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Training Tips Tricks

Online Meeting

Use online meetings to join a web conference to screen share and show video using a webcam.

Getting Started

Go to and click Get Desktop App on the bottom of the page. Or, log in to your account, click Online Meetings then Host Meeting.

How to host an online meeting:

  1. Provide participants with the date and time of the meeting, including your dial-in number, access code, online meeting link and online meeting ID. These credentials can be located on the Account Info page after you log in.
  2. Launch the desktop application from your desktop.
  3. Click Host and log in with your email address and password (first-time users).

    For the audio portion of the online meeting, call the dial-in number and enter the access code followed by pound (#) or click Headset to connect through VoIP.

    Host Online Meeting

    For virtual meeting best practices, download our free ebook.

How to screen share:

  1. Click Play on the Meeting Dashboard.

    Start Screen Sharing

  2. Select the items you want to share.

    Select applications to share

  3. Click Start Sharing.

Tip: Select Items to Share

To adjust screen sharing after the session has begun, click Select Items to Share. Choose the new screen or window to share and click Apply Changes, Pause Sharing or Stop Sharing. If you have a presentation or training planned, have all the windows you need open so they can be selected. Consider minimizing the windows you need to access in order of viewing to keep your presentation organized and your screen neat.

Select items to share

Tip: Automatically Share New Items

The default selection on screen sharing is Automatically share new items. Keep it checked if you expect your meeting to be a fluid exchange of ideas.

Automatically share new items

Tip: Show Preview

Once screen sharing is live, select Show Preview to make sure everything appears the way you want it to. The preview window that pops up will be in real time so you always know what participants are seeing.

Show preview

Tip: Record a Studio Presentation

If you are presenting, practice. Record the audio and screen sharing in Studio and play back to scan for weak points or choppy transitions.

Record a studio presentation

How to video conference:

  1. Click Camera on the Meeting Dashboard.

    Camera icon

  2. Choose to dial in over the telephone or through VoIP on your computer.

    Audio Type

  3. Video is live once the Camera turns green.

    Camera turns green

Tip: Avoid Visual Snafus

First, keep in mind that a wonky camera angle is not tres chic. It’s tres distracting. Stick with keeping your webcam at eye-level. Second, don’t forget to double check the background.

Tip: Dress for Success

If you’re hosting a presentation, go ahead and be easy on the eyes: Avoid plaid or stripes and opt for bright, neutral colors. But in the increasingly common reality of daily video conferencing, don't worry about all that. Just dress business-appropriate, whatever that means for your line of work.