US Conferencing Service Instructions
Toll Free Access #__________
Conference Code___________
Security Code_____________

To Make a Call Using "Meet Me" Mode:


  1. Give participants your toll-free access number and Conference Code.
  2. To begin the call, dial the toll-free access number.
  3. If you are the first person on the call (the moderator), you will be asked to enter the Conference Code & PIN (3 digit).

Your Call is Now in Progress.
  1. Up to 50 participants may now join in the call by dialing the toll-free access number and entering just the Conference Code.

  2. Participants are added to the call with an announcement tone.

  3. With the default settings, the call will end when the moderator hangs up.

  4. Your settings can be changed to allow the call to continue without the moderator.

  5. See "Set Preferences" below

Remember to keep your 3-digit Security Code private to protect your account.

To Make a Call Using Web Enhanced Mode:


Log in to your account at the "My Account" area on the Home Page. To log in you will enter your email address and password. On the next screen select Web Enhanced Calling, enter your conference number, conference code and PIN (3 digit), select "I am Owner of This Account." At the following screen, select "Enter Conference Room", now enter your name and phone number and a call name (call name is your choice and is an excellent way to keep track of the purpose of the call).

You may now add up to 50 participants by selecting the "Add Participant" button from the menu bar. Fill in each participant's name and phone number. The "Sidebar" option allows you to speak with individuals before adding them to the call. Select "Accept" to have them join in!

Without "Sidebar" option, participants may join in the call and they are added with an announcement tone

Adding them in Sidebar is the default setting. If you add a participant "with Sidebar" please notify all other participants currently on a conference call that you are adding someone else and that they can continue among themselves, but that you will be muted from the call for a moment. When you have successfully connected with the party you are calling you will see a message "You are currently sidebarred with "party name" - you will need to press the ACCEPT button to place them on the conference call and return you to the conference call. Alternately, you may add a party without using the Sidebar function by unchecking the box "add with sidebar."

To Add International Participants:


To add a participant outside the U.S. to your conference call, you may either have that participant call into our toll based International access number or you may dial out to that person through our Web Enhanced Calling mode and use its "Add Participant" option to call your international party.

If you are having the party call in, then the party will call the US based International access number 213-341-0862, and at the voice prompt enter your conference code. The party will then be placed on the active conference call. Please note that that 213-341-0862 is a toll based number and the party calling in will pay normal toll charges for a call to the United States.

To use Web Enhanced Calling to add an international participant, log in to your account at the "My Account" area on the Home Page. To log in you will enter your email address and password. On the next screen select Web Enhanced Calling, enter your toll-free access number, conference code and PIN (3 digit) then select "I am Owner of This Account." At the following screen, select "Enter Conference Room", now enter your name and phone number and a call name (call name is your choice and is an excellent way to keep track of the purpose of the call). Then click on "Add Participant" and enter the required information. Your party will be called and added into your conference call.

The moderator will be billed the standard rate per minute conference call rate for each participant, whether they are US or internationally based.

To Use Both "Meet Me" and "Web Enhanced" Modes:


To add a participant outside the U.S. to your conference call, you will need to dial out to that person through our Web Enhanced Calling mode and use its "Add Participant" option to call your international party. To use Web Enhanced Calling log in to your account at the "My Account" area on the Home Page. To log in you will enter your email address and password. On the next screen select Web Enhanced Calling, enter your toll-free access number, conference code and PIN (3 digit) then select "I am Owner of This Account." At the following screen, select "Enter Conference Room", now enter your name and phone number and a call name (call name is your choice and is an excellent way to keep track of the purpose of the call). Then click on "Add Participant" and enter the required information. Your party will be called and added into your conference call.

Note: When adding participants to a call you may "add with a Sidebar" or not. Adding them in Sidebar is the default setting. If you add a participant "with Sidebar" please notify all other participants currently on a conference call that you are adding someone else and that they can continue among themselves, but that you will be muted from the call for a moment. When you have successfully connected with the party you are calling you will see a message "You are currently sidebarred with "party name" - you will need to press the ACCEPT button to place them on the conference call and return you to the conference call. Alternately, you may add a party without using the Sidebar function by unchecking the box "add with sidebar."

Web Enhanced Mode Call Controls:

Participant Mute - The participant can still hear the call but cannot be heard by others on the call.

Participant Hold - The participant cannot hear the call or be heard by others on the call.

Participant Remove - Removes a participant from the call.

Open Notepad - Opens a notepad that allows you to make simple notes during a call and email them to yourself and/or participants of the conference.

Call History - Retrieves information about a past call anytime you want - including participants and their phone numbers, time, length and cost of each call.

Set Preferences - There are three main account preference options:
  1. Open Account - A user (other than the moderator) may start a conference call with only the Conference Code. The call will continue after the call manager (the person who starts the call) hangs up. Note: The sidebar option will be disabled.
  2. Secure Account - A user needs both the Conference and Security Codes to start a call. The call will continue after the call manager hangs up.
  3. Restricted Account (default) - The user needs both the Conference and Security Codes to start a call. The call will end when the call manager hangs up.

WEB CONFERENCING GUIDE

This guide provides the basic information necessary to start a US Conferencing Web Conference. Please review the requirements to ensure you have everything you need to get started and then continue through the remainder of this guide to conduct your first US Conferencing Web conference.

If you need additional assistance getting started or if you do not yet have an account, contact US Conferencing support at #csphone# or support@usconferencing.com

Requirements

When you sign up for a US Conferencing account, you will receive a unique Conference Code and PIN 3 digit). Neither advanced planning nor reservations are required with US Conferencing - you can begin conducting Web conferences with up to 400 participants instantly. The system requirements for hosting and participating in Web conferences are as follows:

General System Requirements - Additional requirements for Application Sharing (Presenters*) Additional Requirements for Viewing Shared Applications *The Host is the person who starts the conference. The Presenter can be the Host or a Participant who receives control of the conference from the Host.

Begin using your US Conferencing account by opening the Log Into Your Account section at www.usconferencing.com . When you open this page, you are presented with login forms for joining and hosting conferences. To host a conference, complete the "host conference" form using the Host ID and Passcode you received at registration.

Logging In

Begin using your US Conferencing account by opening the Log Into Your Account section at www.usconferencing.com . When you open this page, you are presented with login forms for joining and hosting conferences. To host a conference, complete the host conference form using the Host ID and Passcode you received at registration.

Host (Presenter) Controls

After you have successfully logged in, you are presented with a conference window. At the top of the conference window is a toolbar (Figure B) containing buttons used to conduct and manage Web conferences.


Figure B. Toolbar (Host controls)

Starting a Web Conference

Since US Conferencing Web Conferencing does not require pre-planning or scheduling, once you have logged into your account, you can immediately start a conference.

To start a conference:

As each user logs in to the conference, the userŐs name appears in the Roster. Note: Participants will be unable to join a conference until the Host has started the conference.

Publishing a Document

Once you have logged in to your US Conferencing account you can either start a Web conference or you can prepare for a conference by publishing Microsoft PowerPoint, Word, or Excel documents (Figure C).

To Publish documents:

After you complete these steps, your document is automatically copied and converted into a US Conferencing presentation and saved into the presentation library. A status bar indicates the publishing progress. Once publishing is complete, the first page of your document appears in the conference window.

To present previously published documents: At the conclusion of the conference, you will have the option to delete your document. If you do not delete your presentation at the conclusion of a conference, you may choose to delete it anytime in the future using the PUBLISH feature.

To Delete a published document:

Presentation Tools

Use the NEXT, PREV and the Slide List on the toolbar to move within your presentation, document sections or worksheets. Use the POINT button to toggle the Pointer tool on and off when you want to highlight the content of your presentation. To turn off the pointer, click the POINT button again. Use the MARKER button when you want to annotate the content of your presentation in real time. Choose from 15 Marker colors by clicking on the down arrow on the MARKER button. To turn off the Marker, click on the MARKER button again. To clear the annotation, advance to the next slide.

Application Sharing

The SHARE button allows you to share specific applications or your entire desktop, thereby enabling your participants to view changes as you make them and to see applications unique to your desktop. Once you have selected the SHARE button, and if this is your first time using the application sharing feature, you will be prompted to accept a download. After taking the download you receive a dialog box that shows a list of your currently running applications (Figure D).

To share an individual application: To share all applications: To stop sharing: If you would like to allow a participant to make changes to your shared application, you must give control to that participant.

To transfer control to a participant: To regain control of the application: *NOTE: The Performance Setting option allows you to optimize application sharing performance and quality. The options are as follows:

- 4 bit color map (best speed),
- 8 bit color map (recommended),
- True Color (best quality).

Scheduling a Conference with Outlook

US Conferencing Microsoft OutlookTM Integration allows a Host to schedule web conferences using Microsoft Outlook. Adding web conferencing to an Outlook meeting is as simple as clicking WEB CONFERENCE in Outlook.

To schedule a conference using Outlook:

Ending a Conference

When you are finished with your presentation, click the STOP button on the toolbar to conclude the conference and disconnect all participants. At this point, you are still logged in and can start a new conference. If you are finished, you can log out of your account using the LOGOFF button on the toolbar.

For additional help, access the online help through HELP button on your US Conferencing toolbar.

GENERAL GUIDELINES

Lost or misplaced Passwords:

Please click on "Lost Password" at the Bottom of the My Account area. You will be asked to enter the email address you provided when you initially signed up. Your password will be sent to that email address.

Lost Conference Codes and PIN’s (3 digit):

Log in under the My Account Area, then click on Conference Code and PIN Manager. You will then be able to review all of the Conference Codes and PIN’s registered to your account.