SMART Meeting Pro 4 User manual

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Cover

SMART MeetingPro® 4

User guide

Personal license

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This guide and other resources for SMARTMeeting Pro 4 are available in the

Support section of the SMARTwebsite (smarttech.com/support). Scan this

QRcode to view these resources on your mobile device.

Trademark notice

SMART MeetingPro, Bridgit, smarttech, the SMART logo and all SMART taglines are trademarks or registered trademarks of SMARTTechnologiesULC in the U.S. and/or other

countries. Microsoft, Windows, Internet Explorer, Excel, PowerPoint, and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States

and/or other countries. All other third-party product and company names may be trademarks of their respective owners.

into any language in any form by any means without the prior written consent of SMARTTechnologiesULC. Information in this manual is subject to change without notice and

does not represent a commitment on the part of SMART.

This product and/or use thereof covered by one or more of the following U.S. patents.

www.smarttech.com/patents

April 20, 2022

Contents

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Contents

Chapter 1 Welcome 1

About SMART MeetingPro software personallicense 1

Starting and exiting the software 3

Navigating the user interface 3

About the other SMARTsoftware on your computer 7

Resources for users 7

Chapter 2 Interacting with applications in Desktop mode 8

Using the interactive display to interact with applications 8

Using the Programs button 9

Moving applications across displays 9

Chapter 3 Inserting objects in Whiteboardmode 11

Writing and drawing in digital ink 11

Erasing digital ink 12

Creating shapes and lines 13

Typing, editing and formatting text 14

Converting handwriting to typed text 15

Inserting images 16

Inserting PowerPoint presentations 16

Inserting PDF files 17

Chapter 4 Working with objects in Whiteboardmode 19

Selecting objects 20

Changing objects’ properties 21

Moving objects 22

Moving objects to another page 23

Rearranging stacked objects 23

Locking objects 24

Cutting, copying and pasting objects 25

Cloning objects 25

Resizing objects 26

Rotating objects 28

Flipping objects 29

Grouping objects 30

Linking objects 30

Creating standalone links 31

Deleting objects 32

Chapter 5 Working with pages in Whiteboardmode 33

Creating pages 33

Contents

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Displaying pages 34

Displaying pages in Full Whiteboard view 35

Displaying pages in Unbound Workspace 36

Rearranging pages 43

Deleting pages 43

Chapter 6 Working with files in Whiteboardmode 44

Creating and opening files 44

Saving files 45

Printing files 46

Emailing files 47

Chapter 7 Sharing content using the BusinessGallery 49

Finding and using content in the Business Gallery 49

Using stock content 50

Adding your own content to the Business Gallery 51

Chapter 8 Maintaining SMART MeetingPro software 54

Configuring SMART MeetingPro software 54

Customizing the Programs button menu 59

Appendix A Connecting with others using Bridgit software integration 63

Chapter 1 Welcome

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Chapter 1 Welcome

About SMART MeetingPro software personallicense 1

Before meetings 2

During meetings 2

After meetings 2

Starting and exiting the software 3

Navigating the user interface 3

SMART Business Toolbar 4

Programs button 4

Tools 4

Move Toolbar button 5

Collapse/Expand button 5

Desktop mode 5

Whiteboard mode 6

Menu bar 6

Whiteboard drawing area 6

Page Sorter 6

About the other SMARTsoftware on your computer 7

Resources for users 7

Help 7

Training 7

Support center and knowledge base 7

This chapter introduces you to SMART MeetingPro® software and to the other SMART software on your

computer and explains how to get started with SMART MeetingPro software.

About SMART MeetingPro software

personallicense

SMART MeetingPro software personal license enables you to create, open and edit Whiteboard files. In

these files, you can do the following:

lWrite, draw and erase digital ink

lType text

lInsert shapes and lines

lInsert screen captures and other images

Chapter 1 Welcome

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lInsert documents

lInsert links to websites and files

lMove, resize, rotate, lock and group objects

Using the Unbound Workspace in SMART MeetingPro software, you can lay out and navigate the

contents of a page area that can be significantly larger than the viewable area. You can adjust the

software’s highly customizable user interface to accommodate your content.

SMART MeetingPro software personal license is useful before, during and after meetings and other

collaborative sessions.

Before meetings

Use SMART MeetingPro software personal license before

meetings and other collaborative sessions to prepare

meeting notes, presentations or other materials to share

during the session. Save any materials you create in a

Whiteboard file and attach the file to your

Microsoft®Outlook® meeting invitation. During the session,

you can open and interact with the file in SMART MeetingPro

software room license.

During meetings

Remote participants can use Bridgit software to connect to

meetings or other collaborative sessions. Remote participants

can then share materials they’ve created in SMART

MeetingPro software personal license or view materials that

others share.

After meetings

If participants recorded notes in SMART MeetingPro

software room license during a meeting or other

collaborative session, you can email these notes to the

participants as a Whiteboard file. The participants can open

and view the attached file using SMART MeetingPro

software personal license.

Chapter 1 Welcome

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Starting and exiting the software

You can start SMART MeetingPro software personal license or, optionally, you can start just the SMART

System Menu to access SMART Settings and other options.

To start SMART MeetingPro software manually

Double-click the SMARTMeetingPro icon on your desktop.

To start just the SMART System Menu manually

In Windows® 7 operating system, select Start > All Programs > SMART Technologies >

SMARTSystem Menu.

In Windows 8.1 operating system, go to the

Apps

screen, and then scroll to and

selectSMARTTechnologies > SMARTSystem Menu.

In Windows 10 operating system, press Start, and then scroll to and select SMARTTechnologies >

SMARTSystem Menu.

To exit SMART MeetingPro software

1. Press Whiteboard on the SMART Business Toolbar.

2. Select File > Exit.

Tip

If you exit SMART MeetingPro software, you can still access SMART Settings and other options

from the SMARTSystemMenu in the notification area.

Navigating the user interface

The SMART MeetingPro software user interface consists of the SMART Business Toolbar, the Bridgit

Collaboration Bar and two modes:

lDesktop

lWhiteboard

You switch between modes by pressing the buttons at the top of the SMART Business Toolbar.

Chapter 1 Welcome

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SMART Business Toolbar

The SMART Business Toolbar appears on the left or right side of the display. It contains the following

items:

lButtons for accessing the four modes

lPrograms button

lTools

lMove Toolbar button

lCollapse/Expand button

Programs button

You can quickly access popular applications and tools by pressing the Programs button.

Tools

You can select and use a variety of commands and tools on the SMART Business Toolbar. The tools

available change according to the mode you’re using.

Tool Command Action Desktop

mode

Whiteboard

mode

Pan Pan and zoom in or out. No Yes1

Select Select, move and manipulate objects on a

Whiteboard page.

Yes Yes

Pen Select pen colors and widths you can use to

write notes and create freehand objects.

You can also select a transparent yellow or

green highlighter.

Yes Yes

Eraser Erase notes and objects created with digital

ink.

Yes Yes

Shapes Draw a variety of shapes, including circles,

rectangles, stars and squares. You can also

use this tool to select solid or broken lines

and arrows.

No Yes

Text Insert text into your Whiteboard page. When

you touch the page, a text box appears, in

which you can select the text object’s

formatting.

No Yes

1When in Unbound Workspace

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Tool Command Action Desktop

mode

Whiteboard

mode

Gallery Access a collection of images and content

that you can use in your presentation.

No Yes

Capture Take a screen capture of your notes and

automatically insert them on a Whiteboard

page. Open a list of three options so you can

capture the full screen, a rectangular

selection or a freehand selection of the

screen.

Yes No

Undo Reverse the effect of the last action. You can

undo several actions by selecting Undo

repeatedly.

No Yes

Redo Reinstate the last action reversed with the

Undo command.

No Yes

Normal View Restore the Whiteboard page to Normal

view.

No Yes2

Previous Page Display the previous page of the current file.

You can also press the PAGE UP key on your

keyboard.

No Yes3

Next Page Display the next page of the current file. You

can also press the PAGE DOWN key on your

keyboard. (Pressing Next Page on the last

page inserts a new page.)

No Yes4

Move Toolbar button

You can move the SMART Business Toolbar to either side of the screen by pressing the Move Toolbar

button.

Collapse/Expand button

You can collapse or expand the SMART Business Toolbar by pressing the Collapse/Expand button.

Desktop mode

In Desktop mode, you can interact with the room computer’s applications.

2When in Full Whiteboard view

3When in Full Whiteboard view

4When in Full Whiteboard view

Chapter 1 Welcome

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Whiteboard mode

In Whiteboard mode, you can create or open Whiteboard files to brainstorm and present ideas.

Whiteboard mode consists of three main areas:

lMenu bar

lWhiteboard drawing area

lPage Sorter

Menu bar

The Whiteboard menu bar includes the following menu items:

Menu item Description

File Allows you to create, open, save, print, email and close files.

Edit Provides tools to undo and redo actions; cut, copy and paste objects; clone

and delete objects; select all objects and clear and delete pages.

View Allows you to select Full Whiteboard view and to view the Business Gallery.

Insert Allows you to add blank pages, images and links to your file.

Object Allows you to lock, group, flip, order and change the properties of objects.

Help Provides access to Help and information about SMART MeetingPro software

and allows you to enable or disable the SMART Customer Experience

program.

Whiteboard drawing area

Most of Whiteboard mode is dedicated to the Whiteboard drawing area, which displays the contents of

a selected page in a file. This is where you write notes and create and work with objects.

Page Sorter

The Page Sorter displays all the pages in the open file as thumbnails and updates the thumbnails

automatically as you change the contents of the pages. Using the Page Sorter, you can add, delete and

rearrange pages.

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