TABLE OF CONTENTS

I. Join from Boardable Meeting Page

II. Join from Boardable Email Invitation


I. Join from Boardable Meeting Page

To join from the Boardable meeting page:

  1. Log in to Boardable

  2. Navigate to the meeting page in one of the following ways

    1. Via the Dashboard

      1. Click Dashboard from the main menu panel

      2. Find the meeting in the Upcoming section

      3. Click the meeting name

    2. Via the Calendar

      1. Click Calendar from the main menu panel

      2. Navigate to the appropriate date

      3. Click the meeting name

    3. Via Meetings

      1. Click Meetings from the main menu panel

      2. Find the meeting on the list under Upcoming Published

      3. Click the meeting name

    4. Via Groups (if applicable)

      1. Click My Groups from the main menu panel

      2. Click on the name of the group associated with the meeting

      3. Click on the meeting name under the Meetings section of the group page

  3. Click Join Meeting

  4. Click Open Zoom

    1. If Other Link was used when setting up the meeting, then click Open Video

  5. Zoom will go through the process of opening the meeting and requiring Zoom sign in if necessary

  6. For the best Boardable + Zoom experience, slide the Zoom meeting window over the Boardable Spotlight view so that the agenda, other documents, and other Spotlight features can still be viewed

II. Join from Boardable Email Invitation

There are two options when joining a Boardable-Zoom meeting from an email invitation:

  1. Join through Boardable meeting link

    1. Requires log in to Boardable

    2. Provides Zoom link

    3. Provides a better meeting experience

  2. Join through Zoom / Video Conference link

    1. Does not require log in to Boardable

    2. Does not provide Boardable link for Boardable Spotlight experience

i. Join through Boardable meeting link

To join with Boardable meeting link:

  1. From the meeting invitation, click the link under Visit Boardable to view your agenda, polls, documents, and presentations

    1. This opens Boardable Spotlight (fyi: to view the meeting page, click the back arrow (<) at the top left corner of the page)

  2. Click Open Zoom

    1. If Other Link was used when setting up the meeting, then click Open Video

  3. Zoom will go through the process of opening the meeting and requiring Zoom sign in if necessary

  4. For the best Boardable + Zoom experience, slide the Zoom meeting window over the Boardable Spotlight view so that the agenda, other documents, and other Spotlight features can still be viewed

ii. Join through Zoom / Video Conference link

To join with Zoom / Video Conference link:

  1. From the meeting invitation, click the link under Join the Zoom video conference here or Join the video conference here

    OR

  2. Zoom will go through the process of opening the meeting and requiring Zoom sign in if necessary

    1. This opens the Zoom meeting only - the Boardable Spotlight features and view will not be available


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