Get started with WebEx
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WebEx Meetings Essentials:
Host a meeting
Share your screen
Integrate with Outlook and other applications
Make your meetings mobile
Host a meeting
It's easy to schedule, start, and manage your WebEx meetings.Watch and learn:
How to schedule a meeting (1:14)Download and save:
Quick Start GuideCheck system compatibility:
Share your screen
Deliver presentations, work together on documents, and demonstrate any application.Watch and learn:
Share your content (1:26)Integrate with Outlook and other applications
Now you can start a meeting with one click from your email application, IM client, or web browser.Learn more:
Make your meetings mobile
On the road? No problem. You can join your WebEx meeting on your iPhone, Blackberry, or any Wi-Fi or 3G/4G-enabled mobile device.Watch and learn:
WebEx on your mobile device (1:41)Meeting Center Essentials:
Schedule and start a meeting
Share content in your meeting
Share your video feed
Start WebEx from Outlook or other applications
Schedule and start a meeting
Get into a WebEx meeting now to see what's possible.Follow these steps
- Log in to your WebEx site.
- Under Host a Meeting, click Schedule a Meeting.
- If you see the Advanced Scheduler page, click Quick Scheduler.
- Select a Meeting Type, enter a Meeting Topic, then enter and confirm the meeting password.
- Specify the Date, Time and Duration. (Setting duration is for planning only — the meeting will continue until you end it.)
- Enter the email addresses of people you want to invite.
- Click the green Start button to begin the meeting now or click Schedule Meeting if you changed the time or date.
- To start a meeting you scheduled, click My Meetings, then locate the meeting and click Start.
Share content in your meeting
Deliver, review, and collaborate on presentations, documents, and more.Follow these steps
- Click the button at the bottom of the sharing panel on the Quick Start tab.
- Select what you want to share with everyone in your meeting, such as a whiteboard or file.
- Use Annotation Tools if you want to highlight or mark on shared content. You can also enable the tools for others. From the Participant menu, select Assign Privileges and check the box next to Annotate.
Watch and learn:
Use Sharing (1:40)Share your video feed
Make a personal connection through face-to-face interaction.Follow these steps
- From the Meeting menu, select Options to check that video is enabled.
- Click the video button next to your name in the Participants panel. (If you have an external camera in addition to a built-in one, click the gear icon to select one.)
- Double-click the speaker's video to display it in full screen.
- To stop sharing your video feed, click the video button again.
Watch and learn:
Display Live Video (3:24)Start WebEx from Outlook or other applications
Use integrated tools for quick access to your meetings.Follow these steps
- When you log in to your WebEx site, you may see a prompt to download Productivity Tools. Click the Download button to start. If not prompted, under Support, click Downloads and then click the Download button for Productivity Tools.
- After downloading, follow the prompts to install the tools and add them to a variety of programs, like Outlook, Microsoft Office, and instant messengers. You'll see the full list in the confirmation window.
- To see or change the applications which include Productivity Tools, in the One-Click window, click Edit WebEx Settings, and then select Tools.
- When you want to start a meeting quickly, look for the WebEx icon in the applications where Productivity Tools are included, and click the button or select an option from the drop-down menu.
- Follow the prompts to start the meeting, then share your selected content.
- If you did not do so when you started the meeting, invite participants.
Watch and learn:
Get Started with Productivity Tools (1:34)Event Center Essentials:
Schedule and start an event
Share content in your event
Share your video feed
Interact during your event
Schedule and start an event
Use helpful scheduling tools to plan and host an effective event.Follow these steps
- Log in to your WebEx site.
- Under Host an Event, click Schedule an Event.
- Complete the Basic Information section.
- Enter a Date & Time, including any different time zones.
- Check the box if you want to allow people to join before the event's scheduled start time.
- Select the Audio Conference Settings.
- Use the Event Description & Options to customize the event. For example, you can upload material or choose whether to use video.
- Create invitation lists for Attendees and for Presenters & Panelists. Enter new information for each person, or use existing contacts.
- Choose which emails you want to send, and when to send them.
- Click Schedule This Event.
- When it's time to start the event, click Site Events, then locate your event and click Start.
Share content in your event
Deliver presentations, demonstrate products, and generate excitement for your message.Follow these steps
- Click the button at the bottom of the sharing panel on the Quick Start tab.
- Select what you want to share with everyone in your meeting, such as a whiteboard or file.
- Use Annotation Tools to highlight or mark on shared content. You can also enable the tools for others. From the Participant menu, select Assign Privileges and check the box next to Annotate.
Watch and learn:
Use Sharing (1:40)Share your video feed
Use live video of speakers and panelists to really connect with your audience.Follow these steps
- From the Event menu, select Options to check that video is enabled for the event. Remember that only presenters and panelists can share their video feeds, but that all attendees can see the video.
- Display the Participants panel if it is not already visible.
- Click the video button next to your name in the Participants panel. (If you have an external camera in addition to a built-in one, click the gear icon to select one.)
- Double-click the speaker's video to display it in full screen.
- To stop sharing your video feed, click the video button again.
Watch and learn:
Use Video (2:22)Interact during your event
Keep your audience engaged with polls, feedback tools, and open communications.Follow these steps
- Use the Participants panel to view and manage the attendees in your event. To see the names and feedback icons of the participants not included in the list of panelists, click View all attendees…
- Search for specific names, control audio conference activity, and manage participation from the Attendee List.
- Ask attendees to use the feedback tools for instant non-verbal feedback. These tools can be especially useful in an event when attendees' audio is muted.
- Use the Chat panel to communicate with panelists and attendees. You may choose to designate a single panelist to respond to messages from attendees, or disable chat entirely and use the Q&A feature instead.
- Use the Q&A panel to view and answer questions. Any panelist can answer questions submitted, in any order they choose, and select to reply publicly or privately.
Training Center Essentials:
Schedule and start a training session
Share content in your session
Share your video feed
Interact during your session
Schedule and start a training session
Explore your training tools in a live session.Follow these steps
- Log in to your WebEx site.
- Under Host a Session, click Schedule Training.
- Complete the Session and Access Information.
- Select the Audio Conference Settings.
- Specify the Date, Time and Duration. Duration is for planning purposes only, and the meeting will continue until you end it.
- Check the boxes if you will require registration and if you want them approved automatically.
- Create invitation lists for Attendees and for Presenters. You can enter information for each one, or use existing contacts.
- Click Add Course Material if you want to make materials available for download before the session.
- Click Start Session to begin the session now or click Schedule to schedule the session and send invitations.
- To start a session you scheduled, under Attend a Session, click Live Sessions, and then locate the session and click Start.
Share content in your session
Deliver presentations, demonstrations, and engaging training materials.Follow these steps
- Click the sharing button or menu on the Quick Start tab.
- Select what you want to share with everyone in your session, such as a whiteboard or file.
- Use Annotation Tools if you want to highlight or mark on shared content. You can also enable the tools for others. From the Participant menu, select Assign Privileges and check the box next to Annotate.
Watch and learn:
Use Sharing (1:40)Share your video feed
Connect with your attendees as if you were training in person.Follow these steps
- From the Session menu, select Session Options to check that video is enabled.
- Click the video button next to your name in the Participants panel. (If you have an external camera in addition to a built-in one, click the gear icon to select one.)
- Double-click the speaker's video to display it in full screen.
- To stop sharing your video feed, click the video button again.
Watch and learn:
Display Live Video (3:24)Interact during your session
Keep your session lively and interactive using feedback and communication tools.Follow these steps
- Use the Participants panel to view and manage the attendees in your session.
- Ask attendees to use the feedback tools for instant non-verbal feedback.
- Use the Chat panel to communicate with the host, presenters, panelists and other participants.
- Use the Q&A panel to view and answer questions. Any panelist can answer questions submitted, in any order they choose, and select to reply publicly or privately.
Support Center Essentials:
Start a support session and invite customers
Request control of a computer or application
Let a customer view a file on your computer
Use audio and video feeds
Chat during a session
Record a support session
Start a support session and invite customers
Connect quickly with your customer to start offering solutions.Follow these steps
- Log in to your WebEx Support Center site.
- Click Provide Support to expand the menu, and then Start Session to both create an email invitation and open the Invite and Participants panels.
- To invite at least one customer, select an invitation option from the Invite panel, or send the unaddressed email to those who will attend.
Request control of a computer or application
Work on a remote computer as if you were right there.Follow these steps
- Once in a support session with a customer, click the Remote Control icon from the Floating Icon Tray.
- Select Request Control under Desktop or Application.
- Access files and applications as needed. The customer will see your activity and may regain control by clicking on the screen with their mouse.
Watch and learn:
Use Remote Desktop Sharing (0:47)Let a customer view a file on your computer
Share resources with your customer with just a few clicks.Follow these steps
- Click the Remote Control icon in the Floating Icon Tray.
- Select Share View under File.
- The customer must click to OK when prompted to allow the request.
- Select a file to share, then click Open.
- When you are done, Click the Remote Control icon and select Stop File Sharing.
Watch and learn:
Share a File (1:23)Use audio and video feeds
Enhance your connection with customers by sharing voice and video.Follow these steps
- Click the Microphone icon in the Floating Icon Tray.
- Select either Join Phone Call or Start Voice Call.
- To share your video feed, click the camera icon in the Floating Icon Tray.
- Click Start My Video and ask customers to do the same.
- To stop sharing your video feed, click Stop My Video.
Watch and learn:
Use Video (2:12)Chat during a session
Send a quick message to share a link, provide a progress update, or give simple instructions.Follow these steps
- Click the Chat icon in the Floating Icon Tray.
- Type a message and select a recipient option from the drop-down menu.
- Click Send.
Watch and learn:
Start a Chat (0:52)Record a support session
Capture issues, monitor performance, and share successful solutions with built-in recording tools.Follow these steps
- Click the Start Recording icon in the Floating Icon Tray to display the WebEx Recorder Setup window.
- Select either Use recorder on my computer or Use Network-based recording service. You may need additional equipment to capture the audio conference if you record on your computer.
- Click Start Recording.
- Wait for the customer to grant permission.
- If you selected Use recorder on my computer, select a location to save the recording.