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SMART Meeting  Pro
4
®
User guide
Personal license
smarttech.com/kb/170973
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Summary of Contents for SMART Meeting Pro 4

  • Page 1 SMART Meeting  Pro ® User guide Personal license smarttech.com/kb/170973...
  • Page 2 © 2015–2022  SMART  Technologies  ULC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated 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.
  • Page 3: Table Of Contents

    About SMART Meeting  Pro software personal  license Starting and exiting the software Navigating the user interface About the other SMART  software on your computer Resources for users Chapter 2 Interacting with applications in Desktop mode Using the interactive display to interact with applications...
  • Page 4 Finding and using content in the Business Gallery Using stock content Adding your own content to the Business Gallery Chapter 8 Maintaining SMART Meeting  Pro software Configuring SMART Meeting  Pro software Customizing the Programs button menu Appendix A Connecting with others using Bridgit software integration...
  • Page 5: Chapter 1 Welcome

    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:  ...
  • Page 6: Before Meetings

    Move, 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.
  • Page 7: Starting And Exiting The Software

    Chapter 1 Welcome 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  ...
  • Page 8: Smart Business Toolbar

    Chapter 1 Welcome SMART Business Toolbar The SMART Business Toolbar appears on the left or right side of the display. It contains the following items:   Buttons for accessing the four modes   Programs button   Tools   Move Toolbar button  ...
  • Page 9: Move Toolbar Button

    (Pressing Next Page on the last page inserts a new page.) 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.
  • Page 10: Whiteboard Mode

    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.
  • Page 11: About The Other Smart  Software On Your Computer

    For more information about SMART Meeting  Pro software, refer to the SMART Meeting  Pro software Help. The Help includes all of the information in this guide as well as information about SMART Product Drivers, SMART  Ink and SMART  Board Tools. You can view the Help on your SMART interactive product or on a mobile device.
  • Page 12: Chapter 2 Interacting With Applications In Desktop Mode

    To view the computer’s desktop and use its applications, press Desktop on the SMART Business Toolbar to enter Desktop mode. Tip  If you’re using a room license and there are multiple interactive displays connected to the computer, you can move applications from one display to another.
  • Page 13: Using The Programs Button

    You can also add links to SMART Tools. To access applications and tools   Press Programs on the SMART Business Toolbar, and then select the program or tool of your choice. Moving applications across displays If the computer is connected to multiple interactive displays, you can move applications from one display to another using the Organizer or the Window Shift buttons.
  • Page 14 Moving applications across displays using the Window Shift buttons Room license only When you use SMART Meeting  Pro software room license in a multiple display system, you can use the Window Shift buttons to move an application to another display. Because applications can appear on only one display at a time, this feature allows you to send an application to another display where another user can work with it.
  • Page 15: Chapter 3 Inserting Objects In Whiteboard  Mode

    PDF  files Writing and drawing in digital ink In Whiteboard mode, you can use your interactive display’s pen or the Pen tool on the SMART Business Toolbar to write or draw in digital ink. To write or draw in digital ink when connected to a SMART interactive display  ...
  • Page 16: Erasing Digital Ink

    You can erase digital ink using your interactive display’s eraser or the Eraser tool. To erase digital ink when connected to a SMART interactive product   Use the SMART interactive product’s eraser and SMART  Ink (see About the other SMART  software on your computer on page  7).
  • Page 17: Creating Shapes And Lines

    SMART Business Toolbar, and then select a shape. Note  If you don’t select a shape, SMART Meeting  Pro software uses the last shape or line you selected.   2. Create a shape by pressing the screen where you want to place the shape and dragging until the shape is the size you want.
  • Page 18: Typing, Editing And Formatting Text

    Note  If you don’t select a line, SMART Meeting  Pro software uses the last shape or line you selected.   2. Create a line by pressing the screen where you want the line to start and dragging to where you want the line to end.
  • Page 19: Converting Handwriting To Typed Text

    Chapter 3 Inserting objects in Whiteboard  mode   2. Begin typing using the keyboard connected to your computer or an on-screen keyboard.   3. When you finish typing text, press anywhere outside the text box or press the ESC key. The text is now a separate object that you can select, edit, resize and move.
  • Page 20: Inserting Images

    Whiteboard mode supports BMP, JPEG, TIFF, PNG, and GIF file formats. Note  Metafile (*.wmf) file formats are not fully supported by SMART  Meeting Pro and may not behave as expected when inserted in the Whiteboard page.
  • Page 21: Inserting Pdf Files

      5. Press Open.   6. Press OK. If you’re displaying pages in Classic Workspace, SMART Meeting  Pro software places each slide in the PowerPoint file on its own page. Navigate from slide to slide by pressing Next  Page in the Page Sorter (see Displaying pages on page  34).
  • Page 22 Chapter 3 Inserting objects in Whiteboard  mode   4. Press Open. SMART Meeting  Pro software places all pages in the PDF file on a single page in the Whiteboard file. If you’re displaying pages in Unbound Workspace, you can navigate PDF pages by pressing Next ...
  • Page 23: Chapter 4 Working With Objects In Whiteboard  Mode

    Chapter 4 Working with objects in Whiteboard  mode Chapter 4 Working with objects in Whiteboard  mode Selecting objects Changing objects’ properties Moving objects Moving objects to another page Rearranging stacked objects Locking objects Cutting, copying and pasting objects Cloning objects Resizing objects Using the resize handle Using the scale gesture...
  • Page 24: Selecting Objects

    Pressing an object’s menu arrow gives you access to the same menu as right-clicking the object. To select an object   1. Press Pan or Select on the SMART Business Toolbar.   2. Press the object you want to select. A selection rectangle appears around the object. Note ...
  • Page 25: Changing Objects' Properties

    Chapter 4 Working with objects in Whiteboard  mode To select multiple objects   1. Press Select on the SMART Business Toolbar.   2. Drag until a rectangle surrounds the objects you want to select. Hold down CTRL, and then press the objects you want to select.
  • Page 26: Moving Objects

    Chapter 4 Working with objects in Whiteboard  mode   3. Use the controls in the dialog box to change the object’s properties: Controls Procedure Digital Shapes Lines Text Images Outline Color Select a color or press More to define a custom color.
  • Page 27: Moving Objects To Another Page

    Chapter 4 Working with objects in Whiteboard  mode To flick an object   1. Select the object.   2. Quickly flick your finger in any direction. Moving objects to another page You can move objects to another page in a file. To move an object or objects to another page  ...
  • Page 28: Locking Objects

    Chapter 4 Working with objects in Whiteboard  mode To move an object to the back of the stack   1. Select the object.   2. Press the object’s menu arrow, and then select Order > Send to Back. To move an object one place forward in the stack  ...
  • Page 29: Cutting, Copying And Pasting Objects

    You can cut, copy and paste objects—including text, images, lines and shapes. Tips    In addition to cutting, copying and pasting objects within SMART Meeting  Pro software, you can cut, copy and paste content between SMART Meeting  Pro software and other applications.  ...
  • Page 30: Resizing Objects

    Chapter 4 Working with objects in Whiteboard  mode To clone an object   1. Select the object.   2. Press the object’s menu arrow, and then select Clone. A duplicate object appears on the page. Tips    You can clone an object an unlimited number of times.  ...
  • Page 31: Using The Scale Gesture

    Chapter 4 Working with objects in Whiteboard  mode To resize multiple objects   1. Group the objects, and then select the group (see Grouping objects on page  30). A selection rectangle appears around the group.   2. Press the resize handle in the lower-right corner of the selection rectangle.  ...
  • Page 32: Rotating Objects

    Chapter 4 Working with objects in Whiteboard  mode To resize multiple objects   1. Select the objects.   2. Using one finger on each hand, press the screen at opposite ends of one of the objects.   3. Drag your fingers away form each other to increase the objects’ size. Drag your fingers toward each other to decrease the objects’...
  • Page 33: Flipping Objects

    Chapter 4 Working with objects in Whiteboard  mode To rotate an object   1. Select the object.   2. Using one finger on each hand, press the screen at opposite ends of the object.   3. Move your fingers in a circle around the center of the object to rotate it. To rotate multiple objects  ...
  • Page 34: Grouping Objects

    If you write or draw multiple lines, SMART Meeting  Pro software automatically combines the lines into a single object. For example, if you write the letters of a word, SMART Meeting  Pro software combines the individual letters, enabling you to interact with the whole word. If you want to write words on the same line but don’t want them combined, leave a large gap between them, use different pens, or briefly put...
  • Page 35: Creating Standalone Links

    Chapter 4 Working with objects in Whiteboard  mode   3. To link the object to a website, type the website’s address in the File path or web address box. To link the object to a file, browse to or type the file’s location and name in the File path or web address box.
  • Page 36: Deleting Objects

    Chapter 4 Working with objects in Whiteboard  mode   4. Press OK. The link appears as an object on the page. One of the following icons appears in the lower-left corner of the object: link to a website link to a file To delete a standalone link  ...
  • Page 37: Chapter 5 Working With Pages In Whiteboard  Mode

    You can use the Page Sorter to add pages to your Whiteboard file. You can add a blank page or create a duplicate (or clone) of an existing page. Note  When you create a Whiteboard file in SMART Meeting  Pro software room license, the software inserts one page in the file for each display connected to the room computer. smarttech.com/kb/170973...
  • Page 38: Displaying Pages

      Press the thumbnail of the page you want to display in the Page Sorter. To display a page using the Organizer   1. Press Organizer on the SMART Business Toolbar, and then select the Pages tab.   2. Double-click the page’s thumbnail. Drag the page’s thumbnail to the appropriate display’s thumbnail.
  • Page 39: Displaying Pages In Full Whiteboard View

      Press Previous Page Displaying pages in Full Whiteboard view In Full Whiteboard view, SMART Meeting  Pro software expands the page to fill the screen by hiding the other user interface elements. You can still access commonly used commands using the minimized SMART Business Toolbar.
  • Page 40: Displaying Pages In Unbound Workspace

    Chapter 5 Working with pages in Whiteboard  mode Displaying pages in Unbound Workspace Depending on how you or the system administrator configured SMART Meeting  Pro software (see Changing Whiteboard mode settings on page  56), the software presents pages in one of two styles.
  • Page 41: Zooming

    Chapter 5 Working with pages in Whiteboard  mode Zooming To zoom in or out using the Zoom In and Zoom Out buttons   Press Zoom In to zoom in. Press Zoom Out to zoom out. To zoom in or out using multitouch gestures  ...
  • Page 42 Chapter 5 Working with pages in Whiteboard  mode To return to 100% magnification   Double-click the whiteboard area. Press Zoom to 100% Tip  If the page contains more content than can be displayed at 100% magnification, double-click the whiteboard area again to zoom out until all content is visible. smarttech.com/kb/170973...
  • Page 43: Panning While Zooming

    Chapter 5 Working with pages in Whiteboard  mode Panning while zooming To pan while zooming   1. Drag your fingers away from each other to zoom in. Drag your fingers toward each other to zoom out.   2. Move your fingers left, right, up or down to pan. smarttech.com/kb/170973...
  • Page 44: Using Radar View

    Chapter 5 Working with pages in Whiteboard  mode Using radar view To show radar view   Press Show Radar View on the SMART Business Toolbar. Radar view appears. Notes    The blue box indicates the current viewing area. You can change the viewing area by dragging the blue box within radar view.
  • Page 45: Inserting And Managing Bookmarks

    To insert a bookmark   1. If radar view isn’t visible, press Show Radar View on the SMART Business Toolbar.   2. Pan and zoom to the location where you want to insert the bookmark.   3. Press Add  Bookmark To rename a bookmark  ...
  • Page 46: Navigating Bookmarks

    Note  If you navigate to a bookmark, pan or zoom, and then press Next  Bookmark Previous  Bookmark , SMART Meeting  Pro software navigates to the bookmark. You can then press Next  Bookmark or Previous  Bookmark to navigate to the next or previous bookmark.
  • Page 47: Rearranging Pages

    To rearrange pages using the Organizer   1. Press Organizer on the SMART Business Toolbar, and then select the Pages tab.   2. Press the thumbnail of the page you want to move in the file. A blue border appears around the thumbnail.
  • Page 48: Chapter 6 Working With Files In Whiteboard  Mode

    Saving files Printing files Emailing files In SMART Meeting  Pro software, you can create or open files. After creating or opening a file, you can save it, print it or email it to others. Creating and opening files When you start SMART Meeting  Pro software, a new blank Whiteboard file opens automatically. You can also create or open another Whiteboard file any time you like.
  • Page 49   If you are using SMART Meeting  Pro software in Unbound Workspace and save your file in .pdf, .ppt, or .pptx format, the software scales the contents of Whiteboard pages to fit within the boundaries of PDF pages or PowerPoint slides.
  • Page 50 Chapter 6 Working with files in Whiteboard  mode   4. Select the format for the file from the Save as type list.   5. Press Save. If you save the file in a format other than .fcw or .notebook, a dialog box appears informing you that you may lose some features of your file, or that you won’t be able to open the file in a future session.
  • Page 51   6. Select the printer and set its properties, and then select any other options you’d like.   7. Press Print. Emailing files If you’re using a room license, you can email Whiteboard files directly from SMART Meeting  Pro software as .fcw, PDF or PowerPoint files. Note ...
  • Page 52 Chapter 6 Working with files in Whiteboard  mode To email a whiteboard file (email client configured)   1. Select File > Send To > Mail Recipient (as Attachment). A dialog box appears.   2. Type a name for the Whiteboard file in the File name box.  ...
  • Page 53: Chapter 7 Sharing Content Using The Business  Gallery

    You can browse content in the Business Gallery or search for content by keywords. You can also contribute your own content to the Business Gallery. This makes SMART Meeting  Pro software a simple but effective way to share content with others in your organization.
  • Page 54: Using Stock Content

    To search the Business Gallery   1. If the Business Gallery isn’t visible, press Gallery on the SMART Business Toolbar.   2. Type a keyword in the search box, and then press Search The Business Gallery displays all content that contains the keyword.
  • Page 55: Adding Your Own Content To The Business Gallery

    Changing Business Gallery settings on page  58. To create a folder   1. If the Business Gallery isn’t visible, press Gallery on the SMART Business Toolbar.   2. Press Gallery , and then select Add Custom Folder. The Add Custom Folder dialog box appears.
  • Page 56: Adding Your Content To Folders

    SMART Business Toolbar.   2. Select the object that you want to add as an item.   3. Drag the object from the page to the folder. SMART Meeting  Pro software adds the object to the folder as an item. Notes   ...
  • Page 57: Exporting Your Content

      6. Press OK. To delete an item   1. If the Business Gallery isn’t visible, press Gallery on the SMART Business Toolbar.   2. Select the folder containing the item.   3. Select the item, press its menu arrow , and then select Delete.
  • Page 58: Chapter 8 Maintaining Smart Meeting  Pro Software

    You must have administrator rights to access the SMART  Meeting  Pro Settings dialog box. Accessing SMART Meeting  Pro Settings You can use the SMART  Meeting  Pro Settings dialog box to change various administrator settings. You can also change your administrator password.
  • Page 59: Changing General Settings

    Whether the operating system logs off by default when users end meetings To change general settings   1. Open the SMART  Meeting  Pro Settings dialog box (see Accessing SMART Meeting  Pro Settings on the previous page).   2. Press the SMART Meeting Pro tab.
  • Page 60: Changing Whiteboard Mode Settings

    Whiteboard files are saved automatically or you can disable the auto-save and recovery feature. To change Whiteboard mode settings   1. Open the SMART  Meeting  Pro Settings dialog box (see Accessing SMART Meeting  Pro Settings on page  54). smarttech.com/kb/170973...
  • Page 61 Chapter 8 Maintaining SMART Meeting  Pro software   2. Press the Whiteboard tab.   3. Change settings: Control Procedure Notes Default Select Unbound Whiteboard to In Unbound Workspace, pages have whiteboard style present pages in Unbound no defined boundaries, and the page Workspace.
  • Page 62: Changing Business Gallery Settings

    You can also add additional content folders. To change Business Gallery settings   1. Open the SMART  Meeting  Pro Settings dialog box (see Accessing SMART Meeting  Pro Settings on page  54).   2. Press the Gallery tab.
  • Page 63: Customizing The Programs Button Menu

    Chapter 8 Maintaining SMART Meeting  Pro software   3. Change settings: Control Procedure Notes Show Stock Select the check box to show stock The Business Gallery contains an Content content. extensive collection of stock content, including templates for brainstorming, decision making and meeting...
  • Page 64 In Windows 8.1 operating system, go to the Apps screen and then scroll to and select SMART  Technologies  > Meeting Pro Program Menu Customization. In Windows 10 operating system, press Start, and then scroll to and select SMART  Technologies > Meeting Pro Program Menu Customization.
  • Page 65   3. Update the path to the application file, document file, folder or website.   4. Press OK. The shortcut will point to the new path in the Programs button menu the next time you start SMART Meeting  Pro software.
  • Page 66 Chapter 8 Maintaining SMART Meeting  Pro software   4. Press Move Up and Move Down to position the separator where you want it to appear. The new separator appears in the Programs button menu the next time you start SMART Meeting  Pro software.
  • Page 67: Appendix A Connecting With Others Using Bridgit Software Integration

    If your organization has a Bridgit server, you can install and use Bridgit software to create or join online meetings and present your SMART Meeting Pro software personal license files to others at those meetings. Others can write, draw and erase digital ink in your files.
  • Page 68 SMART  Technologies smarttech.com/support smarttech.com/contactsupport smarttech.com/kb/170973...

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