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Zoom QRC

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Quick HOME TAB

Guide
After signing in, you will see the Home tab

New Meeting: Start an


instant meeting. Click the
down arrow to enable
video or use your personal Join: Join a meeting in
meeting ID (PMI) for instant progress.
meetings.
Share Screen: Share your
Schedule: Set up a future screen in a Zoom Room by
meeting. entering in the sharing key
or meeting ID.

█ Add a personal note


Click your profile picture █ Settings: Access settings you can change
█ Change your status to Available, Away, or
Do Not Disturb.
█ My Profile: Edit your profile.
█ Help: Open the Zoom Help Center.
█ Check for Updates: Check if Zoom is up to
date.
█ About Zoom: View the current version.
█ Switch to Portrait View: Switch the Zoom
window to a narrower window.
█ Sign out

APPLY A CUSTOM
BACKGROUND
Step 1: Launch Zoom
Step 2: Click the cogs button on the upper right-hand corner of your
display to launch the Settings menu.

Step 4: Choose from a built-in background or


add your own custom background.

Step 5: To choose your own custom


Step 3: background, click on the + icon next to Choose
Select Virtual Virtual Background. Upload your own custom
Background video or photo for use as a virtual background.
in the left menu
pane.
@ Copyright 2020 Cornerstone OnDemand Foundation
Quick SCHEDULING
Guide MEETINGS

Step 1: After logging in, click the Schedule icon.

Step 2: Enter a meeting title, in the Topic field.

Step 3: In the Date options, enter:


• Start time
• Duration (only 45 minutes allowed for Basic accounts)
• Time Zone
Step 4: Select additional Meeting Options, including
Require meeting password, if desired.
Step 5: Choose:
• Video: Host and Participant video appearing when
joining a meeting
• Audio: Telephone, Voip Only or Both
Step 6: Select which Calendar type you wish to create
the invitation with.
Note: Selecting Other Calendars will allow you to copy
and paste the meeting information into any calendar
program.

Step 7: Click the Schedule button.


█ You can schedule meetings with multiple occurrences where each occurrence uses the same
meeting ID and settings.
█ You can schedule meetings in daily, weekly, and monthly increments.
█ You can set a recurring meeting to be used at any time.
█ Meeting IDs for recurring meetings expire 365 days after the meeting was last started.

You can schedule a meeting using multiple calendar options.

• Schedule from the Zoom App (desktop or mobile)


• Schedule from the Zoom Web Portal
• Schedule from plugin (Chrome, Outlook, Firefox)

For specific scheduling instructions based on your calendar type, click here.
@ Copyright 2020 Cornerstone OnDemand Foundation
Quick COLLABORATION
Guide
Share a Video Clip with Audio
█ You can screen share a video clip with native
audio.
█ Select screen share on your PC or MAC
█ Select the desktop
█ Click optimize for full-screen video clip
(recommended)
█ Click share screen
█ Go full screen in your video clip (recommended)

Share Your Mobile Screen (iOS)


On your iPhone or iPad, screen share
using iOS mirroring. Join the Zoom
meeting from your computer, then click
Screen Share. Double click the iPhone/
iPad option and follow the instructions
provided to connect you (select the correct
wireless network, choose Airplay, choose
your device, and enable mirroring).

Co-Annotate and Remote Control


Once you’ve shared your screen, you and your fellow participants can co-annotate the shared feed, and
you can give control over your screen to any given participant.

With remote control, another


user can (with your permission),
take control of your desktop or a
window.

With annotation, you can use arrows, lines, pen, highlighter, eraser, and more. The host can also lock
annotations to prevent any inappropriate drawings your team may make on your presentation.

@ Copyright 2020 Cornerstone OnDemand Foundation

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