Outlook Plug-in
Outlook Plug-in
User Guide
CollaborateNow Outlook Plug-In
USER GUIDE
TABLE OF CONTENTS
CollaborateNow Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Download and Installation Instructions . . . . . . . . . . . . . . . . . . . . . . 4 Customize Your CollaborateNow Plug-In Settings . . . . . . . . . . . . . . . . . 6 Using Your CollaborateNow Plug-In . . . . . . . . . . . . . . . . . . . . . . . . 9 Technical Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
CollaborateNow Outlook Plug-In
USER GUIDE
COLLABORATENOW OVERVIEW
CollaborateNow allows you to schedule and start audio and web meetings conveniently from within Microsoft? Outlook?.
Features
?? Start a Meeting ? Instantly start an on-demand or scheduled Web Meeting directly from the Microsoft? Outlook? toolbar.
?? Schedule Meeting ? Schedule a one-time or recurring on-demand web and/or audio conference using the Microsoft? Outlook? calendar. The meeting request includes all of the information your participants need to join your conference.
?? Dial-In Number ? Customize the list of dial-in numbers to include in your Microsoft? Outlook? meeting request.
?? Audio and Web Conference Details ? Turn web and audio conference details on or off in your calendar invitation with the click of a button.
?? Audio Quick Start for Participants ? Meeting participants have the option to have your audio conference call their phone with the click of a link, making it easier than ever to participate in your next on-demand meeting.
?? Instantly record demos and meetings as Salesforce activities ? Automatically sync registration and attendance data on the lead or contact record when meetings are scheduled through the CollaborateNow.
?? Open Conference Center ? Quickly access the Web Meeting Conference Center right from Microsoft? Outlook?.
?? Manage Multiple Subscriptions ? Set up multiple subscriptions to allow scheduling for separate access codes, add multiple dial-in numbers and adjust your default meeting type preference directly from the CollaborateNow.
CollaborateNow Overview | 3
CollaborateNow Outlook Plug-In
USER GUIDE
DOWNLOAD AND INSTALLATION INSTRUCTIONS
If you currently have the CollaborateNow installed, it will automatically be uninstalled during the installation process, updating to the newest version of the Plug-In.
If you currently have an older version of the CollaborateNow Plug-In installed, you will need to manually uninstall this version before you can download the newest version of the Plug-In. See the Uninstalling CollaborateNow section to find instructions on the uninstall process.
You can download the most current version here:
Once downloaded, run the CollaborateNow.exe and follow the installation wizard instructions that appear on your screen.
?? Depending on your computer's security settings, you may be prompted with a Windows Security Warning. Simply select Run from this prompt to continue your CollaborateNow Plug-In installation.
?? Please read the License Agreement. To
continue your installation, select I accept the terms in the License Agreement.
Download and Installation Instructions | 4
CollaborateNow Outlook Plug-In
?? Select either Audio and Web or Audio Only as your default setting of the plug-in. >> Once selected you will only be able to modify your selection by uninstalling and reinstalling the plugin.
?? If prompted, select the folder you would like to install the CollaborateNow Plug-In in.
?? Click Next to continue your installation. ?? Once your installation progress bar has been
completed, select Finish.
USER GUIDE
Download and Installation Instructions | 5
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.