’s screen is being shown to all meeting attendees using the Meeting Viewer.

The following modes are available:

Option 1 – “Zoom To Fit” vs. “1:1” Meeting Viewer scaling modes

• if “Zoom To Fit” mode is set the presenter’s window contents will be scaled to fit

your Meeting Viewer window size; this option could only decrease the size of

source presenter’s window content, it never increases it.

• if “1:1” mode is set the presenter’s window contents will not be scaled, i.e. it is

always will be shown 1-to-1; if the contents of presenter’s screen is more than your

Meeting Viewer window size it could be scrolled.

Option 2 – “Manual View” vs. “Automatic View” Meeting Viewer window size modes

• if “Manual View” mode is set the Meeting Viewer window could be resized, but the

maximum window size cannot exceed presenter’s window size, i.e. using this mode

you can decrease the Meeting Viewer window size if you wish.

• if “Automatic View” mode is set the Meeting Viewer window size is defined

automatically and it cannot be resized, in this case it’s size corresponds to the

presenter’s window size or if it is exceeds your window size the Meeting Viewer

window size equal to your screen size.

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Copyright

Except where expressly stated otherwise, the Product is protected by copyright and other

laws respecting proprietary rights. Unauthorized reproduction, transfer, and or use can be a

criminal, as well as civil, offense under the applicable law.

StartMeetingSM,the StartMeeting

SM logo, and Share Better

SM are registered trademarks of

StartMeeting LLC in the United States of America and other jurisdictions. Unless

otherwise provided in this Documentation, marks identified with “R” / ®, “TM” / ™ and

“SM” are registered marks; trademarks are the property of their respective owners.

For the most current versions of documentation, go to the StartMeeting support Web site.

October 14, 2015