Gototraining User Guide

GoToTraining

User Guide

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GoToTraining® User Guide

What equipment do I need to use GoToTraining? All you need to start using GoToTraining are the following: • Windows, Mac computer, laptop, smartphone, ipad • Internet connection (broadband is best) • Microphone and speakers (built-in or USB headset) • Most computers have built-in microphones and speakers, but you will get much better audio quality if you use a headset or handset.You can also make calls on your landline or mobile device.

GoToTraining Terms Review a list of useful GoToTraining terms

• Attendee: An attendee is any person who joins a training session with no pre-specified role. Attendees have very limited privileges. • Attentiveness: Attentiveness of the audience can be seen in the Dashboard pane of the Organizer Control Panel and in the Attendee List. GoToTraining monitors audience attentiveness by checking if the Attendee Viewer and Control Panel are active and on top of other applications. For example, if an attendee clicks on another application (bringing it to the forefront) that attendee would show as inattentive. • Control Panel: The Control Panel gives organizers, panelists and attendees access to various insession training functions. • Course Catalog: The Course Catalog is an online listing of all posted upcoming scheduled training sessions. People can read about training sessions from this list and register for them, or see that they are full. • GoToMeeting/GoToTraining Suite Icon: Organizers on Mac can use the GoToMeeting daisy icon to access both GoToMeeting and GoToTraining features. Double-click the daisy icon on your desktop to access organizer shortcuts. • GoToMeeting/GoToTraining System Tray Icon: Organizers on Windows can use the daisy icon in your system tray to access both GoToMeeting and GoToTraining features. Right-click the daisy icon to access organizer shortcuts. Icon Description GoToMeeting/GoToTraining is ready: A connection has been made, and the application is ready to be used. The user has all menu options available.

GoToMeeting/GoToTraining is connecting: The application is attempting to establish a connection with the server. This icon is animated to look like it is “filling up.”

GoToMeeting is in session: A meeting is in progress.

GoToTraining is in session: A training is in progress.

GoToMeeting/GoToTraining is offline: A connection has been made, but there is some temporary network difficulty. The user still has all menu options available.

GoToMeeting/GoToTraining is not connected: A connection could not be established. The user has a very limited set of menu options (Help, About, Exit).

• Hallway: The hallway is a dialog box displayed to attendees who have joined a live training session before an organizer has actually started it. Once an organizer has started the live training session, the hallway dialog box disappears and attendees see the Waiting Room.

• In-Session: The time frame from when the training session is started by the organizer to when the training session ends. • No-Show: A No-Show is someone who registered but did not attend the live training session. • Organizer: An organizer is the person who schedules and starts a training session. There can be more than one organizer in a training session. • Post-training: The time frame after the training session ends, when tasks are done on the GoToTraining website, such as reporting, archiving a recording or sending out a follow-up email. Only scheduling organizers and co-organizers scheduled in advance of the training session can perform post-training tasks. Attendeespromoted in-session to an organizer cannot log in to GoToTraining and perform post-training tasks. • Presenter: A presenter is the person showing his or her desktop. The current presenter can then pass this role back to the organizer or to another attendee. • Pre-training: The time frame before the training session begins when tasks are done on the GoToTraining website, such as scheduling a training session, monitoring the registration count or creating in-session polls and evaluations. Only organizers can perform pre-training tasks. • Registrant: A registrant is any person who has registered for a training session. • Registration Confirmation: The Registration Confirmation email provides training session information, links to materials and pre-tests, audio information and a unique link to join the training session. If you are using Manual Approval, a registrant does not receive a Registration Confirmation until you have approved that person. • Viewer: The GoToTraining Viewer is the window that appears on the attendee's computer displaying the presenter's desktop or shared application. • VoIP (Mic & Speakers): Voice over Internet Protocol. • Waiting Room: The Waiting Room screen displays in the Viewer any time attendees wait for a presenter to begin showing his or her screen or when Screen Sharing is stopped.

Log in to your account After you've created your GoToTraining account, use the email and password you signed up with to log in to access all of GoToTraining's easy-to-use features!

Once the GoToTraining application downloads to your computer; the daisy icon appears in your system tray ready for use.

Forgot your password? 1. Go to the Forgot Your Password? page. 2. Enter the email address you use to log in to your account. 3. Click Submit to reset your password.

4. Once you receive the Forgot Your Password email, click the link to create a new password. Then log in using your newly created password.

Don't have an account? Try GoToTraining free for 30 days! Included in your 30-day free trial:

• Unlimited online training sessions • Up to 25 attendees per training session • Audio via telephone and/or mic and speakers • Free product training and 24/7 support Forgot Your Password If you can't remember your password, you can reset it with a few easy steps! 1. Go to www.gototraining.com and click the Forgot your password? link above the Log In button.

Note: If you do not see the Secure Login screen, click the Log In link on the top left of the screen .

2. Enter your email address that was used to create your account and click Continue.

3. Once you receive the Forgot Your Password email, click the link to create a new password. 4. Click Save.

• If you haven’t received an email to create a new account password: Check your spam or junk mail folder. The password reset email may have been flagged as spam. If you still don't have the email, contact Global Customer Support for assistance.

• If you don't have access to your account email address: Please contact Global Customer Support for assistance. The GoToTraining Application Schedule and review existing trainings from your desktop.

Open the GoToTraining application (Windows) The GoToMeeting/GoToTraining system tray icon provides convenient access to all GoToMeeting/GoToTraining functions. To access functions from your PC, right-click the system tray icon and select the desired function.

The GoToTraining application The GoToTraining application allows quick access to scheduling and managing a training session and setting preferences, as well as access to GoToMeeting. You can install the application once you create your organizer account. If the GoToTraining application has been removed, you can re-install it at any time.

• Schedule a Training: Links to the GoToTraining website where you can schedule training sessions. • My Trainings: Links to the GoToTraining website where you can view and manage scheduled training sessions. • Join: Joins you to a meeting or training session after entering the meeting/training ID. • Help: Launches online help for GoToMeeting/GoToTraining. • Preferences: Provides access to user preferences. • Preferences: Provides access to user preferences. • About: Provides GoToMeeting/GoToTraining software version information. • Exit: Closes the GoToMeeting/GoToTraining application.

Open the GoToTraining application (Mac) 1. Log in to your account. 2. On the My Meetings page, click the Host a Meeting button. The GoToMeeting Suite, which includes GoToTraining, downloads. 3. At the Schedule a Meeting prompt, click Cancel. The GoToMeeting Suite icon appears on your desktop. Once downloaded, the GoToMeeting Suite can be moved from your desktop to a location of your choice, including your dock. Mac users can access many GoToTraining functions by double-clicking the GoToMeeting icon on their desktop or clicking the icon in their dock. Other functions, including Help and Preferences, can be accessed from the GoToMeeting menu bar.

Set GoToTraining Application Preferences You can set preferences for running GoToTraining, such as how GoToTraining starts when logging into the computer, in-session usage tips and recording preferences.

Set Preferences (Windows) Set GoToTraining preferences from the system tray icon

1. Right-click the daisy icon in your system tray and select Preferences. 2. Click the category you want to customize. 3. Select your preferences. 4. Click OK.

Start Up The Start Up category enables you to select how the GoToMeeting/GoToTraining application starts when logging into the computer.

• Automatically after I log in to Windows: This option starts the application automatically after you log in to your PC. • Manually: This option sets the application to start only when you launch the application.

• Log in: Selecting the "Remember me on this computer" check box enables automatic login to the system. • Remind me of upcoming Meetings : This check box applies to the GoToMeeting application and becomes available if you select the "Automatically after I log in to Windows" check box. Checking this box provides you with reminders for your scheduled meetings. • Periodically synchronize reminders with My Meetings: This check box is applicable to users of Citrix Presentation Server and is the recommended setting for optimal use. This option becomes available if you select the "Remind me of upcoming Meetings" check box and synchronizes meetings scheduled from a published Outlook® or Lotus Notes® with a local installation of GoToMeeting. At this time, GotoTraining does not automatically synchronize with Outlook® or Lotus Notes®.

General • File save settings: This setting allows you to always save Chat Logs to your local computer. • Security: This option enables/disables the inactivity time-out feature which automatically stops screen sharing if there is no keyboard input or mouse movement for the specified period of time. • Session Identity: Remembers your name and email address as it appears in the GoToMeeting or GoToTraining Attendee List.

Meetings This category applies to the GoToMeeting application. Please see the Preferences topic for GoToMeeting.

Trainings The Trainings category enables you to determine which action messages are visible to you during a training session.

Recording Recording preferences can also be accessed during a training session; for instructions on this and more information on recording settings, please see Record a Training Session.

• Audio: Allows you to enable or disable the audio recording feature. To record, choose which audio service you scheduled to use for your training session. • Video: Allows you to select the training recording output format and destination for saving the file.

Integrations This category applies to the GoToMeeting application. Please see the Preferences topic for GoToMeeting. Connection The Connection category enables you to test the status of the GoToMeeting/GoToTraining connection.To ensure a valid connection test, we advise that you refrain from testing your connection unless directed by a Citrix Online Global Support agent.

Audio The Audio category enables you to select and test microphone and speaker devices for use with VoIP. These preferences can also be accessed during a training session.

Webcams The Webcam category allows organizers to set up their Webcam and select a display format, either 4:3 (Normal) or 16:9 (Widescreen).

Set Preferences (Mac) Set GoToTraining preferences

1. Double-click the daisy icon and select Preferences from the GoToMeeting suite menu bar. 2. Select the appropriate tab for the set of preferences you want to customize. 3. Select your preferences. 4. Click OK. Start Up The Start Up category enables you to select how the GoToMeeting/GoToTraining application starts when logging into the computer.

• Log in: Selecting the "Remember me on this computer" check box enables automatic login to the system.

General • Session Identity: Remembers your name and email address as it appears in the GoToMeeting or GoToTraining Attendee List.

Meetings This category applies to the GoToMeeting application. Please see the Preferences topic for GoToMeeting. Integration This category applies to the GoToMeeting application. Please see the Preferences topic for GoToMeeting. Connection The Connection category enables you to test the status of the GoToMeeting/GoToTraining connection. To ensure a valid connection test, we advise that you refrain from testing your connection unless directed by a Citrix Online Global Customer Support agent.

For Attendees Joining a Training Attending a training session requires registration. If you have registered through an invitation email or registration link, you will receive a confirmation email with a link to join the training session. If you are joining a training session that is already in session and you have not yet registered, you will be prompted to do so. Note: Some training sessions may require organizer approval before you can receive a confirmation email with information on how to join the training session. Join a training session from a confirmation email 1. Open the confirmation email. 2. Click the link to join the training session. 3. If prompted, click Yes, Grant or Trust to accept the download. 4. If the organizer has not yet started the training session, you will see the Waiting for Organizer screen.

Join a training session from a calendar application If you clicked the Add to Calendar link on your confirmation email, your training session is already scheduled on your calendar. 1. Open your calendar. 2. In the GoToTraining invite, click the GoToTraining linkat the scheduled time of the training session 3. If the organizer has not yet started the training session, you see the Waiting for Organizer screen.

Join a training session from the web 1. Type www.jointraining.com in your browser's address bar. 2. Click Enter. 3. On the Join the Training page, enter the Training ID and your email address. 4. Click Continue.

Join a training session from the GoToMeeting application on Macs 1. Open the GoToMeeting application fromyour desktop, dock or applications. 2. On the GoToMeeting Suite window, click Join. Enter the Training ID to join the training session.

Join a training session from the GoToMeeting system tray icon on Windows 1. Right-click the daisy icon in the lower-right system tray. 2. Select Join. Enter the Training ID to join the training session.

Waiting for Organizer screen The Waiting for Organizer screen indicates that your training organizer has not yet started the session. When the organizer starts the session, this screen disappears, and the GoToTraining Viewer and Control Panel appears.

GoToTraining Viewer and Control Panel When you first start or join a training session, the GoToTraining Viewer and the Control Panel appears on the right side of your screen. Use the Control Panel to manage your training session. To free up space on your desktop, you can collapse the Control Panel and use the Grab Tab to continue to manage the session.

• Show or Hide Control Panel: Expand or minimize the Control Panel. • Mute and Unmute: Mute or unmute an attendee, if an attendee dials in to a training session by phone, he/she must enter the Audio PIN before you can mute/unmute him/her.

• Screen Sharing: Present a document, PowerPoint presentation or whatever you want to share with the audience. • Keyboard and Mouse Control: Give keyboard and mouse control to an attendee so they can control your screen. • Change Presenter: Change presenters so that someone else can show their screen. • Drawing Tools: Annotate directly on your screen to highlight, call out and draw attention to your document, presentation or whatever you're sharing • Audio: Choose how you want to join the audio portion of the training session. The organizer sets the audio options before the training session. • Attendee List: View the names of all the participants in-session. • Materials: View documents and links provided by the organizer. • Chat: Send and receive Chat messages in-session. Viewable only if the organizer has made it visible to attendees. • GoToTraining Viewer: The presentation is viewed in this window. Use the drop-down menu in the lower right corner to adjust the size of the Viewer.

Audio Audio: Using Telephone

Learn how to connect to audio using a telephone.

Use Telephone to connect to the audio conference You can use a landline or mobile phone to dial in to the audio conference. Once you're in-session, you'll have access to your unique Audio PIN. 1. During a training session, select Telephone in the Audio pane of your Control Panel. 2. Dial the conference call number provided. 3. Enter the access code followed by the # key. 4. Enter the Audio PIN followed by the # key. Note: By default, all attendees are unmuted upon joining a training session. You can set mute/unmute preferences in the Attendee List or on the Grab Tab, which requires that you enter the Audio PIN. See Manage Attendee Audio.

Manage audio by telephone (organizers only) Command Function Action *2 Count Provides the number of participants currently on the conference call. *3 On-Hold By default, organizer hears beeps until the first caller arrives. Press *3 Beeps to turn off the on-hold beeps. *4 Menu Provides a menu of available conference commands. *5 Mute/Unmute Attendees Sets mute/unmute modes for attendees. By default, all attendees are unmuted. Pressing *5 cycles through the following options:

• Mute attendees - Attendees can unmute themselves. • Mute attendees - Attendees cannot unmute themselves. • Unmute attendees - All attendees are unmuted. *6 Mute/Unmute Mutes the organizer's line. Pressing *6 again unmutes the line. Organizer *8 Tone Controls Sets entry and exit tones. By default, entry and exit tones are turned on. Pressing *8 cycles through the following options:

• Entry and exit tones off • Entry tone off/exit tone on • Entry tone on/exit tone off • Entry and exit tones on

Audio Checklist: Using Mic & Speakers Make sure you are using the recommended equipment for an optimal audio experience.

Mic & Speakers Device Recommendations When using Mic & Speakers, audio quality can vary based on your audio software, hardware manufacturer and operating system. We recommend the following audio hardware in order from best quality to poor quality: Listed in order from best quality to poor quality

USB* headset connected to your computer Best

Headphones and USB* microphone connected to your computer

Analog** headset connected to your computer Good

Headphones and analog microphone** connected to your computer

External speakers and analog microphone

Laptop built-in microphone and speakers Poor

External speakers and USB Webcam Poor microphone

*USB Cable **Analog Cable

Use Mic & Speakers to connect to the audio conference (Windows) Your audio quality may vary depending on your audio software, hardware, operating system and Internet connection. We recommend using a USB headset plugged into your computer and placing your microphone away from other speakers or devices. Select and test your Mic & Speakers 1. During a training session, select Use Mic & Speakers in the Audio pane of your Control Panel. 2. Click Settings.

a. Test your microphone setup: Select a microphone from the drop-down menu. Speak into your microphone: If the correct device is selected, the meter lights up green. b. Test your speakers setup: Select speakers from the drop-down menu. Click Play Sound: If connected correctly, the meter lights up green and you hear an audio track through your speakers. If the green meters do not light up, select another device listed in the menu and repeat the test. c. The volume bar can be adjusted at any time during the training session. Note: Advanced audio settings are automatically adjusted. We recommend you keep the advanced options checked. If you uncheck the advanced options, you must manually configure your audio settings through Windows Sounds and Audio Devices. If your attendees cannot understand you because your voice is distorted, try to uncheck "Microphone boost." 3. Click OK once you've verified that your microphone and speakers are working properly.

Use Mic & Speakers to connect to the audio conference (Mac) Mac users can select audio devices in-session only. Input and output devices connected to your computer are automatically detected. Select and test your Mic &Speakers 1. Open the Audio pane of the Control Panel. If your audio devices are connected correctly, you should see the sound meters in the Control Panel light up green when you speak. 2. If the meters for Mic & Speakers do not light up green when you or others are speaking, click the icons in the Audio pane of the Control Panel. A drop-down menu appears when you click either icon. • Microphone - To test, speak into your microphone; if the correct device is selected, the meter lights up green. • Speakers - To test, select a device from the drop-down menu. If connected correctly, the meter lights up green and you hear an audio track through your speakers. • If the green meters do not light up, select another device listed in the menu and repeat the test. • Adjust speaker volume on your Mac keyboard.

For additional help with audio problems, see Audio Troubleshooting.

Manage Attendee Audio You can manage your attendees' audio from the Attendee List in your Control Panel.

a. Click the Mute icon to mute or unmute individual attendees (the Audio PIN must be entered). b. Click Mute All or Unmute All to mute or unmute all attendees .

The following icons may appear in the first column next to the attendee's name, depending on the audio connection and the mute status:

Edit Audio You can edit audio at any time during a training session. Click Edit in the Audio pane of the Control Panel to make changes.

• Edit Audio Mode: You can edit audio information during a training session. Audio changes are displayed in the attendees' Control Panel. • Play On-Hold Beeps: By default, you hear beeps until the first caller arrives. Uncheck to turn off on-hold beeps. • Play Entry/Exit Chimes: By default, attendees hear a chime every time an attendee enters/exits the training session. Uncheck to turn off entry/exit chimes.

Toll-Free options for individual accounts

Toll-Free options for corporate accounts 1. Click Done.

Content Sharing and Co-Organizers: Enable & Disable If enabled by a company administrator, organizers on corporate plans can allow content sharing and can invite a co-organizer on their account prior to hosting a training session.

• Content sharing allows all organizers to view, use, edit and delete materials, tests, polls and evaluations stored in the Library. In the Library, the upload date and organizer's name appears next to the content; if an organizer makes a change to the content, the new upload date and organizer's name appears.Best Practice Tip: If you are on a corporate plan, it is a good idea to communicate with all organizers on your account about sharing content. • Inviting co-organizers allows organizers to select other co-organizers within the account to manage training sessions. Enable or disable content sharing and co-organizers (corporate plan) 1. Log in to your account your account as an administrator. 2. Select GoToTraining Settings on the Administration Center's home page.

3.Select the Content Sharing tab, and click Enabled to allow content sharing and to allow organizers to invite co-organizers within the account to manage their training sessions. Or, click Disabled so that content sharing is not allowed, and organizers cannot become coorganizers of each other's training sessions. 4. Click Save Changes.

Both corporate and individual plans allow organizers to choose co-organizers within the account to manage training sessions. See Co-Organizers.

Schedule a Training Schedule a Training You can schedule training sessions from the GoToTraining website. You can also right-click the GoToTraining daisy icon in the system tray and select Schedule a Training. You can edit a scheduled training session at any time. A new training session can be based on an existing training session using the copying capabilities of GoToTraining. 1. Log in to your account. 2. Click My Trainings in the left navigation. 3. Click Schedule a Training in the drop-down menu. 4. Complete the training details.

• Training Title: The name you give your training session appears in all communications through GoToTraining. Special characters and symbols (such as ™, ®, ©) will not appear in training titles. • Training Description: Type a brief description about what will be presented in your training session. Use it to generate interest. • Start Date, Start Time, End Time: Select when your training session will take place. • Recurs: Never, Every Week, Every Month, Intermittently. See Recurring Training. • Training Time Zone: Select your time zone (this defaults to the time zone on your account settings).

5. Click Schedule. The Manage Training page for your newly scheduled training appears.

Copying a Training Session Learn how to copy an existing or upcoming training session.

Copy an existing or upcoming training session 1. Log in to your account. 2. Click My Trainings in the left navigation. 3. Click the Upcoming Trainings or Past Trainings tab. a. For upcoming training sessions, click the title of the training session you want to copy. On the Manage Training page, click the Copy this training link at the top right.

b. For existing training sessions, on the row of the training session you wish to copy, click the Copy button.

Recurring Training Sessions When scheduling a training session, you can select recurring training sessions either weekly, monthly or intermittently. You indicate your choice with the drop-down menu on the Schedule a Training page. In all instances of recurring training sessions, you have the option of indicating that the same or different registrants will attend.

• Different Attendees: Single-session training that recurs and attendees can register for the most convenient date. • Same Attendees: Multiple-session training for which each attendee is expected to be at every training session. Note: If you are charging a fee for your recurring training sessions, registrants marked Different Attendees will have to pay separately for each selected training session. Registrants for recurring training sessions marked Same Attendees will pay a single fee for the entire group of training sessions. Weekly training sessions • Each weekly training session's End Date defaults to 4 weeks after the Start Date. The default End Date can be edited, but you cannot schedule more than 25 recurring training sessions or schedule beyond 1 year from the Start Date. • Each recurring training session can be canceled individually.

Monthly training sessions • Each monthly training session's End Date defaults to 6 months after the Start Date. The default End Date can be edited, but you cannot schedule more than 25 recurring training sessions or schedule beyond 1 year from the Start Date. • Monthly training sessions can be set to recur on the same day of the month or the same date of the month, based on the Start Date. • Each recurring training session can be individually canceled.

Intermittent training sessions • Each training session must be individually scheduled using the Add another session button under Date/Time on My Trainings page, but you cannot schedule more than 25 recurring training sessions or schedule beyond 1 year from the Start Date. • Each recurring training session can be individually canceled.

Delete one or more training sessions of a recurring training session

• Click the Trash icon next to the Training ID under Date/Time on the Manage Training page. A deleted training session is removed from the catalog, and all registration, material and test links become invalid. • If there are registrants, you are prompted to send a customized cancellation email to them. If a fee has been charged for the training session, notify the registrant about refund availability.

Turn a one-time training session into multiple sessions If you have created a one-time training session but wish to make it multiple sessions for the same training session: 1. Click the title of the training session on the My Trainings page. 2. Click Edit Date and Time in the Date/Time section on the Manage Training page. 3. Click the Add another session link and enter the new date and time information. All attendees are expected to attend all training sessions. 1. On the My Trainings page, click the title of the training session for which you want to invite a coorganizer. 2. On the Manage Training page, click Edit in the Organizers section. 3. On the Manage Organizers page: a. Select one or more organizers from your account. b. Select the "Email chosen organizers that they have been selected to assist with this training" check box if you want to notify selected organizers that they have been tagged as a coorganizer. 4. Click Save. Select Audio for a Training Session GoToTraining includes built-in audio at no extra cost to you. Choose between Voice over Internet Protocol (VoIP), long distance and/or toll-free (optional service for corporate plans only).

• Participants who join the training session via VoIP need a headset (USB recommended) or microphone and speakers. • Participants who join the training session via telephone dial a toll-based number that GoToTraining provides automatically. Participants are then charged their standard long-distance rate for calling this toll-based number, just as if they made a regular long-distance call. Corporate organizers may also be able to provide a toll-free number through our Integrated Toll-Free audio service, depending on their company's service contract. See Audio Options for a summary of the different audio conferencing plans. Audio instructions are provided for all attendees in the Control Panel once the training session starts. GoToTraining automatically generates a conference call number, access code and Audio PIN for all attendees joining via telephone.By default, your training session is scheduled using GoToTraining built-in audio. Note: If you choose to use your own audio service provider for the audio portion of the training session, GoToTraining includes your dial-in numbers with the training session information; however, GoToTraining audio features (such as VoIP and Control Panel audio management) do not apply. Edit audio for all future training sessions Note: Changes made on the Settings page will affect all future training sessions. It will not change settings for currently scheduled training sessions. To make changes for a particular training session, use the Audio section of the Manage Training page. 1. Click Settings under My Trainings in the left navigation.

2. On the Settings page, choose an audio conference option:

• VoIP • Long distance • Integrated Toll-Free audio (corporate plans only) If the Toll-free number option is grayed out, your account does not have Integrated Toll-Free audio available. Your account manager must enable toll-free numbers for your account.

3. If you select the long distance option, click Edit to select at least one country for which the long distance number will be provided, and click Done.

4. If you select the toll-free option, click Edit to select the additional countries for which toll-free numbers are provided, and click Done.

5. Click Save Changes. Edit audio for a specific training session Note: Changes made on the Manage Training page affect only that particular training session (including all scheduled training sessions). To change the default settings for all future training sessions, click Settings in the left navigation. 1. Click My Trainings in the left navigation. 2. On the My Trainings page, click the title of the training session. 3. On the Manage Training page, click Edit in the Audio section to select audio conference options:

• VoIP • Long distance • Integrated Toll-Free audio (corporate plans only)

If the Toll-free number option is grayed out, your account does not have Integrated Toll-Free audio available. - or - In the Audio section, click All Conference Call Numbers to see a list of the toll-free numbers already selected (if using Integrated Toll-Free audio service).

4. If you select the long distance option, click Edit to select at least 1 country and click Done.

5. If you select the toll-free option, click Edit to select any of the following countries:

• Austria • Canada • India • Korea, Republic of • United Kingdom • United States 6. Click Done. 7. Click Save to save all changes. GoToTraining Audio Service • VoIP only (requires microphone and speakers): All attendees join the audio portion through VoIP and must have speakers to listen to the training session and a microphone to speak (such as a USB headset). • Long Distance: All attendees join the audio portion through the telephone using the GoToTraining Audio Service (toll fees are charged to attendees). • Integrated Toll-Free audio: Available only to corporate plans as an option. Provide your own conference call number • You can provide your own audio conference service information. Select the "Use my own conference call service" check box and enter your conference number. If you choose to use your own audio service, GoToTraining includes your dial-in numbers with the training session information; however, GoToTraining audio features (such as VoIP and Control Panel audio management) do not apply.

• Audio Options Option Connection Cost Basis Telephone Toll-based number provided by Standard long-distance rates Citrix VoIP (Voice over Internet Internet No additional charges Protocol) Third-party audio service Dependent on conference call Dependent on conference call provider provider Corporate plans only: Integrated Toll-Free audio Per minute charge for each Toll-free service enabled by attendee dialing in (per service your company's administrator contract) Manage Registration The Manage Registration page allows organizers to manage Registration, Questions and Payments.

Manage Registration 1. Log in to your account. 2. Click My Trainings in the left navigation. 3. On the My Trainings page, click on the title of the training session that you wish to edit. 4. Under Registration & Payment, click Edit. 5. Select the Registration tab to edit registration details. Note: The training session is accessible via the course catalog until the registration close time has passed. Closing registration can be useful to help prevent late registrants from interfering with planned course content. Limit Training Size: Specify the number of people who can attend a training session. Registration is closed once the limit is reached.

Close Registration: Organizers can set registration close times for training sessions to prevent people from registering after a selected time has passed. After the registration close time passes, no one can register for the training session

Approval: Choose how registrants receive confirmation, either automatically or upon approval.

Registration Notification: Check the box to be notified when someone registers for the training session.

Note: Changes to the registration form can be made after registration has begun; however, changes may affect consistencies in the Registration Report. The Registration feature cannot be turned off. Questions To join a training session, attendees are required to complete a registration form. To get to know the audience, you can customize the registration form to request specific information.

Customize the registration form with questions 1. Click My Trainings in the left navigation. 2. On the My Trainings page, click the title of the training session for which you want to create a registration form. 3. On the Manage Training page, click Edit under the Registration & Payment tab. 4. Click the Questions tab, and check or uncheck fields and required fields that will appear on your Registration Form. Then click Save Changes.

Create custom questions 1. On the Registration page, click the Plus icon next to Create Your Own Questions. 2. In the New Question field, type your question. 3. In the Answers fields, type one or more answers; click Add another answer to provide additional answers. If you prefer to provide an open-ended answer field, leave the Answers fields blank. 4. Select the "Required" check box if you want to require the question to be answered. If the "Required" check box is not selected, registrants may leave the field blank. Your questions appear in the Your Questions box. You can modify questions, including the order of appearance in the registration form, by highlighting each in the Your Questions box and clicking Edit, Delete, Up or Down. You can create up to 20 custom questions. 5. Click Save when the form is completed.

View and Manage Scheduled Training Sessions View and manage your scheduled or past trainings.

View scheduled or past training sessions 1. Log in to your account. 2. In the left navigation, select My Trainings. The My Trainings page loads with tabs for Upcoming Trainings and Past Trainings.

To see the current information for a scheduled training session, move the cursor over the Information icon , and a pop-up will display current settings for the training session. Clicking the training title opens the Manage Training page for that scheduled training, from which you can customize the training session's settings. At any time, you can start a scheduled training session by clicking the Start button next to the training session title.

On the Past Trainings tab, you can click Copy to copy the training session and all of its settings. Manage Training Page After scheduling a training session, the Manage Training page allows you to do the following:

• Share: Click the Share button to share registration links. • Start: Click the Start button to immediately start the training session. • My Trainings: Click the My Trainings link to go back to the My Trainings page. • Copy this training: Click the Copy this training link to open the Copy Training page where you can create a new training session with all of the identical information from this training session.

The rest of the Manage Training page displays details of your scheduled training session. In each section there is one or more Edit buttons which give you access to menus you can change to customize your training session. Title/Description Click Edit in the Title/Description section to change either the title or the description of the training session. Date/Time Click Edit Date and Time in the Date/Time section to edit, delete or add the date(s) and time(s) of a training session to Outlook® or iCal® calendars. Organizers Click Edit in the Organizers section to view or edit the scheduling organizer and any designated co-organizers. Audio Click Edit in the Audio section to view and customize the audio options for your training participants. Registration & Payment Click Edit in the Registration & Payment section to view the information that is sent to and requested from your registrants on the registration form, including any custom questions. Here you can also determine the size of your training session class, set a fee for the training session and set whether or not each registrant requires your prior approval. Materials for Attendees Click Edit in the Materials for Attendees section to upload course materials to a training session to provide attendees with additional content. If you add materials before the training session, the materials link is available in the registration link and can be accessed from the Materials pane during a training session, as well as from the follow-up email after the training session. If you add materials after the training session, materials are only available in the follow-up email.

You may also add materials that are already in your Library.

Tests Click Edit in the Tests section to create, add and manage tests for your attendees. Polls Click Edit in the Polls section to create polls to use during your training session. Evaluation for Attendees Click Edit in the Evaluation for Attendees section to create, add and manage evaluation forms, which can be requested after the training session or in a follow-up email. Catalogs Click Edit in the Catalogs section to create a new catalog or to add the training session to existing ones. Email Click Edit next to "Reply-To Name and Email Address" to edit or change the person to whom the registrant can send questions about the training session. "Please send your questions, comments and feedback to: " appears on all GoToTraining emails relating to your training session. Click Edit next to Reminder Emails to select when reminders are sent to registrants and to send your own comments to the registrants. Click Edit next to "Follow-up Email" to schedule and text block comments sent to registrants following the training session. Cancel a Scheduled Training Session You can delete a scheduled training session at any time. You have the option to send an email notification to all registrants notifying them that the training session has been canceled. Note: Once a training session has been canceled, all records of the training session will be removed from Training History . Cancel a scheduled training session 1. Click My Trainings in the left navigation. 2. On the My Trainings page, click the title of the training session you want to cancel.

3. At the Date/Time section, click the Trash icon or Cancel this training. 4. Customize the Cancellation Email (optional). Note: The cancellation email now shows the time zone for the training session, not for the account.

If a fee has been charged for the training session, be sure to describe how the registrant can receive a refund. See Cancel and Refund. 5. Click Send or Do Not Send Cancellation Email.

If a registrant attempts to join a canceled training session, the following message appears:

Customize a Scheduled Training Manage Materials You can upload documents, images and media files and add web links to your materials so that attendees can review or complete tasks prior to a training session. From the Manage Materials page, you can specify if materials are available upon registering for a training session, during the training session and/or in follow-up emails. When training materials are added to a training session, by default they are available upon registration and during the training session, and are automatically added to the Library for later use. Note:The Materials page for each training session is available only to registrants for that training session. Each organizer account has a maximum of 2GB of storage space for materials and recordings.

Upload files and Web links 1. Log in to your account.

2. Click My Trainings in the left navigation. 3. On the My Trainings page, select the title of the training session. 4. In the Materials for Attendees section, click Edit.

5. On the Manage Materials page, click Upload Files or Add Web Links. 6. To upload files: a. Click Browse to locate the file you want to upload. b. Type a description (optional) that appears with the file title for attendees to see. c. Click Upload Files. 7. To add a Web link: a. Type the URL, a name (optional) and a description (optional). b. Click Test Link to confirm the URL you entered. c. Click Save Web Links. 8. To view the materials page as attendees see it, click View Attendees' Materials Page. Note: Materials added to one training session of a recurring training session appear in all training sessions. If a new training session is created using Copy this training, materials added in one training session appear in the copied training session and vice versa.

Edit or remove uploaded files and Web links 1. Click My Trainings in the left navigation. 2. Click the title of the training session you want to edit. 3. In the Materials for Attendees section, click Edit.

4. On the Manage Materials page click Edit or Remove next to the file or Web link you want to edit or remove. On the Edit Material page you cannot edit the file or the filename, but you can change the description of the material. 5. Click Save.

Manage Materials In-Session Materials can be uploaded and provided to attendees during a training session and made available to attendees following a training session. Links to the materials are provided in the confirmation and optionally can be provided in follow-up emails. The Materials pane lists materials in the order in which they were uploaded. A GoToTraining attendee who has been promoted to presenter can upload files while a training session is in progress by clicking Manage Materials on the Materials pane.

During a training session both you and the attendees can save materials from the Control Panel without opening a browser.

Save, open or edit materials in-session 1. On the Control Panel, open the Materials section. 2. Click Manage Materials. The Manage Materials page appears (you may be asked to log into your account). If you are presenting, screen sharing is automatically paused.

3. Click the title of the materials you want to save, open or edit. Note: You can only edit descriptions of file names or websites; you cannot edit the file or URL.

• For files: a. Click the file name. b. Select how you want the file opened or if you want it saved. If saved, it is downloaded to your computer. c. Click Edit to change the file description.

• For web links: a. Click the website link. b. A browser window opens at the site. c., You can save the link from the browser window. 4. After making your changes, click Save. Your new or updated materials appear in the Materials pane.

Polls Using the Polls feature during a training session is a great way to generate immediate feedback, check for understanding and keep attendees alert and interested. You can create a poll from the My Trainings page, from the Library or from the Control Panel while you are in a training session. See Polling for information on launching and managing your polls during a training session.

Create a poll 1. Log in to your account. 2. Click My Trainings in the left navigation. 3. On the My Trainings page, click the training session for which you want to create a poll. 4. In the Polls section, click Edit.

5. On The Manage Polls page, click Create New Poll.

6. In the Type field, select the answer choice from the drop-down menu: a. Choice - Single Answer: Attendees can select only one answer. b. Choice - Multiple Answers: Attendees can select more than one answer. 7. In the Question field, type a question. 8. In the Answers fields, type up to 5 answers. 9. Click Save Your poll questions appear in the Manage Polls page. You can edit your polls by clicking the question and changing the text. You can change the order you wish to launch them in-session by changing the numbering in the box in front of the question. Click Remove to get rid of a question. Up to 20 polling questions can be created.

Tests You can create one or more tests that can be launched before, during or after a training session. Up to 50 questions per test can be generated. An attendee can complete a test 1 time only. You can also select to show attendees the correct answers and their test score. All tests created are stored in the Library for later use. See Testing for information on launching and managing your tests during a training session.

Create a test You can choose between these question types: True/False, Multiple Choice (One Answer), Multiple Choice (Multiple Answer) and Short Answer. Multiple choice and true/false answers are included in test scores; short answers are not. 1. Click My Trainings in the left navigation. 2. On the My Trainings page, click the title of the training session for which you want to create a test. 3.On the Manage Training page, click Edit in the Tests section. 4. Click Create New Test.

5. Type in the name of the test and customized test instructions (with a maximum of 2,040 characters) that will appear at the top of tests.

6. Type in a question. 7. Select an answer type. 8. For Multiple Choice and True/False questions, type a list of answers. To add another answer, click Add Answer. 9. For Multiple Choice and True/False questions, select the correct answer. 10. To add another question, click Add Another Question. 11. You can re-sort the test questions: Type the order number next to the question and click Update Order at the bottom. 12. Click Save. On the Manage Tests page, click Preview to see how the test will appear to attendees. 13. Click Settings to select when the test will be launched and if correct answers and the test score will be shown to attendees. More than one setting can be selected.

• Upon Registration: This option creates a link on the Registration Confirmation email and requests that the registrant complete the test before the training session. • During the training session: This option allows you to submit the test at any time during the training session to all attendees. See Testing for more details. • In the Follow-up Email: This option creates a link on the Follow-up Email and requests the attendee to complete the test. Note: If you do not select the Follow-up Email on the Manage Training page, the attendee will not receive the After Training test link.

Copy a test 1. On the My Trainings page, click Library in the left navigation. 2. Click the Tests tab and locate the test you want to copy. 3. Click Copy. 4. Make any necessary changes and click Save. Edit a test 1. On the My Trainings page, click the training session you want to edit. 2. In the Tests section, click Edit. 3. Click the title of the test you want to edit. 4. Make any necessary changes and click Save. Note: Any changes made to a test also apply to the copy in the Library.

Remove a test 1. On the My Trainings page, click the training session you want to edit. 2. In the Tests section, click Edit. 3. Scroll to the title of the test you want to remove. 4. Click Remove to delete the test from the training session.

Evaluation for Attendees Evaluations allow you to collect feedback after a training session. You can view evaluation results in the Evaluation Report once the training session has ended and attendees have completed the evaluation.

Create an evaluation 1. Click My Trainings in the left navigation. 2. On the My Trainings page, choose the training session for which you want to create an evaluation. 3. From the Manage Training page, scroll to the Evaluation for Attendees section, and click Edit. 4. On the Manage Evaluation page, click Create New Evaluation.

5. Enter an Evaluation Name; it will be stored in your Library for future use. 6. You can also add customized Evaluation Instructions (with a maximum of 2,040 characters) that will appear at the top of attendee evaluations. 7. In the Question field, type your question. 8. Select an Answer Type from the drop-down menu: a. Choice - Single Answer: Attendees can only select 1 answer.

b. Choice - Multiple Answers: Attendees can select more than 1 answer. c. Choice - Rating Scale 1 to 5: Attendees can answer based on a rating scale. d. Open Ended - Short Phrase: Attendees can type a short answer. e. Open Ended - Comment Box: Attendees can type a short comment. 9. For single and multiple answer types, you can enter up to 8 answers. 9. Click Add Another Question or click Save when finished. 10. On the Manage Evaluation page, you can choose when to give the evaluation to attendees. You can check "After training session" or "In Follow-up email."

a. Check "After training session" if you want your attendees to complete the evaluation once the training session ends. b. Check "In Follow-up email" if you want your attendees to complete the evaluation when they receive a follow-up email.

Library Materials, tests, polls and evaluations can be created and stored in the Library, where they remain available for unlimited reuse. Changes made to any item in the Library affect all copies of that item currently in use. GoToTraining organizers on corporate plans can share content. Content sharing must first be enabled by the company administrator. Note: Each organizer account has a maximum of 2GB of storage space for materials and recordings .

Upload files to the Library 1. Click Library in the left navigation. 2. In the Materials tab, click Upload Files. 3. Click Browse to locate the file you want to upload. 4. Type a description (optional) that appears with the file title for attendees to see. 5. Click Upload Files.

Add web links to the Library 1. Click Library in the left navigation. 2. In the Materials tab, click Add Web Links. 3. Type the URL, a name (optional) and a description (optional). 4. Click Test Link to confirm the URL you entered. 5. Click Save Web Links. Create a test for the Library For more details about creating tests, see Tests. 1. Click Library in the left navigation. 2. In the Tests tab, click Create New Test. 3. Type in the name of the test. 4. Type in a question. 5. Select an answer type (multiple choice or true/false). 6. Type in a list of answers. To add another answer, click Add Answer. 7. Select the correct answer. 8. To add another question, click Add Another Question. 9. Click Save.

Create a poll for the Library For more details about creating polls, see Polls. 1. Click Library in the left navigation. 2. In the Polls tab, click Create New Poll. 3. Select the type of poll you want from the drop-down menu. 4. Type in a question. 5. Type in the answers. 6. Click Save.

Create an evaluation for the Library For more details about creating evaluations, see Evaluation Form. 1. Click Library in the left navigation. 2. In the Evaluations tab, click Create New Evaluation. 3. On the Create New Evaluation page, type a name for the evaluation; it is stored in your Library for future use. 4. In the Question field, type your question. 5. Select an Answer Type from the drop-down menu: a. Choice - Single Answer: Attendees can only select 1 answer.

b. Choice - Multiple Answers: Attendees can select more than 1 answer. c. Choice - Rating Scale 1 to 5: Attendees can answer based on a rating scale. d. Open Ended - Short Phrase: Attendees can type a short answer. e. Open Ended - Comment Box: Attendees respond as they wish. 6. For single and multiple answer types, type up to 8 answers. 7. Click Add Another Question or click Save when finished.

Edit materials, tests or evaluations in the Library 1. Click Library in the left navigation. 2. To edit materials, click Edit to the right of the item you want to update. 3. To edit tests or evaluations, click the title of the item you want to update. Note: Any changes made to any item in the Library affect all copies of that item currently in use . Delete materials, tests or evaluations from the Library 1. Click Library in the left navigation. 2. Click the Trash icon to the right of the item to delete it from the Library. Note: Deleting any item from the Library deletes it from all training sessions where it is currently in use . Reply-To Name Confirmation emails are sent from the name and email address of the organizer of the training session, to whom all email replies are also sent by default. However, an alternate name and email address can be designated to receive email replies about the training session. The alternate receives all replies whether the registrant uses the email link in the confirmation email or the email Reply button to send comments or questions.

Designate a reply-to name 1. Click My Trainings in the left navigation. 2. On the My Trainings page, click the training session for which you want to designate a reply-to name and email address. 3. In the Email section, click Edit at Reply-To Name and Email Address.

4. On the Edit Reply-To Address page, enter the alternate reply-to name. 5. Enter and confirm the alternate's email address. 6. Click Save. Reminder Emails You can send up to 3 reminder emails to registrants. Reminders can be important, especially if a registrant loses or deletes the confirmation email and does not have the Training ID to be able to reregister or join a training session that is already in progress. By default, reminder emails are sent 1 week, 1 day and 1 hour before the start of the scheduled training session. For recurring training sessions for the same attendees, the reminder email is sent out only before the first training session. Note: The Reminder Email option becomes unavailable if you schedule a training session to occur within the next hour. Create a reminder email 1. Click My Trainings in the left navigation. 2. On the My Trainings page, click the training session for which you want to create a reminder email. 3. In the Email section, click Edit at Reminder Emails.

4.On the Reminder Emails page, select when you want the reminder emails to be sent. 5. Add personalized text (optional). 6. Check "Send organizer a copy" to receive a copy of the reminder email (optional). 7. Click Save. Note: A link to the GoToTraining Privacy Policy appears at the bottom of all GoToTraining emails . Follow-up Email A follow-up email allows you to send a final email to attendees after a training session. If you have a post-session test and/or evaluation scheduled for attendees, you must set up a follow-up email.

Create a follow-up email 1. Click My Trainings in the left-navigation. 2. On the My Trainings page, select a training session. 3. In the Email section, click Edit to the right of Follow-up Email. 4. Select the day you want the follow-up email to be sent. You can choose a date between 1 - 7 days after the training session end date. 5. Customize the email subject and email body. 6. Check "Send me a copy" to receive a copy of the follow-up email (optional). 7. Click Save.

Invite and Manage Registrants Invite Registrants After you have scheduled your training session, you can invite registrants by emailing them or by copying and pasting the training session information into any form of online communication. You can provide a link to the Course Catalog so that people can self-register. You can also set registration close times for training sessions to prevent people from registering after a selected time has passed. After the registration close time passes, no one will be able to register for the training session. The training session is accessible via the course catalog until the registration close time has passed. Closing registration can be useful to help prevent late registrants from interfering with planned course content. Learn how to invite attendees during a training session already in progress.

Invite attendees 1. Click My Trainings in the left navigation.

2. On the My Trainings page,select the training session's title name. 3. From the Manage Training page, click the Share button and select Email Registration URL to email an invitation or Copy Training Information to copy the training session information to your clipboard. You can also select Post to Twitter, Post to Facebook or Post to LinkedIn to share registration links using social media sites.

Note: A link to the GoToTraining Privacy Policy appears at the bottom of all GoToTraining emails . Set registration close times 1. Click My Trainings in the left navigation. 2. On the My Trainings page,select the training session's title name. 3. Click Edit under Registration & Payment.

3. From the Registration tab, use the Close Registration drop-down menu to choose a registration close time.

Registration Tracking Learn how to track who has registers for your training session.

View a list of registrants 1. Click My Trainings in the left navigation. 2. On the My Trainings page, scroll to the training session for which you want to view registrants.

3. Click the number under Registrants. The Registrant page loads with a list of registrants.

Run a Registration Report 1. Click My Trainings in the left navigation. 2. On the My Trainings page, scroll to the training session for which you want to run a Registration Report. 3. Click the number under Registrants. 4. On the Registrants page, click Registration Report (xls) at the top of the list to download the Registration Report (formatted in Excel). The Registration Report provides information collected from the registration form. Note: You can also run the Registration Report from the Generate Reports page . Run Test Report by Training 1. Click My Trainings in the left navigation. 2. On the My Trainings page, scroll to the training session for which you want to run a Registration Report. 3. Click the number under Registrants. 4. On the Registrants page, click Test Report (xls) at the top of the list to download the Test Report by Training (formatted in Excel). The Test Report by Training provides information about responses and results from pre-session tests taken by the specific training session registrants.

Registration Confirmation Once an attendee has completed the registration form, he/she receives a confirmation email. The Registration Confirmation includes the following:

• A link to use if you have question about the training session • Links to any materials, web pages and pre-tests the organizer created for the training session • A link to add the training session to a calendar • A link to join the training session • Information about audio for the training session • A unique Training ID • A link to the system requirements and refund policy (if you registered for a paid training session) • A link to the GoToTraining Privacy Policy at the bottom of the email

Resend Confirmation Email If a registrant has lost or deleted the confirmation email, you can resend it, even if the training session is full. If the training session has not yet occurred, the registrant can re-register, and GoToTraining knows that the person is already registered. If the training session is full, the registrant can click the link in the confirmation email, and GoToTraining will recognize that person as a registrant.

Resend the confirmation email 1. Click My Trainings in the left navigation. 2. On the My Trainings page, scroll to the training session for which you want to resend a confirmation to a registrant. 3. Click the number under Registrants. 4. On the Registrants page, click a registrant's name. 5. Click Resend Confirmation Email.

Note: A link to the GoToTraining Privacy Policy appears at the bottom of all GoToTraining emails . Start and Manage a Live Training Start and Manage a Live Training You can start a live training session from your desktop or from the GoToTraining website.

Start a live training session from your desktop

1. Right-click on the daisy icon to open the GoToMeeting/GoToTraining menu.

2. Click My Trainings in the GoToTraining menu. 3. On the My Trainings page, click the Start button next to the title of the training session you want to start. 4. If prompted, click Yes or Grant to accept the GoToTraining download. The GoToTraining Organizer Control Panel appears on the right side of your desktop.

Start a live training session from the GoToTraining website

1. Go to www.gototraining.com. 2. Click either Host a Training or Log in at the top of the page. 3. Select My Trainings in the left navigation.

4. Click the Start button to the right of the training session you want to start. The GoToTraining Organizer Control Panel appears on the right side of your desktop.

Screen Sharing When you first start the training session, the Organizer Control Panel appears on the right side of the desktop. You always see the Screen Sharing pane and can choose to present (share your screen) or pass the presenter role over to another attendee. Screen sharing allows you to present a document, presentation or whatever you want to share with your attendees. If you have multiple monitors set up, you can choose to share all monitors or single monitors. If you have multiple applications running, you can choose to share only one program, application, monitor or window. You can also show a clean desktop to hide icons and the task bar, as well as blank out the background, so that the focus remains on the content you are presenting to your attendees.

Start Screen Sharing

1. When you're ready to start sharing your screen, click the Show My Screen button in the Screen Sharing pane. If the Show My Screen button is disabled, make sure you've started broadcasting the session. 2. Use the Screen drop-down menu to choose what you want to share. By default, your monitor is displayed.

Give Keyboard & Mouse button: Grants shared mouse and keyboard control to another attendee. Change Presenter button: Passes the presenter role to another attendee

Pause Screen Sharing

1. If you want to temporarily pause Screen Sharing, click the Show My Screen button again. Your screen remains frozen on the last image attendees see until you re-start Screen Sharing.

2. To resume Screen Sharing, click the Show My Screen button . Stop Screen Sharing

1. If you want to stop showing your screen to attendees, click the Stop Showing Screen button in the Screen Sharing pane to disable it. Attendees can see the GoToTraining Viewer when you stop sharing your screen.

• To resume Screen Sharing, click the Show My Screen button . • To leave the session without ending it for everyone else, click File > Exit - Leave Meeting. You need to make someone an organizer to hold the session in your absence. • To end the session for everyone, click File > Exit - End Training, or click the Quit icon at the top-right corner of your Control Panel.

Attendee List

View and manage the Attendee List The Attendee List displays all participants in-session. Attendee List: You can right-click names, columns or icons to manage your training session. The attendee list allows the organizer to mute/unmute attendees and shows if an attendee has a raised hand or is inattentive.

Drawing Tools

The Drawing Tools feature is accessed from the Drawing Tools menu icon on the GoToTraining Grab Tab. The drawing tools include the pen, highlighter, arrow and spotlight, allowing you to draw, highlight and point to items of interest right on the screen. You can enable attendees to use the drawing tools, but they are not able to use the spotlight or to erase all markings. Once a drawing tool is enabled, the Drawing Tools menu can be selected by either clicking the Drawing

Tools menu icon or by right-clicking your mouse. To deactivate the drawing tool, select Normal non-drawing mode from the menu. Note: Drawing tools are not currently available on Windows 8. Draw on-screen

1. During a training session, click the Drawing Tools menu icon from the Grab Tab. 2. Select a drawing tool.

Allow another organizer or panelist to draw 1. Right-click a participant's name from the Attendee List. 2. Select Allow Drawing. The participant now has a Drawing Tools icon next to their name in the Attendee List. They can access the drawing tools from their Grab Tab.

-or-

1. Right click the Drawing Tools menu icon from the Grab Tab. 2. Select Attendees can draw.

Erase all markings

1. Right click the Drawing Tools menu icon from the Grab Tab. 2. Select Erase all drawings.

Disable drawing tools

1. Right click the Drawing Tools menu icon from the Grab Tab. 2. Select Normal non-drawing mode. -or- Press the Esc key to disable a drawing tool without going to the Grab Tab or Control Panel. Change the pen color The Drawing Tool feature can be customized to display a preferred pen color while interacting with the screen. Once enabled, you and your attendees can modify the pen color either from the Drawing Tools

menu icon on the Grab Tab or by right-clicking a name in the Attendee List. Note: Press the Shift key with any drawing tool to make a straight line.

Note: Only the organizer can erase drawings. Drawing pauses for attendees anytime you pause the presentation.

The Drawing Tools feature is currently available only for training sessions hosted by organizers using

Windows. However, if you enable drawing tools for all attendees, the Drawing Tools menu icon appears on the Grab Tab and the tools will be available to attendees using a Mac. Mac users cannot enable/disable drawing tools, even if promoted to co-organizer during a training session. Options Menus As organizer, you have control over what your attendees see and what actions they can perform during a training session.

Control Bar Options Menu The Options menu, accessed from the menu bar at the top of the organizer Control Panel, enables you to manage the level of attendee interaction during the training session. Check or uncheck the listed items to control all attendees' access to Chat, the Attendee List, Raised Hands to ask for recognition, the Session Timer and Materials. When these options are checked, they are available for all attendees.

Attendees Option Menu However, the Chat options can be overridden for individual attendees on the Attendees Option menu, accessed by right-clicking an attendee's name and clicking an option. When these options are checked, they are available only for this particular attendee (unless they are enabled for all in the Options menu).

The following table shows the options available on the Control Panel, Attendee Option menu, or the Grab Tab to organizers, presenters and attendees. Those marked with an X are controlled by the organizer. Those marked with O are available only if the organizer enables them.

Chat You can chat with attendees and allow attendees to chat with each other. You can save a chat log for review after the training session has ended. When the Chat pane is enabled, it expands in the attendees' Control Panel.

Allow attendees to chat 1. Click Options at the top of the Organizer Control Panel.

2. Select whether you want to allow attendees to chat with anyone or only with you.

Chat with an attendee 1. Right-click an attendee's name in the Attendee List. -or- In the Chat pane, select the desired recipient(s) from the "To:" drop-down selection field.

2. Enter the desired chat message in the "Type message here" field. 3. Click Send.

Save a chat log 1. Open the File menu, and select Save Chat Log. 2. When the "Save Chat Log to a File" dialog opens, browse to the location you would like to save it and click Save. Timer There are 2 different timers associated with a training session. You control both of them from the Organizer Control Panel.

Session Timer The training session timer appears at the top of the Dashboard pane and displays how long the training session has been running since you first started Screen Sharing. The duration is the length of time you have scheduled for the training session.

If you select Attendees Can View Session Timer from the Control Panel Options menu, the timer is displayed in the top right corner of the Viewer.

Break Timer You can start and stop the break timer throughout the training session to time a recess, tests, polls or any assignment. Be sure the Timer pane is selected in the Control Panel View menu.

Start the break timer

1. In the Timer pane, click the to select a time duration. Arrow icon

2. Click Start Timer to begin the countdown.

Attendees see a timer counting down in the middle of the viewer window.

Polling You can use polls to revive and engage attendees or use them as a point of transition in the training session. After a poll has been closed, you can choose to show the results immediately or at a later time in the training session. Polls can be created before or during a training session. When the Polls pane is enabled, it expands in the attendees' Control Panel. While polling is managed by organizers only, an organizer does not have to be presenting to launch a poll.

Launch a poll 1. In the Polls and Tests pane, click the Polls tab. 2. Select the poll you want to launch from the drop-down menu under Select a poll.... 3. Click Launch when you want the attendees to see the poll in their GoToTraining Viewer. 4. After you have given attendees time to answer, click Close. 5. When you are ready to show the poll results, click Share. 6. Click Hide to resume your presentation.

Create or edit a poll in-session 1. In the Polls and Tests pane, click Manage Polls. When the Manage Polls page appears (you may be asked to log into your account), make changes to your poll(s). If you are presenting, Screen Sharing is automatically paused. 2. When you're dones, click Save.

Your new or updated polls appear in the Polls and Tests pane.

Testing You can launch one or more tests to assist attendees with learning during a training session. Tests can be created before or during a training session. During a training session, after a test is completed, you can view the Test Results page (answer key) privately or share it with attendees. While only you as the organizer can manage tests, you do not have to be presenting to launch a test. Note: Allowing attendees to view correct answers and test scores are set as a preference on the Create a Test page. Launch a test 1. In the Polls and Tests pane, select the test you want to launch and click Launch. Attendees see the test in their GoToTraining Viewer. 2. After you have given attendees time to complete the test, click Close. An attendee can complete the test 1 time only.

Create or edit a test in-session 1. In the Polls and Tests pane, click Manage Tests. When the Manage Tests page appears(you may be asked to log into your account), make changes to your test(s). If you are presenting, Screen Sharing is automatically paused. 2. When you're done, click Save.

Your new or updated tests appear in the Polls and Tests pane.

Launch sharing test results in-session 1. After closing the test, click Review. A compilation of the test results appears in a new browser window, and Screen Sharing is paused. • Click Share Results with Attendees to resume Screen Sharing and display the test results to attendees.

Dashboard The Dashboard pane assists you in monitoring attendees at a glance. You can quickly view the timer, attendance, audience attentiveness, hands raised and tests and polls given.

Audience View Anyone in the training session who is presenting (sharing his or her desktop) has the Audience View option. Audience View provides the presenter a thumbnail view of what the audience is seeing.

Promote Attendees At any time during a training session, you can promote any attendee to the role of presenter. The presenter is given control of the training session, including, among other options, control of Screen Sharing, Audience View, ability to grant keyboard and mouse controls and drawing tools. At any time you can reclaim the presenter role by clicking the Change Presenter button in the Screen Sharing pane of the Control Panel and selecting your name. If you as the organizer have to leave a training session but want it to continue for other participants, an attendee must be promoted to organizer. When an attendee is promoted to organizer, he/she has organizer privileges for the training session, including the ability to end a training session. When you promote an attendee to either presenter or organizer, the attendee's Control Panel and Options Menus change to that of the role to which he/she has been promoted. Promote an attendee to presenter or organizer 1. Right-click the name on the Attendee List. 2. Select Make Organizer or Make Presenter.

A message is sent to the attendee notifying him/her of the change in status, and the Control Panel is modified as appropriate.

Leave or End a Training Session You may choose either to leave a training session while allowing another organizer to continue the training session or to end the training session completely. Note: At least one organizer must be present to start, manage and end a training session. If you choose to leave a training session while allowing it to continue, either another organizer must be present to continue the training session, or you must promote another attendee to organizer.

Leave a training session and allow the training session to continue 1. Prior to leaving the training session, be sure another organizer is present or make another attendee the organizer (see Co-Organizers). 2. From the File menu, select Exit - Leave Training. 3. On the "Leave Training or End Training?" dialog , select Choose an Organizer & Leave or End Training for All.

Note: If you leave a training session that you organized and allow the training session to continue, you are not allowed to host or join another training session until the first training session has ended. End a training session 1. From the File menu, select Exit - End Training. 2. On the "End the training for everyone?" dialog, click Yes.

HDFaces Video Conferencing GoToTraining with HDFaces is a high-definition video conferencing technology that combines screen sharing, audio conferencing and video conferencing. Training participants can share up to 6 highresolution video conferencing streams while viewing the presenter's screen. A resizable viewer and customizable layouts allow you to adapt to numerous monitor and projection configurations. HDFaces is included with GoToTraining at no additional cost. All you need is an Internet connection and a webcam to begin enjoying a telepresence-quality experience!

Share or stop webcams from the Control Panel You and your attendees can share webcams in any of the following ways:

• Click the webcam icon on the Grab Tab. • Click the Share My Webcam button in the Webcam pane on the Control Panel. • Select Share My Webcam from the Webcams drop-down menu. • Click the webcam icon next to your name in the Attendee List (Windows-only). • Right-click your own name in the Attendee List and select Share My Webcam. Organizers can send Share Webcam Requests to attendees in any of the following ways: • Click the Webcam column on the Attendee List. • Right-click an attendee's name from the Attendee List and select Send Webcam Request from the dropdown menu. Organizers can turn off attendee webcams in any of the following ways: • Click the green webcam button next to an attendee's name. Attendees will see a yellow tip or dialog indicating that the organizer has closed their webcam feed. • Right-click an attendee's name from the Attendee list and select Stop Webcam Sharing.

Manage your webcam from your video feed • Temporarily Pause/Play your video by selecting the Pause or Play button on the top-right corner of your webcam feed. (a) • Resize the webcam viewer and screen sharing using the slider. You can click and drag any part of the slider to adjust the display. (b) • When only webcams are being shared, participants can resize webcams by clicking and dragging the bottom-right corner of the Viewer. Expand and minimize how webcams and/or screen sharing is displayed by clicking and dragging the bottom-right corner of the viewer. If only webcams are being shared (not screen sharing), you can adjust the size and position of the webcam viewer by using the Webcams drop-down menu and selecting one of the following Webcam Positions: Top, Left, Bottom, Right.

Toggle the webcam layouts Attendees can change the webcam position from the Webcams drop-down menu located in the top-left corner of the viewer or the Webcam pane in the Control Panel (only available when both webcams and screen sharing are enabled).

• Share My Webcam - Shares your own webcam. • Stop Sharing My Webcam - Stops broadcasting your own webcam. • Hide Webcams - Hides the webcam viewer but still broadcasts your webcam feed to other attendees. • Always in Front - Keeps webcams on top of all other applications and windows (only available for Windows organizers and all Mac participants). Hiding webcams decrease bandwidth consumption.

Remove webcams for all participants From the Options menu, organizers can uncheck the Attendees Can Share Webcams setting to remove the option for all meeting participants to share webcams.

Manage your webcam settings 1. Click the File menu and select Preferences, or right-click the GoToMeeting daisy icon from your system tray and select Preferences. Preferences can also be found on the Webcams drop-down menu in the Webcam pane or viewer. 2. From the Preferences window, select the Webcam option from the left navigation to view the following: • Your camera - Shows the make and model of your detected webcam. • Select a display format - Adjusts the aspect ratios of webcam feeds. 4:3 is the normal display and 16:9 is the widescreen display. • Advanced - Modifies your hardware settings from within GoToMeeting. Customizable options depend on your webcam manufacturer.

Recording Notes on Recording Recording a training session allows you to record all screen activity and audio that is presented in the Viewer, including desktop and application sharing of anyone presenting in the training session. The recording is from an attendee's perspective.

Before you record • Set recording preferences (video format and the audio type you plan to use in your training session). • Choose a folder to store your recording. Select a location on your local hard drive for optimum recording performance and in-session experience.We recommend that the designated folder location has a minimum of 1GB of free space in order to accommodate the recording. • Close all applications that are not a part of your training session. • Set your monitor on a low resolution for a better quality recording. A resolution of 1024 x 768 provides optimal recording quality. Since the recording scales to the highest resolution among the presenters in a training session, we recommend that all presenters set their resolution to the same setting. Avoid displaying multiple monitors when recording a training session.

Select your audio • To record the audio portion of your training session, you must have a sound card installed on your Windows(if you can hear music, you have a sound card). • If you have scheduled your training session to use GoToTraining integrated audio, all unmuted speakers will be recorded. • If you have scheduled your training session to use your own private audio service, an additional piece of hardware is required. Recording only your voice requires a microphone plugged into your computer; recording all unmuted speakers requires a phone patch connected from your phone to your computer.

Recording your training session • Only 1 recording file is created per training session. If you click Record, then Stop, then Record again, GoToTraining adds to the recording to create 1 file for that training session. • When you click Start Recording, audio input is immediately recorded; the screen recording does not start until a presenter begins showing his or her screen. For example, if screen sharing is not turned on for the first 10 minutes, the playback shows a black screen for the first 10 minutes but does include the audio.

Record a Training Session Recording is an organizer function. If you need someone else to record your training session, you can promote any attendee to organizer, and that person then has recording capability. Please review Notes on Recording before beginning. Select your recording preferences 1. In the Organizer Control Panel, click the View menu and select Recording. 2. On the Recording pane in the Control Panel, click Settings.

3. Select Audio format:

• Use GoToMeeting integrated audio: Select this option if you selected to use built-in audio or Integrated Toll-Free audio for your training session. All unmuted speakers will be recorded. • Use your own audio service: Select this option if you are providing your own conference call number for your training session. With this option you will need an additional piece of hardware; either a microphone to record only your voice or a phone patch to record all unmuted speakers. 4. Select Recordings format:

• Record in GoToMeeting format: This option is generally selected for viewers who use GoToMeeting. There is no processing time after your training session. • Convert to Windows Media Player file: This option is a more common file format and is generally selected for viewers using Windows Media Player. Please allow time for a conversion process that takes place after your training session. Note: Organizers using Macs must convert recordings using the Recording Manager. 5. Select the folder where you want to save your recording.

• Save In: For optimum recording performance and in-session experience, select a location on your local hard drive. 6. Click OK.

Record a training session 1. When you are ready to begin recording, click Start Recording. All screen activity that is presented in the GoToTraining Viewer will be captured.

2. Click Stop Recording to pause or stop recording completely. Clicking Start Recording again will continue recording to the same file. GoToTraining participants now see "This session is being recorded" at the bottom of the Control Panel when a session is being recorded.

Archive a Recording If you record your training session, you can archive a copy to your GoToTraining account. A link to the archived recording is generated, which can be distributed so that others can view it at any time. When you archive a recording to your account, it is added to the 2GB of storage space you have available for materials and recordings. Archived recordings are saved for the lifetime of your account or until you delete them. After archiving a recording, you can generate a report of who viewed the recording. Uploading and archiving a training session to your GoToTraining account is only available when using Windows. Archive a recorded training session You can archive your recording as soon as your training session has ended or at a later time. Note that if you record a training session using a Mac running OS X 10.6 (Snow Leopard), you won't be able to upload the recording to the GoToTraining website. To upload and stream a recording from a Mac, you must record a training session using OS X 10.7 (Lion). 1. When your training session has ended, the My Recordings page of your GoToTraining account will open (if you chose to record in the Windows Media format, the page will open after the conversion is complete). -or- If you want to archive the recording later, log in to your account and click My Recordings in the left navigation. 2. On the My Recordings page, click Browse to locate the recording file (it is stored where you chose to save it in your recording preferences). 3. Click Upload Recording. 4. Once your recording is uploaded, you can click the title to view it or copy and distribute the URL provided.

Delete an archived recording 1. Log in to your account. 2. Click My Recordings in the left navigation. 3. Find the recording you want to delete and click the Trash icon .

Generate a Recording Report 1. Log into your account 2. Click My Recordings in the left navigation. 3. Find the recording for which you want to generate a report. 4. Click the number under the Views column. 5. On the Recording Registrant page, click Export to Excel.

Recording Report Recording Views Report Title of the uploaded recording Report Generated Date the report was generated View Date/Time Date/time the recording was viewed by each person First Name Viewer first name Last Name Viewer last name Viewer email address Email Address Edit a Recorded GoToTraining Recording Since GoToTraining does not include editing software, a third-party editing tool such as TechSmith Camtasia® is needed to edit your recorded training session. Before you can edit the recording, you will first need to re-encode the file with a tool such as Microsoft's Expression Encoder®.

Re-encode with Expression Encoder Download and install Microsoft's Expression Encoder 1. Go to the Microsoft Expression Encoder download center. 2. Click Download on the Microsoft Expression Encoder web page.

3. Click Run or Install at the prompt. 4. Click Run at the Security Warning prompt.

5. Follow the Setup Wizard to complete installation Re-encode your recording using

Expression Encoder

1. Open Expression Encoder. 2. From the File menu, select Import and navigate to your recording. 3. Locate the Encode tab on the sidebar and expand the Video pane. 4. Configure the settings as needed. We recommend setting the Video Output Format to VC-1 Main. 5. We also recommend setting Size Mode and Video Aspect Ratio to Source.

6. Select the Output tab and choose a location for the saved file. 7. From the File menu, select Encode. Processing time will depend on length of recording, output settings and your system hardware. Once re-encoded the file is ready for editing.

Recording Manager (Mac) If you record a session on a Mac, you must first convert the recording file to an .MOV file before anyone can view it. Using the GoToMeeting Recording Manager, you can easily convert multiple recordings at once either immediately after you end a session or whenever it's convenient for you. Recording sessions on Macs is only available if you're running Mac OS X 10.6 (Snow Leopard) or higher. Please note that you must use Mac OS X 10.7 (Lion) to upload and stream a recording to the GoToTraining website.

Convert Your Mac Recordings 1. After you end a session on a Mac, the GoToMeeting Recording Manager automatically launches and prompts you to convert your recording (if you haven't changed your default settings). You can choose Not Now or Convert Recording.

2. If you click Not Now, you can launch the Recording Manager later from Preferences - GoToMeeting > Convert Recordings Now. To convert your recording immediately, click Convert Recording to launch the GoToMeeting Recording Manager. If you have older recordings you need to convert as well, expand the "Recordings You Need To Convert" option to see a list of all your recordings that need to be converted. 3. Choose the recording(s) you need to convert by selecting the check box next to the recording. Then click Convert Recordings.

The conversion process may take some time depending on the size of your recording. If you want to delete a

recording without converting it, click the Trash Can icon next to a recording.