Conducting eMeetings - TeamViewer Support
<main> <article class="userContent"> <p>Enough preparing for eMeetings! Next, we have a look at the features and options within an eMeeting. The main functionalitites are:</p><ul><li>Video + In-Conference Chat</li><li>Screen Sharing</li><li>Document Collaboration</li><li>Whiteboard</li><li>Universal Co-Browsing</li></ul><h2 data-id="video-(main-view)">Video (main view)</h2><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_video.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_video.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><ul><li>Invite: Invite another employee to a meeting -> Email invitation is sent.</li><li>The agent can chat, send emojis, send attachments</li><li>The agent can make notes on the conversation in "Notes", which are not displayed to the customer.</li></ul><h2 data-id="screen-sharing">Screen-Sharing</h2><p>To enable a better communication between all Conference members, you can share your screen for all other participants. Simply click on <strong>Share Screen</strong> button to share your screen.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_screen_share.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_screen_share.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>Afterwards select the Screen/Application you want to share.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_screen_select.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_screen_select.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><h2 data-id="screenshots">Screenshots</h2><p>You can always save the current screen via screenshot by simply clicking the following icon:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_screenshot.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_screenshot.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>Admin Note: Function needs to be activated in the <a href="https://docs.chatvisor.com/docs/admin-manual/sales-suite/plugins_conference" rel="nofollow noreferrer ugc">Conference Plugin</a>.</p><h2 data-id="options">Options</h2><p>You can change different settings in a conference meeting:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_conference-options.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_conference-options.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h2 data-id="manage-call-quality">Manage call quality</h2><p>This option lets you change the quality of the voice/video call.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_conference-audio_quality.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_conference-audio_quality.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><h2 data-id="view-full-screen">View full screen</h2><p>Sets the call to fullscreen. The shortcut for this option is Shift + S.</p><h2 data-id="start-recording">Start recording</h2><p>This option starts the recording of the Conference call.</p><p>Admin Note: Function needs to be activated in the <a href="https://docs.chatvisor.com/docs/admin-manual/sales-suite/plugins_conference" rel="nofollow noreferrer ugc">Conference Plugin</a>.</p><h2 data-id="settings">Settings</h2><p>Settings lets you change different options for Camera/Microphone/Audio.</p><h2 data-id="mute-everyone">Mute everyone</h2><p>This option mutes everyone in the call and is only available for the call leader.</p><h2 data-id="toggle-tile-view">Toggle tile view</h2><p>This option lets you enable/disable the tile view.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_conference-toggle_tile_view.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_conference-toggle_tile_view.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>📌Note: This option is only visible when two or more attendees have joined the call.</p><h2 data-id="documents">Documents</h2><p>In Documents, documents/contracts (PDFs) can be uploaded by "Upload Document" or existing document templates can be used by using the clone function:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-overview.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-overview.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><ul><li>Download, Save Copy and Highlight function</li><li>Agents and customers can scroll freely through the document - a bar in the page overview (to the left of the document) shows where in the document the counterpart is currently located.</li></ul><p>Click on the respective document to open, discuss and edit/fill it together:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-edit.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-edit.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><h2 data-id="my-documents">My Documents</h2><p>You can upload your personal documents under <a href="https://community.teamviewer.com/English/kb/articles/108714-preparing-emeetings-03-documents" rel="nofollow noreferrer ugc">Documents</a> to prepare for upcomming eMeetings. Those documents can be found under the <code class="code codeInline" spellcheck="false" tabindex="0">Documents</code> tab in a Conference call.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-my_documents.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-my_documents.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>If you want to share the document with other participants you have to click on <code class="code codeInline" spellcheck="false" tabindex="0">Share document</code>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-share.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-share.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>Shared documents appear under the <code class="code codeInline" spellcheck="false" tabindex="0">Shared with meeting attendee(s)</code> section of the <code class="code codeInline" spellcheck="false" tabindex="0">Documents</code> page.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-shared_with_attendees.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_documents-shared_with_attendees.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><h2 data-id="whiteboard">Whiteboard</h2><p>The Whiteboard function can be used to help visualize arguments, facts and more:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_whiteboard.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_whiteboard.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><ul><li>Start drawing from scratch using the Draw, Rectangle, Circle and Arrow feature</li><li>Upload an image yourself to fast-start the discussion</li></ul><h2 data-id="co-browsing">Co-Browsing</h2><p>With Co-Browsing, TeamViewer Engage creates a browser that is shared with all eMeeting participants. You can use Co-Browsing to browse the whole world wide web together with all participants. Furthermore, it is possible to shift/give control over the browser to other participants.</p><p>📌Note: Unlimited Co-Browsing (also Universal Co-Browsing): Please note that Universal Co-Browsing might not yet work on all websites. We are constantly improving the range of supported pages, but due to the variety of web technologies, different development styles, and the diversity in the WWW, we can not guarantee that every website works out-of-the-box. In case you find a website that is not working yet, pleaes contact our Support.</p><p>Get started by entering a URL ...</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-start.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-start.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p><p>... and browse websites together with all participants:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing.jpg" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing.jpg" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><h2 data-id="give-permission-to-customer">Give permission to customer</h2><p>To provide permission to another participant, doing the following:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-give-permission.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-give-permission.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><h2 data-id="browse-another-website">Browse another website</h2><p>To browse another website simply click the magnifying glass icon:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-search.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-search.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p></p><p><br></p><h2 data-id="fullscreen">Fullscreen</h2><p>To enter fullscreen mode just click the fullscreen icon:</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-fullscreen.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://docs.chatvisor.com/img/newdocsimg202011/sas_emeeting_universal-cobrowsing-fullscreen.png" alt="alt-text" height="180" width="320" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p> </article> </main>
