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InterCall Online User Guide

1. 33 SC HOI 34 MENT ERR 34 My Address Book SEEN 36 37 Change Your Administrator PASSWOMKd ccccccccssssseeeceeceeueeeeeeceeeeeesaeeseeeceeeeessaseeeeeeeesssaaaseeeeeeeesaesaeaaeeeeeeeeseaaas 39 Owner Set Up New 40 Operator Assisted Calle T 43 POS Oi ACOA SS NS era 45 Bre mI ERNEUT 47 POTN dau 47 Wen Goma renen 48 Jer call ODIOS oem 48 Owner View Edit Owner 48 Owner Manage Owner Activity 51 Owner Manage Delegates 53 Delegate Assignment YOU SOll E vom he E Tota M RU 54 Account Set Up New Billing Account nnne nennen nnns 56 Account View Edit AcCOUPE NIOMAT Mo bate a aod d haa
2. Telephone Fax Address 1 Country United cem v State Province ZIP Postal Code Assistant Information Check box to send Assistant Info Additional Information What services would you like check all that apply Audio Reservationless Plus E Operator Assisted Web Conference Place Mshow Video Click Here For Video Conferencing Continue gt Existing User If you are an existing user Click Here will take you back to the Home page so that you may enter your user name and password If you are a first time user please enter your owner number as your username and your web PIN as your password New Account If you need to set up an account simply fill out the fields provided on this page and select Continue at the bottom All fields designated with a red asterisk are required You will then receive a Confirmation page Please review your information carefully If your information is correct select Continue to complete your account creation If your company administrator has chosen Automatic Owner Setup you will receive an email notification that includes your owner number and web PIN If your company administrator has chosen Manual Owner Setup you will receive an email notification after your account has been approved If your information is not correct you may select Back to make corrections
3. InterCall InterCall Online User Guide Welcome to InterCall Online Please Login a Login If you have previously used this system please enter your User Name and Password Customer Support If you are a first time user please enter your Owner Number in the User Name field and Web PIN into the Password field then click Login This information would have been provided to you when your account was established Forgot Your Password If you have forgotten your Password please Click Here Signup Now You must have an existing conferencing account to use this system If you need to establish an account Click QD Here Join A Meeting If you are attempting to join a meeting as a participant Click Here Go to the Signup Now area of the Welcome page and click where indicated Login pun anh Password a Provide the account username and password provided by your company administrator and click Login 2007 InterCall 11 InterCall Signup Now a Home Account Signup a Customer Support oan Your company must have an existing account in order to be able to utilize online account management tools If you are an existing user please Click Here If you need to set up an account please fill out the following Profile below Fields Are Required Thank You Company Name Account Name Heeney Darin Account Position First Name Last Name Email
4. Required fields View Company Details Marketing Settings Please note if no selection is made default settings will be used Mail Welcome Packets Email Welcome Info ps Email System Messages 8 Marketing Messages amp Promotions Yes M Language Preference Fill Out Below Completely Rate Currency UE Dollar Invaice Currency US Dollar Auto Provision Conference Place ppp w View Company Details cave Changes set Delegate Options set LockOut Option Step 4 If View Marketing Materials Info and Rate Details was selected you will be presented with this screen to edit as necessary When finished click Save Changes You will receive a confirmation page where you need to confirm your company profile details This is next followed up with an email confirmation from the system verifying that your company information has been updated Company Delegate Privilege Company InterCall with Company Number 6 Allow Delegation within the User s Company Allow Delegation within the User s Account Allow Delegation Allow Override af these settings at the Account Level cave Delegates Options Step 5 If Set Delegate Options was selected you will be presented with this screen to edit as necessary Delegation can be set at either the company or account levels It can also be deselected for all levels Check Allow Override of these settings at the Account Level to allow a speci
5. 2007 InterCall 12 InterCall Section 4 Scheduling Meetings InterCall Online provides you the ability to reserve conferences online rather than calling customer service This tool interacts directly with the conferencing provisioning system to register your call preferences and to schedule operator resources for your conference calls when needed After logging in you will access your individual Home page Your Home page is where you ll find a summary of all the available features and tools that are allowed by your owner profile If it is selected by your company this page may include your company s own branding as well as special announcements regarding new services and features Welcome to InterCall Online Home InterCall Online is your single access point to all of your conferencing tools and solutions Studies show that using conferencing Schedule A Meeting makes people more productive in their jobs and saves companies time and money Use the links on this page and get started today s Manage Upcoming My Services Meetings Operator Assisted Automated Start A Meeting Reservationless Plus M Recording Studio s My Library MeetingCenter Click Here to access your MeetingCenter account Manage Your Account Conference Place Click to access your Conference Place account Mshow Click Here to access your Mshow account a Reports View Standard Pricin a Customer Support
6. 76 Online Support Frequently Asked Questions FAQS cccccccsssssssssseeececeeeeeeeeeeeeeeeseesseeeececeeeeeeeesseaaesaaeseeeeeeeees 76 Online Support Ask a QUESTHION cccccccceeeseecceeeeceseeeeeeceeeeeseeesseeeeeeeseeeessseceeeeeesseeaseeeeeeeessaeeseeeeeeeeesssaaseeeeeeeeeeaaas 77 Online Support Provide Feedback 2 00 ccccccccccccccsssseeecceeeeeeseeseeeeeeeseeeesseeceeeeeseseeaseseeeesseeaaaeseeeeeeeessssaaseeeeeeeessaaas 78 oecon 1 2 i iei aga 79 Sie ER NE M s 79 2007 InterCall 3 InterCall Section 1 Overview Welcome to InterCall Online You know that InterCall s complete range of conferencing solutions makes you more productive But with user names and passcodes for multiple services to keep track of it s sometimes a challenge just remembering your logins That s where InterCall Online comes in with a single login and a few mouse clicks you ll have access to all of your online InterCall conferencing services InterCall Online is a free service provided by InterCall that makes it quicker and more convenient for you to access all of your online InterCall services From a single point of entry you ll be able to reach web conferencing services like Conference Place provided by Microsoft Office Live Meeting MeetingCenter M powered by WebEx and Mshow audio call add ons like Reservationless Plus com and
7. Duration ol Minutes Conference Topic Q Step 2 Complete the Meeting Information section Select your Dial In Numbers Please note that this screen includes the dial in sumbers for an Operator Assisted call but would show Reservationless Plus etc depending on the type of call selected Select the Date for your meeting by clicking the calendar icon for a drop down calendar Select a Time for your meeting don t forget to specify or PM Select the Time Zone for your meeting from the drop down menu 9 Specify the Number of Participants for your meeting Q Specify the Duration of your meeting in minutes While not required it is helpful to include a Conference Topic to distinguish this meeting from others Meeting Information sections may vary depending upon the type of meeting that was selected 2007 InterCall 14 InterCall PAC Code PAC Code Step 3 Provide a PAC Code if needed PAC Codes or Project Accounting Codes provide a method to identify conference calls These PAC Codes are individual accounting codes that may be used to bill the appropriate department cost center or just to track departmental conference calls The label preceding this field can be customized to show the verbiage that your company uses for this purpose Scheduler Call Organizer Scheduler Call Organizer Same as Owner s address Step 4 If you are the Scheduler Call Organizer for this meeting simply choos
8. My Library My Archives My Presentations Address Book Templates Step 1 Click My Archives to access archived recordings of previously held conferences that you can review at any time My Archives Reservationless Plus Archives Instructions listen to the recorded conference via phone participants should dial the numbers below US Canada 888 849 7904 International 706 679 5560 To listen to the recorded conference via the web click on the Playback ID link To delete one or more archived conferences from the list mark the check box next to each of the conferences you wish to delete the click the Delete Checked Archives button To sort the column ascending please use the V next to the column title To sort the column descending please use the JA next to the column title Select All Playback ID Topic IV Availability Start V A Availability End View Usage Purchase Deselect All 063797275 Sales Alert 10 02 2006 10 31 2006 Usage Options 0653 4275 Registration How 10 02 2006 10 31 2006 Usage Options View Usage for Checked Archives Delete Checked Archives Step 2 Click Playback ID to select the particular recording you would like to access You can also select Usage to review the usage report for a particular recorded conference or select View Usage to review the usage on more than one recorded conference E http Avww0 teleconferencingcenter com Archive Options Micr
9. e InterCall InterCall Online User Guide 2007 InterCall InterCall Table of Contents Welcome to Mercal ONINO H 4 NONION eera a om 4 REEN VC 4 WECOME I Eom 4 ING EIE TERI EE E E EAEE E E 5 Manage Upcoming Meetings I D TO OE TE ETE 5 eX EET ITE E E TE D DEO mE 5 UR BERNER TT TEE 5 PCCOUME Wig nip RR RT Tc p c 5 xo H 6 PROVIEW HIV OIC SS E 6 CU tomer SUD OOM 6 7 NEN 7 SUDO OF m 7 SC OMA ore nae NEN 8 CNC OMI m T TU UT 8 EO OCIA UG Tm m m m m 8 sizrekwe om 14 UN 16 AN NE 30 Section 5 Manage Upcoming MEetiNS ccccccccsssessecceeeceeeesseceeeeeeeeueeeeeeeeeeeeseueeseeeeeeessseeaeeeeeeesesssaaaeeeeeeeeeesagas 32 Section 6 Start a Meeting _
10. CT Apri Test Operator 5798528 30 WES cs Assisted To delete a meeting click the minus sign to the left of meeting you want to cancel If it is a recurring meeting you will have the option to cancel the series of meetings or just the occurrence selected To revise a meeting click the plus sign or letter R if it is a recurring call to return to the scheduling screens where you may change your selections You can sort the conferences by date leader name call type conference ID topic or conference duration If you have many scheduled meetings you will find the filter helpful in locating a specific meeting You can download the conference to your Outlook calendar by selecting either vcs or ics at the far right side of the conference 2007 InterCall 32 InterCall nterCall Online User Guide Section 6 Start a Meeting Start a Reservationless Plus Meeting Please click on the Icon below to launch the online conference moderator and start your meeting If you do not have 4 meeting scheduled simply click the below to start an unscheduled meeting Date Time Leader Name W Topic Duration W 1 07 31 2007 10 00 Mary Williams 30 Start an Unscheduled Meeting e Start a Meeting Center Meeting Please click an the Start Meeting link below to launch Date Time Conference ID Meeting Number Leader Name Topic Duration Start Meeting 08 20 2007 10 00 AM CT 10045693 Test User
11. InterCall 07 15 2007 InterCall 2007 InterCall Minute Report Description Total Minutes Total Reservless Mins Total Op Assisted Mns Total Auto mated Mns Total Video Mins Total Misc Wins Total Sales Total Reservless Sales Total Op Assisted Sales Total Automated Sales Total Web Sales Total Video Sales Total Other Sales Total Credits Sales Total Discount Sales Charge code breakdown Total Minutes Total Sales Total Credits Sales Total Discount Sales Total Sales after Discount 5 Value 0 00 0 00 0 00 0 00 0 00 2007 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 InterCall Online User Guide 71 InterCall InterCall Online User Guide Online Reports If your company subscribes to Online Reports you can access them through the online conferencing tool Simply choose Online Reports to access even more information about your company or billing account s activity Contact your account representative if you re interested in becoming a subscriber INTERCALLU A ONLINE REPORTS Global Conferencing Solutions Yes FESSES MEE Welcome to Online Reports This site was developed specifically to Password provide nur customers timely accurate oe information about their conferencing business The site has been enhanced Login ree to provide greater reliability and ease use Please direct any questions t your me
12. Provide Report Recipient information in the specified fields and click Add Recipient The screen will refresh and you may add more recipients or delete recipients you have already submitted 2007 InterCall 25 InterCall Order a Copy Order A Copy Recording Type Quantity Media Shipping Method Ship To Address 1 Address 2 City State Province ZIP Postal Code Country United States 1 1 gt gt Add Recipient lt Previous Step 1 Check the box in the upper left hand corner indicating you would like to Order a Copy of your Encore recording Step 2 Select your Recording Type from CD Indexed CD MP3 CD WAV CD CDA or Cassette Step 3 Designate the Quantity for recordings you would like to receive Step 4 Select your Media Shipping Method from Domestic Standard Domestic Overnight International Standard or International Overnight Step 5 Provide the Ship To recipient Address City State Province ZIP Postal Code and Country for whom the Encore recordings are to be delivered Click Add Recipient Your screen will refresh and you may designate additional recipients or delete recipients who have already been submitted If you want to make any additional optional meeting feature selections click Previous Otherwise you may click Submit to reserve your call 2007 InterCall 26 InterCall InterCall Online User Guide Scheduling a Web Conference Mshow mshow show Stu
13. Recording Record all on screen actions and audio during a meeting Using WebEx Player you and others can play back a recorded meeting e Send feedback form to host email Send all feedback forms that any participants fill out to the your email address The feedback form automatically appears on each participant s screen after the meeting ends e Enable UCF rich media for Attendees Use the Universal Communications Format UCF a portable document format to Display animations and slide transitions in shared Microsoft PowerPoint presentations o Play rich media files such as audio and video files in shared Microsoft PowerPoint presentations or as stand alone files in the content viewer 2007 InterCall 29 InterCall Select Attendee Privileges e Save Print Annotate View Participant List View Thumbnails Controls applications web browser or desktop remotely View any document View any page e Private chat with host presenter or all attendees Select Delete Meeting after completion Choose to automatically delete the meeting from your list of meetings once both of the following occur e You start and end the meeting e scheduled time for the meeting has passed Step 4 Click Submit to reserve your web conference Call Templates Once you have submitted the information to reserve an audio conference call you will be asked if you would like to make this a Call Template By selecting Yes you wil
14. The screen will refresh with the Owner Search Results Select the owner whose profile you would like to view edit 2007 InterCall 49 InterCall InterCall Online User Guide View Edit Owner Information Click Save to store your changes Required fields Voew Product details Company and Billing Account where Owner Profile Is to Be Added Account Name Account Number E Owner Information 3 mb OwnerName FirstName ay LastName Initial Position Address 1 922 Main Street Telephone Address 2 Alternate Telephone Address 3 Email ty L Ecc OO Fax Country United Stat State Province ZIP Postal Code Assistant Information Check box to send Assistant Info Marketing Settings Please note if no selection is made default settings will be used Mail Welcome Packets No Email Welcome Info Yeg Email System Messages yas Marketing Messages amp Promotions ves Protect From Reset No Copy Assistant 7 Language Preference Engish Alternate Recipient for Marketing Materials Check box to send marketing materials to alternate recipients Same as Owner s address Step 3 This next screen provides the owner profile information including the company account and owner information related to the owner profile To change any of this information simply up
15. application sharing sessions and web tours Playback is available in Real Player and Windows Media CDs are available upon request o Streaming Audio Only Stream and synchronize live audio with the leader s presentation Streaming allows you to broadcast your message to the largest audience possible via the Internet o Streaming Audio w Slides Combine Slides and Streaming Audio e Conference Place Use this virtual meeting place optimized with easy to use tools and features to present and or collaborate e MeetingCenter Host business meetings on the Internet and facilitates presentations and collaboration Other Call Type Options Set Up New Owner Complete this form to set up a new Owner profile Required fields Call Type Operator Assisted Toll Free l Reservationless Plus Toll Free Direct Event Toll Free Operator Assisted Tall a Reservationless Plus Tall Direct Event Tall Automated Toll Free C Automated Tall pial out DO Set Automated As Reservationless From the Call Type area you can also select Dial Out DO as an option and Set Automated As Reservationless for the new user Owner View Edit Owner Information As an administrator you have the capability to view and edit your owner information and owners who fall under your hierarchal order Select View Edit Owner Information to initiate the process 2007 InterCall 48 InterCall InterCall Online User Guide View Edit Owner
16. meeting Step 2 Select one or more of the delivery methods to send documents or messages e E Mail Supports text and HTML files e Fax Supports paper copy or electronic files MS Word or Adobe file formats e Voice Supports audio messages up to 45 seconds in duration Step 3 Click the calendar icon to select your Broadcast Date Step 4 Provide or edit Contact Name Contact Phone and Email Voice Broadcast Service is free however additional charges may be applied for E mail and Fax Broadcast Services Please check with your company administrator for details Enunciator You may have your participants greeted with a branded recording when they dial in for your conference call For example Welcome to the designated conferencing provider for ABC Company A conference coordinator will be with you shortly l Enunciator Please enter the Enunciator script Step 1 Check the box in the upper left hand corner indicating you would like to add Enunciator to your meeting Step 2 Provide your Enunciator script where indicated Special Script Craft a special message for a welcome statement Q amp A session and or closing comments Your script is read by the operator during your meeting adding another way to personalize your call Special Script Enter the text of the special script Step 1 Check the box in the upper left hand corner indicating you would like to add Special Script to your meeting Step 2 Provide your special
17. which they respond to by pressing a key on their touch tone phone e Q amp A conduct a formal question and answer session facilitated by an operator e Fax Confirmation double check the specifics of your conference by receiving a fax confirmation of your conference details e Roll Call request to have the operator recite the names of the participants in the conference e International Link connect international participants to your conference call using links through international call centers toll and toll free access numbers and dial out options e Announce request to have the operator announce participants names as they are joined to the call Exit Tone sound a tone or beep into the conference when participants leaders exit a meeting e Email Confirmation double check the specifics of your conference by receiving an email confirmation of your conference details e Leader View use a web application that displays a private real time view of participant information e Entry Tone sound a tone or beep into the conference when participants leaders enter a meeting 2007 InterCall 43 InterCall e Broadcast send messages using the phone email or fax Voice Broadcast supports audio messages up to 45 seconds in length Email Broadcast supports text and HTML files Fax Broadcast supports paper copy or electronic files MS Word or Adobe file formats e Security prevent additional participants even the operator from joining the confe
18. Changes Intercall Home AboutUs Terms amp Conditions Privacy Policy ContactUs Bookmark This Site Step 3 Select Manage Activity at the bottom of the profile Manage Activity You are requesting to manage activity for Test User with Owner Number 3214844 TERMINATE PROFILE Please be advised that by terminating a profile all products services dial in numbers and passcodes or PINs will be permanently removed fram the profile Please enter a brief note about the reason for terminating this profile TERMINATE PROFILE DISABLE ENABLE PROFILE DISABLE PROFILE Step 4 You may now choose to Terminate or Disable the owner s profile e Terminate Profile Allows you to permanently remove all products services dial in numbers and passcodes or PINs associated with the profile and save a note regarding the reason for termination e Disable Enable Profile Allows you to temporarily disable the ability to use the owner s products service and access to InterCall Online However the products services dial in numbers and passcodes or PINs remain on the profile Once the profile has been disabled the selection button will then read Enable Profile With one click the profile and associated products and services can be reactivated 2007 InterCall 52 InterCall InterCall Online User Guide Owner Manage Delegates Manage Your Account Security amp Passwords Change Your Password amp Se
19. Company Number View Edit Company Information Company Search Please use the search function below to find the Company you would like to view or edit Search results will be displayed below view or edit a Company profile click on the Company Name search citer Company Number Company Search Results Company Number Company Name Date Created b Test 09 11 2006 Step 2 The screen will refresh with the account information search results Select the company you would like to view edit View Edit Company Information Click Save store your changes Required fields View Marketing Materials Info and Rate Details Company Information Business Unit USA Division Company Name Sun Manufacturing PAC required far all owners Mo PAC Client Source If Other please snecify 1 Reservationless Plus Security Passcode OFF Sales Rep Primary Rep Mame pen Oven J Primary Rep Code ngg3 View Marketing Materials Info and Rate Details cave Changes cet Delegate Options set Option 2007 InterCall 61 InterCall Step 3 This next screen provides the company profile information Click View Marketing Materials Info and Rate Details to make any updates to the company s marketing settings When finished from either profile summary scroll to the bottom of the screen and Save Changes View Edit Company Information Click Save to store your changes
20. EREEEMNER oo n Audience Lists Registration Page Library Post Show Survey Library Mo Showy have been Scheduled More Shows 2007 InterCall 72 InterCall Live Meeting Reports Live Meeting Reports Meeting List allows you to access your Conference Place account through single sign on to view your meeting list and manage your account InterCall Online User Guide My Home Meet _ Schedule Meeting Meet Mow Join Meeting Manage Meetings Recordings Liser Preferences View Recordings Reports Manage Meetings Show all meetings between amp Enter dates MMJDDJY Y Format Current Future O pat al Search Or Shaw Meetings in Containing 2 Showing all meetings Far all organizers Meetings 1 1 of 1 Page 1 Delete Meeting Information Size Delete Test Meeting Meeting ID SRENTS Billing 3210565 Meetings 1 1 of 1 Page 1 07115107 5 30 PM Duration 1 00 Bl B e 0125 L Delete Live Meeting Reports Recording List allows you to access your Conference Place account through single sign on to view your recording list and manage your account conference place eee 9 My Home Meet Schedule Meeting Meet Now Join Meeting Meetings Recordings User Preferences Recordings Reports 2007 InterCall Manage Recordings Your search results recordi
21. Event Tall Automated Toll Free m Automatedj Toll pial Out DO Set Automated As Reservationless Step 1 For Reservationless Plus select Reservationless Plus Toll Free and or Reservationless Plus Toll Your screen will refresh to include the following area that will allow you to select features associated with Heservationless Plus conferences Reservationless Plus Conference Passcode Leader Pin F Leave blank to use Owner s phone Leave blank to have system assign Monthly Port Selection 125 v Entry Option Exit Option Tune Security Passcode Auto Continuation AN Must be OFF if Quick Start is ON Phone PAC OFF Recorder Dial Out N English US CA if security passcode is ON OFF Conference Continuation ON wr Step 2 Define the functionality of the Reservationless Plus service by making selections in this area e Conference Passcode Require a user to provide a unique passcode to participants so they may enter the users Reservationless Plus conference You may provide a custom passcode in this field or leave it blank and the Conference Passcode will default to the owner s phone number e Leader Pin Enter this code or PIN using the phone keypad to initiate Reservationless Plus conferences You may provide a custom leader PIN or leave the field blank and the system will create the leader PIN e Dial Out Permission Select ON or OFF to determ
22. Information View Edit Your Owner Profile Owner Search Please use the search function below to find the Owner you would like to view or edit Search results will be displayed below To view or edit an Owner profile click on the Owner Name Filter By Owner Number Step 1 To view or edit your own profile click View Edit Your Owner Profile To view or edit the profile for a user listed under you you can search for the user s by selecting Owner Number Account Number or Owner Last Name from the drop down menu a Home Schedule Meeting s Manage Upcoming Meetings s Start Meeting s My Library a Manage Your Account Set Up New Owner View Edit Owner Information a Set Up a New Billing Account Prafile View Edit amp ccount Information View Edit Company Information Administer Roles s Approve New Owner Requests a Reports s View Invoices Customer Support View Edit Owner Information View Edit Your Owner Profile Owner Search Please use the search function below to find the Owner you would like to view or edit Search results will be displayed below To view or edit an Owner profile click on the Owner Name Search Filter By Owner Last Name Owner Search Results Owner Number Owner Name Date Created Email Last Activity 2947530 Susie Sample 12 18 2006 ssample company com 12 18 2006 2930696 Joe Sample 12 07 2006 jsample company com 12 07 2006 Step 2
23. Leader View and even InterCall s Online Reservation system Once you ve registered for InterCall Online your InterCall tools are just a click away Upon logging into InterCall Online you ll have one click access to host a web conference make an audio conference reservation manage your Reservationless Plus account and more In addition to giving you direct access to InterCall conferencing services InterCall Online also provides self guided product demonstrations basic service information and support contact information This user guide provides information on the tools available to you and how to navigate InterCall Online User Type Overview InterCall Online supports three types of users Company Administrators Account Administrators and Owners Company Administrator Company Administrators have the highest level of authority within InterCall Online to manage conference accounts The Company Administrator is able to manage the company site provision billing accounts and set up new owners within the company Account Administrator Account Administrators have access to various billing account and individual profile management tools These capabilities ensure the Account Administrator can provide appropriate access to the tools and services the owners under their hierarchy need and can also help the Account Administrator monitor conferencing usage and invoicing Owner An Owner is the end user and owner of an individual account The
24. PM z Delete Checked Presentations Step 2 If you have a large library of presentations you may want to use the up and down arrow buttons to sort your presentations by Topic Date Uploaded or Time Uploaded If you have presentations you no longer need saved to your My Presentations archive click the square to the left of the topic name and click Delete Checked Presentations to remove one or more documents Step 3 To add new presentations to your library click Upload Presentations To Upload Presentations Add New Presentation Find C Documents and Setti Browse aD Name Presentation Slide Size Medium gt 2 To upload the presentation file click Browse to find the file n the Name Presentation field name your file to identify it on your list of presentations 2007 InterCall 35 InterCall Define the Slide Size Click Load Now to complete your upload You will return to your presentation library page Simply Refresh List to view your newly added presentations My Address Book Owner Library My Library My Archives Presentations Address Book Templates Step 1 Click My Address Book to create and manage prospective conference participants and distribution lists for those you consistently invite to your meetings When scheduling meetings using the online conferencing tool you can use these contacts and distribution lists to populate you
25. Profile Management InterCall Online allows a company administrator to set up various billing groups or invoice points Account administrators are allowed to set up owner accounts or approve new owners under their account as necessary and view information for those owners within the account You also have the ability to view billing account usage reports and invoices e Company Profile Management Company level is the highest level of authority within InterCall Online to manage conference accounts Company Administrators are able to manage their company site provision billing accounts set up new owners and approve new owners within their company e Administer User Roles Settings within the Administer Roles tool allow the Company or Account Administrator to define views or roles within InterCall Online for the users below them Each role can have access to different features of the online system as well as the functionality to administer to the levels underneath their access level view reports and invoices Reports InterCall Online reporting tools give you the ability to view usage for audio and web conferencing activity The Reports menu allows administrators to customize audio and web usage reports set date parameters filter information and provides options for exporting the data to HTML or Excel format for further analysis and sharing e Audio Activity Reports Company and Billing Account Administrators can choose from a broad selectio
26. Service 48 hour business day turnaround Priority Service 24 hour business day turnaround C Express Service 12 hour business day turnaround C Rush Service 3 hour business day turnaround Would you like to have your entire call transcribed or just the Question and Answer session Entire Call Session Only How would you like your transcripiion delivered I emal rax Hard Copy w Diskette Full Name Mary Emad mwilliams isunmig com toe Fax E O Address 1 mE Address2 i Address3 c ZipPosta county sj E 1 of 1 E Add Delete Step 1 Check the box in the upper left hand corner indicating you would like to add Call Transcription to your Step 2 Select your preferred Service Option Standard Service Priority Service Express Service or Rush ee uci whether you would like your Entire Call transcribed or the Q amp A Session Only Step 4 Select how you would like your transcription delivered Email Fax or Hard Copy w Diskette Provide the requested contact information Click Add Your screen will refresh and if you choose to do so you may add more recipients or delete recipients you ve already submitted Additional charges may be applied for this service Please check with your company administrator for details 2007 InterCall 23 InterCall Additional Enhanced F
27. Step 1 Check the box in the upper left hand corner indicating you would like to add Participant Report to your meeting Step 2 Select which Participant Report Option you would like e Standard Requests the participant s first and last name e Enhanced Requests the participant s first and last name a phone number and two additional pieces of information of your choice If selected add the additional requested information you desire to fields 3 and 4 e Premium Requests the participant s first and last name a phone number and four additional pieces of information of your choice If selected add the additional requested information you desire to fields 3 6 Step 3 Indicate who you would like the Participant Report delivered to and provide Recipient Name Email and or Fax number Click Add Recipient Your screen will refresh and you may add more recipients if you wish Additional charges may be applied for this service Please check with your company administrator for details 2007 InterCall 22 InterCall InterCall Online User Guide Call Transcription Transcription provides an accurate verbatim account of a conference in a typewritten format in Microsoft Word call Transcription Please be advised that this call is subject to a Call Transcription cancellation fee should the call not take place and if the reservation is not cancelled at least 15 minutes pnor to the call start time Which Service Opbon Would you like e standard
28. but not content ensuring that your participants will experience the highest level of quality Password Protection Require participants to provide the operator with a pre determined word or code to join the conference Password Protection restricts attendance and heightens security G Conference Playback Replay a previously recorded conference or message at one or more scheduled times The recorded conference or message can be provided in the following formats CD cassette Encore micro cassette or DAT Voice Talent a Submit If you want to make any additional optional meeting feature selections click Next Otherwise you may click Submit to reserve your call Recording Features 2007 InterCall 24 InterCall Encore Encore digitally records your call for those who were unable to attend it live or would like to listen again Accessible by dialing a toll free number Liss _ 24 7 access is convenient and time saving Meeting Information Participant List Pre h res Enhanced Features Recording Features Encore StartDate Start Time HH MM pe End Time HH MM m m Password ue Playback Prompts Enter information that you would like for callers to record when they call in to listen ta the playback Each item in the list will be recorded as a separate prompt EX After the tone please state and spell your full name Before Playback Promp
29. conference to start prior to the leader joining This option can be turned on or off Per the screen note this feature must be on or off if Security Passcode is enabled e Conference Continuation Enable the leader to use DTMF tones on a Reservationless Plus conference to continue the call if she disconnects The conference will not automatically continue The leader needs to utilize DTMF tones to allow the conference to continue This option can be turned on or off 2007 InterCall 46 InterCall Direct Event Direct Event Toll Free and or Toll provides streamlined conference entry on event calls by allowing participants to join in an automated manner while continuing to offer conference leaders the high touch experience provided by an operator Set Up New Owner Complete this form to set up a new Owner profile Required fields Call Type Operator Assisted Toll Free C Reservationless Plus Taoll Free Direct Event Tall Free Operator Assisted Tall Reservationless Plus Tall Direct Event Tall Automated Toll Free C Automated Tall pial Out DO Set Automated As Reservationless Step 1 For Direct Event select Direct Event Toll Free and or Direct Event Toll Your screen will refresh to include the same Default Options and Enhanced Features areas as an Operator Assisted call please refer to that section if you need directions and definitions for these areas The new area that will appear after
30. drop down menu to indicate if you want owners for this billing account to have their marketing materials options changed if updates are made to the account level settings e Language Preference Select English or Spanish from the drop down menu to indicate what language should be used for communications to the users in this billing account Click Continue You will receive a confirmation page where you need to confirm your billing account profile details which will be followed up with an email confirmation from the system verifying that your billing account has been set up 2007 InterCall 58 InterCall InterCall Online User Guide Account View Edit Account Information You have the capability to view and edit account information for billing accounts that fall under you hierarchal order Select View Edit Account Information to initiate the process View Edit Account Information Account Search Please use the search function below to find the Account you would like to view or edit Search results will be displayed below To view or edit a Billing Account profile click on the Account Name Search Filter Account Name x Step 1 To view or edit the profile for a billing account listed under you you can search for the account s by selecting Account Name Account Number or Company Number View Edit Account Information Account Search Please use the search function below to find the Account you would like ta
31. s services O Contact Us The Contact Us link provides yet another way to contact an account representative or you can access a more comprehensive list of contact phone numbers for the many arms of customer service in the U S and for other global regions Q Conferencing Service links Select one of the Conferencing Service links to find more information on the various services offered by InterCall 2007 InterCall 7 InterCall Section 3 Getting Started The Welcome Page When you access www intercallonline com the Welcome page is the first screen you will see and is where you will log in when you want to use the online tool Welcome Please Login you have previously used this system please enter your Usar Name and Password a Login Customer Sunpor s Customer SUPPO it you are a frst time user please enter your Cwner Number in the User Name Beki and Web PIN into the Password then chick Loge This inf reatson would have been provsded fo you when your account was established Username Pacer ond EE Forgot Your Password if you have forgotten your Password please Click Here e Signup Now You must have an existing conferencing account to use the system If you need to establish an account Click Here Join Meeti if you ane attempting to jon a meeting as participant Chick Here Also accessible from the Welcome page Forgot Your Password Owners can submit a request for their
32. te VER nO za Rr 59 Company View Edit Company Information cccccccccccceccesseseeeeeeeeceeessseeeeeeessaeessseeeeeesesaaeseeeeeesssueeasseeeeeeeeesaaas 61 User ROE AGMA ol asinos cites ete none ee ee eee ES n eee eee 63 Owner Requests Approve New Owner ReQUESIG cccccsssseccccseecececeeeeecececaeaeceeesseusceessueeeeeeesuaeeeeessaaseeeeenaas 64 COO OOO lS e PED ES 66 VOW RODO acetate sce o H 66 SS AS ST AHBDUIOS NU 66 AUGO gae A inis ele EET ETE EE T E 67 Wen ACIMI REDON eeni T E DEO o TEE EET 68 e Walls NID T TE T 68 MING PEDOT TE 70 TINS REDO S E tul ctu sacl 72 PONS OW Fa COONS RENE Emu 72 LIV IMIS STING Ropo eneon cs didit FETU rS p UR DURUM 73 stan 74 SCHON VIEW MVOICES ossi umet est eiut sn 75 2007 InterCall 2 InterCall Customer SUPOTE
33. view ar edit Search results will be displayed below view or edit a Billing 4ccount profile click the Account Name Search Filter By Account Search Results Account Number Account Name Date Created 470041 Test 09 11 2006 Step 2 The screen will refresh with the account information search results Select the account name you would like to view edit View Edit Account Information s Home Click Save to store your changes s Schedule Meeting Required fields s Manage Upcoming Meetings View Marketing Information Company where Billing Account Profile Is to Be Added s Start Meeting Company Name Company Number 4 My Library Manage Your Account pm Billing Contact 1 Set Up New Owner E Address 1 Telephone Est m View Edit Owner 23 Company Lane HE Set Up a Mew Billing Address 3 Account Profile rnheeney heeney us City enexa m View Edit Account Information ZIP Postal Code E219 Country View Edit Company Y United States Information State Province y m Administer Roles 2007 InterCall 59 InterCall a Approve New Owner Requests s Reports s View Invoices a Customer Support scroll to the bottom of the screen and click Save Changes Account Contact Address 1 153 Company Lane m 1 ZIP Postal Code 55549 Country United States St
34. which our customers reside and to meet the specific needs of those industries Then select Yes or No from the drop down menu to determine whether or not a PAC Project Accounting Code is required for all owners If Yes provide the PAC label cost center department number etc in the appropriate field Click Continue Set Up a New Billing Account Profile Complete this form to set up a new Billing Account profile Required fields Marketing Materials Please note if no selection is made default settings will be used Mail Welcome Packets Mo E Email Welcome Info Email System Messages Yes Marketing Messages amp Promotions Protect From Reset Yes Language Preference Step 7 Determine the marketing materials options for the new billing account profile e Mail Welcome Packets Select Yes or No from the drop down menu to indicate if you want welcome packets mailed e Email Welcome Info Select Yes or No from the drop down menu to indicate if you want welcome information to be delivered by email e Email Systems Messages Select Yes or No from the drop down menu to indicate whether or not you want owners for this billing account to receive system messages delivered by email e Marketing Messages amp Promotions Select Yes or No from the drop down menu to indicate if you want owners for this billing account to receive marketing messages and promotions from InterCall e Protect From Reset Select Yes or No from the
35. Leader Last at the request of the Leader or at the conference s scheduled start time The Conference organizer can also choose to have a tone sounded into the conference when participants leaders enter and or exit the meeting Entry Tone Exit Tone This section also allows conference organizers to instruct the operator to announce participants names as they are joined to the call Name Announce or the operator recites the names of participants who are in the conference Roll Call Confirmation Options Confirmation Options Send Email Confirmation Send Fax Confirmation Country y Confirmation Only _Next gt Submit Cancel Step 7 If not already pre populated provide an email address for email confirmation details for your meeting You may also choose an optional fax confirmation or dial out confirmation If you want to make any optional meeting feature selections click Next Otherwise you may click Submit from this or any of the optional feature tabs to reserve your call Optional Features There are many optional meeting features that can also be scheduled using InterCall Online These features include Participant Lists Recurring Options Pre Meeting Features Enhanced Features and Recording Features Following are more detailed explanations and directions for each category Participant List Participant List is a commonly used security feature that ensures only invited part
36. Logout This section of the user guide will provide instruction on scheduling meetings and identify and define the features available on the type of meeting you select Please note that the screenshots used throughout this user guide are generically branded Your screen may look different depending on your company s preferences but the functionality is the same 2007 InterCall 13 InterCall Basic Scheduling Select Your Meeting Type Schedule A Meeting Home s Schedule Meeting Operator Assisted Manage Upcoming Automated Meetings Reservatianless Plus Start Meeting Recording Studia Mone s My Library s Manage Your Account Conference Place Reports MeetingCenter Mshow Customer Support hone Continue gt Step 1 From your Home page click Schedule A Meeting to reach this screen Click on the type of meeting you want to schedule and click Continue Meeting Information Meeting Information Participant List Recurring Options Pre Meeting Features Enhanced Features Recording Features Meeting Information To add additional conference numbers please call 800 888 8400 Please select from the following Conference Numbers for this reservations a Operator Assisted Toll Free Dial In Number 877 353 2221 m Operator Assisted International Dial In Number 706 758 4225 Date Time HH MM Time Zone Dhabi ANA
37. Owner can access tools to schedule and manage meetings initiate meetings and manage account information using InterCall Online This user guide will summarize the functionality available to the Owner Feature Overview Welcome Login InterCall Online security has been architected to be flexible enough to allow different access levels depending on the user s needs and responsibilities Start at the Welcome screen to securely access your unique set of tools and features create a new owner account request forgotten password and or usernames or join a meeting being hosted by another owner Once logged in your InterCall Online home page may include your company s branding special announcements from InterCall regarding new services and features as well as a list of the services activated for your user profile From the Home page you can access the tools to schedule meetings manage meetings initiate meetings and manage account information A personal library of reservationless resources and various user support tools is also available on the Home page 2007 InterCall 4 InterCall Scheduling Meetings InterCall Online allows owners to reserve conference calls online rather than calling into InterCall s customer care center Our online scheduling interface tools are updated real time within InterCall s provisioning system to register your call preferences and schedule operator resources automatically You simply enter meeting date
38. Type E Operator Assisted Toll Free Reservationless Plus Toll Free Direct Event Toll Free Operator Assisted Toll Reservationless Plus Toll Direct Event Toll m Automated Toll Free Automated Tall pial Out DO Set Automated As Reservationless Step 1 For Operator Assisted functionality select Operator Assisted Toll Free the call host pays for the conference charges and or Operator Assisted Toll participants pay for their participation in the call Your screen will refresh to include the following areas that allow you to select additional features associated with an Operator Assisted conference Default Options Direct Entry C Music Hold Announce n Entry Tone Special Script C Polling Roll Call Exit Tone Broadcast Lecture 1 Q amp A International Link Email Confirmation Security Approved Participant List Fax Confirmation Leader View voice Talent English Password Call Transcription Entire Standard 7 Event Services Topic He Promotional Playback Bale Conference Playback Eisen Seleri Step 2 Choose from the following Operator Assisted Default Options for the new user you are creating an owner account for e Direct Entry place parcipants directly into a call by an operator e Music Hold allow participants to hear music prior to the conference until the leader joins e Polling ask participants a series of questions
39. administrator you have the ability to add change and delete owner accounts set up various billing groups or invoice points and manage your company site To access the administrator tools log in using your administrator username and password On your Welcome screen when you log in using your administrator username and password you will notice that as an administrator there are additional options in your left navigation pane Reports provides you the ability to view usage information for audio and web conferencing and View Invoices lets you access previous company and billing account invoices As an administrator you also have additional functionality within the Manage Your Account option Depending on your administrator profile you may be able to set up billing account profiles view and edit company profile information create new administrator accounts set up and manage individual owner accounts and approve new owner account requests Owners will only have the option to view edit owner information Change Your Administrator Password Manage Your Account Security amp Passwords Change Your Password amp Security Settings Set New Owner View Edit Owner Information Manage Delegates Account Set Up a New Billing Account Profile View Edit Account Information Company View Edit Company Information User Role Administer Roles Ovner Requests Approve New Owner Requests Step 1 If you need to change your administra
40. age Upcoming Please use the search function below to find the Owner you would like to view or edit Search results will be displayed Meetings below To view or edit an Owner profile click on the Owner Name Search Filter By Owner Last Name s Start Meeting a My Library Owner Search Results Owner Number Owner Name Date Created Email Last Activity Manage Your Account 2947530 Susie Sample 12 18 2006 ssample company com 12 18 2006 Set Up New Owner 2930696 Joe Sample 12 07 2006 jsample company com 12 07 2006 a View Edit Owner Information a Set Up a New Billing Account Prafile View Edit amp ccount Information View Edit Company Information Administer Roles Approve New Owner Requests s Reports s View Invoices Customer Support Step 2 The screen will refresh with the owner search results Select the owner whose activity you would like to manage 2007 InterCall 51 InterCall Assistant Information Check box to send Assistant Info Pac Code Marketing Settings Please note if selection is made default settings will be used Mail Welcome Packets Email Welcome Info Email System Messages Marketing Messages amp Promotions Protect From Reset Copy Assistant Language Preference English Alternate Recipient for Marketing Materials Check box to send marketing materials to alternate recipients Same as Owner s address Manage Activity View Product details cave
41. alized account details how to instructions and other information Read on for the details General Information Owner Name Sample Company Name InterCall Owner Number 2873289 Web PIN 4666 Your Sales Contact House House house intercall com Customer Service 800 374 2441 or 706 645 6800 First locate your owner number web PIN For most owners your welcome kit is delivered in the form of an email If you cannot locate your web PIN please contact customer service at the phone number located on your wallet card Welcome Please Login IH you have previoushy used this system please enter your Name and Password Login Customer Support If you ara fist tme user please enter your Gener Number in the User Name Geld and Web PIN mite the Password held then chek Login This information would have been provsded ta you when your account was established Leria Pateword Uca Forgot Your Password if you have forgotten your Password please Click Here Signup How You must have an existing conferencing account to use the system If you need to establish an account Click Here Join if you are attempting to jan meeting as participant Chck Here 2007 InterCall 9 InterCall O The first time you log in you will be prompted to enter your owner number in the Username field and your web PIN into the Password field Then click Login to advance to the next scree
42. an also use InterCall Online the order CDs and tapes of your recordings e Web Video Features Through single sign on security owners can also reserve web and video conferencing services Users are linked seamlessly to the web and video reservations systems and are prompted in InterCall Online to enter the meeting IDs for these services This ensures that web and video meeting IDs are included in reservation confirmations and communicated to participants e Confirmation Messages InterCall Online provides multiple ways to confirm and communicate meeting details Online messages provide you assurances that the system has registered your meeting preferences Manage Upcoming Meetings Owners can also review and make changes to meeting reservations any time prior to the start time of a conference by selecting Manage Upcoming Meetings Meeting management tools allow you to filter sort update and delete meetings Starting Meetings When it is time for your meeting InterCall Online lets you select the meeting from an online menu and launches InterCall s Conference Moderator tools If the conference you are hosting is an Operator Assisted call with Leader View enabled the Leader View tool can also be accessed through the online tools A MeetingCenter link is available to allow users to start a One Click Meeting InterCall Online also provides the ability to start an on demand or unscheduled meeting Library InterCall Online provides you the capabil
43. and time information project accounting codes and conference leader information to schedule resources e Basic Scheduling Features InterCall scheduling allows you to choose from a broad range of tools and features to enhance the conferencing experience Basic features include the ability to pre define participant lists to control conference access distribute meeting details and set the frequency and term of recurring meetings e Pre Meeting Features InterCall offers a set of pre meeting features that give you additional flexibility in how to communicate with participants prior to a conference These include pre registration options email fax and voice broadcast services customized enunciator operator scripts and promotional playback messages e Enhanced Services InterCall also offers several enhanced conference features including Participant Report Call Transcription Communications Line Leader View Voice Talent Q amp A Polling Call Monitoring and Call Playback Check with your company administrator or meeting consultant to understand the additional costs for these services e Recording Services Reserve Encore recording services through InterCall Online for Operator Assisted calls Options include the ability to pre establish the parameters concerning how long the conference recording will be available whether the recording requires a password for playback and custom prompts to be played before and after the recording playback You c
44. and provide options for you to further define the frequency of your call Step 3 Determine when you want the series of conference calls to end You may schedule the meeting indefinitely end after a number of occurrences or end on a certain date ZPAA ZPAA ZPAA ZPAA ZPAA ZPAA ZPAA Step 4 Determine any changes you may want made if the call should fall on weekend Step 5 Click Preview Conference Dates for a summary of your recurring call Your screen will refresh and the preview will appear at the bottom of the screen If you want to make any additional optional meeting feature selections click Next Otherwise you may click Submit to reserve your call 2007 InterCall If so how do you want to 18 InterCall Pre Meeting Features The online conferencing tool also offers a set of pre meeting features that give you additional flexibility in how to communicate to participants in advance of a conference These include user registration options email fax and voice broadcast services customized enunciator and operator scripts and promotional playback messages Registration Options Pre Meeting Features Enhanced Features 1 Registration Options Mumber of Registrants Registration ID Required Step 1 Check the box in the upper left hand corner indicating you would like to add Registration Options to your meeting Step 2 Click the drop down box to select from the following e None e Phone particip
45. ants register for your meeting by dialing into a branded toll free number and leave an RSVP for your meeting according to the parameters you define e Web Single Event participants register for your meeting by visiting an Event Registration web site branded especially for you e Web Multi Event participants register for multiple events by visiting an Event Registration web site branded especially for you e Phone Web Single Event participants register for your meeting by dialing into a branded toll free number or by visiting an Event Registration web site branded especially for you e Phone Web Multi Event participants register for multiple events by dialing into a branded toll free number or by visiting an Event Registration web site branded especially for you Step 3 Provide the Number of Registrants you want to have access to you phone and or web registration Step 4 Check the Registration ID Required box if you would like this option Step 5 Provide a Contact Name and Contact Phone number Additional charges may be applied for this service Please check with your company administrator for details 2007 InterCall 19 InterCall Broadcast Services Send pre or post event documents or messages to all your guests simultaneously Broadcast Services EMail Fax Voice Email mwilliams sunmfg com Step 1 Check the box in the upper left hand corner indicating you would like to add Broadcast Services to your
46. around Express 12 hour business day turnaround or Rush 3 hour business day turnaround e Leader Entry choose from three different entry options Normal Entry leader joins call in order of arrival Leader First leader joins the conference before the participants are joined to the call or Leader Last after all the participants have joined the call the leader joins e Event Topic select one of the following event topics Corporate Event FinanceConnect HealthConnect LegalConnect MedConnect Medical Sales or Training e Promotional Playback provide a promotional message or announcement for participants to listen to while they wait for the meeting to begin Select from CD Playback Cassette Playback DAT Playback Encore Playback or Micro Cassette Playback to indicate in which format the Promotional Playback message will be provided e Conference Playback replay a previously recorded conference or message at one or more scheduled times Select from CD Playback Cassette Playback DAT Playback Encore Playback or Micro Cassette Playback to indicate in which format the Conference Playback will be delivered 2007 InterCall 44 InterCall Enhanced Features Special Enunciator UK HK Comm Link Communication r Tape Line Recording Select to delete Addres ShipTol Address il city 2 ZIP Postal Shipment Methad j Quantity TapeCDType Code Country State Pr
47. ate Province InterCall Online User Guide Email mheeneyi heeney us Owner Setup Username Password Confirm Password Owner Setup Type Additional Information SIC Code PAC required for all owners as PAC Cost Center Enabled Test123456 Automated 1 Associations View Marketing Information save Changes Step 3 This next screen provides the account profile information Click View Marketing Information to view details and make any updates to the account s marketing settings When finished from either profile summary You will receive a confirmation page where you need to confirm your billing account profile details This is next followed up with an email confirmation from the system verifying that your account information has been updated 2007 InterCall 60 e InterCall InterCall Online User Guide Company View Edit Company Information Company Administrators have the capability to view and edit company information Select View Edit Company Information to initiate the process View Edit Company Information Company 5earch Please use the search function below to find the Company you would like to view or edit Search results will be displayed below To view or edit a Company profile click on the Company Name Filter Company Name Step 1 To view or edit the profile for company listed under you you can search by selecting Company or
48. curity Settings Set Up New Owner View Edit Owner Information Manage Delegates Account Set Up a New Billing Account Profile View Edit Account Information Company View Edit Company Information User Role Administer Rales Oviner Requests Approve Mew Owner Requests Step 1 To add edit or delete delegates who have access to your InterCall Online account choose Manage Delegates when accessing Manage Your Account Manage Delegates 1 records returned Need to add new Delegate Glick Here First Name Last Name Username Schedule A Manage Start A My Library View Expiration A Meeting Upcoming Meeting EB Owner Date Meetings Information E El Test Demo 07 09 20 2007 To delete selected Delegates Click Here F To change expiration of selected Delegates Click Here To print selected Delegates Click Here Step 2 All delegates that have already been selected will be listed on this page including each delegate s role assignment and expiration date Step 3 By selecting the checkbox beside a delegate s name you may select or deselect role assignment or expiration date for that user Selecting Refresh will show the changes that you have made Step 4 If one or more delegates have been selected you may also apply the following changes to all selected delegates at once Delete selected delegates o Change expiration date for all selected delegates O Print se
49. date the appropriate fields Click View Product details to make any updates to the owner s product profile When finished from either profile summary scroll to the bottom of the screen and click Save Changes You may also edit the owner product details by selecting View Product details You will receive a confirmation page where you need to confirm your owner profile details This will be followed up with an email confirmation from the system verifying that your account information has been updated 2007 InterCall 50 InterCall InterCall Online User Guide Owner Manage Owner Activity As an administrator you have the capability to manage owner activity for owners who fall under your hierarchal order This would allows you to terminate or disable the owner s profile Select View Edit Owner Information to initiate the process View Edit Owner Information View Edit Your Owner Profile Owner Search Please use the search function below to find the Owner you would like to view or edit Search results will be displayed below To view or edit an Owner prafile click on the Owner Name Filter Owner Number z Step 1 To view or edit the profile for a user listed under you you can search for the user by selecting Owner Number Account Number or Owner Last Name from the drop down menu View Edit Owner Information View Edit Your Owner Profile Schedule A Meeting Owner Search Man
50. dio Home My Profile FAQs ContactUs Log studio Home 1 Start a Show Schedule Windows XP SP Hotice Start a show now _Now Show F Windows XP Service Pack 2 schedule a show includes new Pop up Manager that affects the Studia web site Show List Future Shows Show Hame Show Scheduled Date Time Welcome to Studio Content Library shows have been scheduled Managing my account Audience Lists Registration Page Library Post Show Survey Library More Shows When selecting to schedule an Mshow conference you will be linked directly to your Mshow account through single sign on and will be able to not only schedule but manage all facets of your web conferencing account Conference Place conference place presented by INTERCALE Mi My Home Meet Upcoming Meetings Schedule Meeting Meet Mow There no upcoming meetings scheduled To schedule new meeting click Meet Now or Schedule Meeting in the Join Meeting left pane Manage Recent Recordings Meetings Note There may be short delay before newly created recordings appear in this list Recordings There are no recent recordings to display Recordings Reports When selecting to schedule an Conference Place conference you will linked directly to your Conference Place account through single sign on and will be able to not only schedule but manage all
51. e Same as Owner and provide any additional required information that does not pre populate If you are scheduling this call on the behalf of someone else provide your information in this area so a conference coordinator can call to confirm your conference or so they have a point of contact should there be any questions Leader Leader Same as Owner s address ree 0 0 J Country United States bul Telephone Step 5 If you are the Leader for this meeting simply choose Same as Owner and provide any additional required information that does not pre populate If you are not the meeting leader provide the required information in this area Entry Modes Entry Modes Participants 1 Music Hold Direct Entry Leader Tones e C Leader First Entv T ntry Tone C Leader Last m Exit Tone None o Name Announce Rallcall Step 6 Select your Entry Modes Entry Modes are options available to meeting organizers for the various ways participants and leaders can be joined to a call 2007 InterCall 15 InterCall Participants can either be placed on hold with music until the leader joins the conference Music Hold or they can be placed directly into a call by an operator Direct Entry Conference organizers also have the option to have the conference leaders join before participants enter Leader First or after all participants have been placed into the meeting
52. eatures Choose from the following Enhanced Features to make your meeting experience even more productive Additional Enhanced Features I would like to add a Communication Line to this call Leader View Lecture Mode Q amp A Call Monitor Password Protection fe Conference Playback D are Improve your meeting with any of the following Enhanced Features Communication Line Speak with an operator outside the main conference to convey behind the scenes information orchestrate guest speakers or give timing cues A Communication Line makes it easier to manage a large conference O Leader View View participant information and Q amp A queue lists via the Internet With this secure real time tool you ll be able to see when key guests arrive and who s in queue to ask questions Lecture Mode All guests lines are muted during the presentation to reduce background noise allowing you to deliver your message uninterrupted Voice Talent Use screened and trained operators to provide voice over quality talent lending a professional touch to high profile conferences English and Spanish speaking operators are available O Q amp A Give your participants the opportunity to ask questions during the conference Participants indicate they have a question using their telephone keypad while the operator manages the question queue in a professional and orderly fashion Call Monitor Have your conference call monitored for clarity
53. ect Filter s Conference ID Conference ID Billing Status Billing Status Invoice Number Invoice Number v Company Number Company Number Li Owner Number Owner Number Account Number Account Number Conference Date Conference Date Leader Name Leader Name Conference Type Conference Type Legs Legs Total Audio Minutes Total Audio Minutes Features Features Conference Charges Retail Charges Step 1 Select the Start Date and End Date for report you want to retrieve Next select your Output As Excel spreadsheet or HTML document Then click the appropriate boxes to select the conference detail you want to analyze Click View Report to retrieve your report 2007 InterCall 67 InterCall ILC Web Activity Reports Web Activity Reports summarize web conferencing activity You can customize your report by selecting the date or range of dates for which you want to analyze conferencing activity Further customize your report by selecting from the many categories of information available Web Activity Reports dynamic date of 48 hrs in arrears required fields Customize Your Web Activity Report Start Date 09 01 2006 End Date H Output As HTML Page Select All Deselect All Filter s Company Number Company Number Account Number Account Number Invoice Number Invoice Number Owner Number Owner Number Date Date Total Minutes Total Minutes R
54. een to select services for the new user Set Up New Owner Complete this form to set up a new Owner profile Required fields Call Type Operator Assisted Toll Free Reservationless Plus Toll Free l Direct Event Toll Free Operator Assisted Toll Reservationless Plus Toll Direct Event Toll Automated Toll Free Automated Toll Dial Out DO I Set Automated As Reservationless Web Conferencing Mshow Please Select Click Here For Video Conferencing Conference Place MeebngCenter lt Step 7 From this screen you will select Call Type and Web Conferencing options Please note When you select a call type your screen will refresh to include additional fields that allow you to make feature selections associated with the call type As you proceed through this section of the user guide each 2007 InterCall 42 InterCall call type will be reviewed individually with explanation of the screens that appear when the call type is selected Keep in mind that your actual screen will vary depending upon the combination of call types you choose Operator Assisted Calls Operator Assisted calls Toll Free and or Toll are a reservation based service that offer audio conferencing service with the personal assistance of an operator and support personnel who manage high touch features Set Up New Owner Complete this form to set up a new Owner profile Required fields Call
55. en finished click Save New Lock Out Options User Role Administer Roles Select Administrator Roles for functionality that allows the company or billing account administrator to define roles within the online conferencing tool for the users below them From here you can manage access to different features of the online system for the users under your hierarchy User Role Management Tool Search for a user Use as a wildcard User Role Manage a username Reset password Create user Step 1 If you are unsure of the exact user name you may search for a user You may insert an asterisk for use as a wildcard You would then click Search If you know the user name of the owner for whom you would like to view edit roles you may enter the user name in the User Role section You would then click Get user role s 2007 InterCall 63 InterCall Search Result Click any following Username to get roles for corresponding user Usernames 1 1 5110195 2 testi ib Step 1b If you used the search function you will receive the search results of your query and can then click the username that you would like to view edit Change Password Add Modify Owner Access Owner i Number 2133153 Add new user roles Role Group Company Account Main Number Number Access lt Previous Continue gt Step 2 When you have accessed the owner s roles you may add or delete multiple roles for multiple com
56. er of Domestic Conference Dial Out s Greatest Number of International Conference Dial Out s Greatest Number of International Toll Free Dial In s C Greatest Conference Cost Greatest Port Overbooking Submit Step 1 Select From and To dates from the calendar icons to narrow the scope of your Greatest Attribute Report search Next Pick A Report 2007 InterCall 66 InterCall InterCall Online User Guide Greatest Number of Conferences Most Non Cancellation Charges Greatest Number of Domestic Conference Dial Out s Greatest Number of International Conference Dial Out s Greatest Number of International Toll Free Dial In s Greatest Conference Cost Greatest Port Overbooking Make your choice and click Submit to retrieve the report Audio Activity Reports Audio Activity Reports summarize audio conferencing activity You can customize your report by selecting the date or range of dates for which you want to analyze conferencing activity Further customize your report by selecting from the many categories of information available for example owner number total audio minutes conference charges and more You also have the option to receive your report as an Excel spreadsheet or in HTML Audio Activity Reports dynamic date of 48 hrs in arrears required fields Customize Your Audio Activity Report start Date 09 01 2006 E End Date 09 30 2006 F Select One Output As Select All Desel
57. etail Charges View Report gt gt Report gt gt Step 1 Select the Start Date and End Date for the report you want to retrieve Next select your Output As an Excel spreadsheet or HTML document Then click the appropriate boxes to select the conference detail you want to analyze Click View Report to retrieve your report Stewardship Report The Stewardship Report is a comprehensive report that provides information on all products including usage in minutes costs conferences and participants for the past year The report can be run at the company account or owner levels Stewardship Report Customize Y our Stewardship Report At what level would you like to run this report company Number Account Number Owner Number select Select One HTML Page Excel Step 1 Select the level for which you would like the Stewardship Report run company account or owner Next select your Output As an Excel spreadsheet or HTML document Click View Report to retrieve your report 2007 InterCall 68 InterCall Stewardship Report 2007 Details Working Days Total Minutes Total Reservless Mns Total Op Assisted Mins Total Automated Mins Total Video Mins Total Misc Mins Total Calls Total Reservless Calls Total Op Assisted Calls Total Automated Calls Total Video Calls Total I S Canc Calls Total Misc Calls Total Participants Total Reservless Parts Total Op Assisted Paris Total Automa
58. eting consultant NOTE This system iz to be accessed by authorized users only System usage is Service Announcement We have monitored By continuing ta access the system the user represents that she is an recently changed our reporting system authorized user and expressly consents to such monitoring Users are advised that if If vau need assistance with your login monitoring reveals possible criminal activity system personnel may provide the information contact us at evidence gathered to law enforcement officials 677 650 0052 1 706 643 9792 or send us an email sign up for this service contact your Meeting Consultant olrsupportieeintercall cam Far mare information about this serice click here ssi TE Copyright 2004 Intercall Inc Al Rights Reserved qM Interlall i amp a 7 mi i af West Corporation Bee Piao ale IN TERC ALL Mshow Reports Mshow Reports allow you to connect to your Mshow account through single sign on to view your Show List Audience Lists and more My Profile FAQs ContactUs Log show Studia Home Start a Show gt Schedule Windows XP SP Now P ume Show Window s XP Service Pack 2 includes a new Pop up Manager that affects the Studia web site Studia Home Start a shove mow Schedule a show Shows List Welcome to Studio Managing my account Show Show Scheduled Date Time Content Library Ri zpemde Eu ERE
59. facets of your web conferencing account 2007 InterCall 27 InterCall MeetingCenter MeetingCenter eetingCenteir Meeting Information Participant List Web Video Features Schedule A Meeting 5 Manage Upcoming Meeting ET T Meetings Date Time HH MM 1 Time Zone Abu Dhabi v T Duraton Minutes Start Meeting M Topic s My Library s Manage Your Account submit Cancel s Reports s Customer Support Step 1 Complete the Meeting Information section Select the Date for your meeting by clicking on the calendar icon for a drop down calendar O Select a Time for your meeting don forget to specify AM or PM O Select the Time Zone for your meeting from the drop down menu Specify the Duration of your meeting in minutes O Specify the Topic to distinguish this meeting from others If you want to make any additional optional meeting feature selections click Continue Otherwise you may click Submit to reserve your conference MeetingCenter Meeting Information Participant List Web Features Instructions can create a list of Icipants to attend your meeting Select a stores list or add new contacts below Identify Participant List Please add participants by using one af the options below 1 Add new participants to this reservation Simply select the number of participants you would like to add and then cl
60. fic account to make their own delegate selections regardless of the settings at the company level When finished click Save Delegates Options 2007 InterCall 62 InterCall User Lock Out Feature Options Company Name InterCall with Company Number 6 User Lock Out ON Number nf Invalid Attempts before Lock Out Duration of Lock Out Number nf Invalid Secret Question Attempts save Mew Lock Out Options Step 6 If Set LockOut Options was selected you will be presented with this screen to edit as necessary This function will lock users out of their InterCall Online accounts after a specified number of invalid attempts The number of attempts can be set at 3 4 or 5 The duration lists the amount of minutes that the user will be locked out The number of invalid secret question attempts can be set at 3 4 or 5 La La 4 4 4 If the lock out function is deselected the following warning message will be appear By continuing Customer is demanding that the auto lockout feature which locks accounts down after unsuccessful login attempts is disabled Customer acknowledges that the lockout feature is highly recommended in order to manage the risk to the Customer s accounts and it is advised against disabling this feature Customer further acknowledges and agrees that disabling this lock out feature is at the Customer s direction and that Customer shall be solely responsible for any usage and access to Customer s accounts Wh
61. he drop down Choose Dial Out DO to have an InterCall Operator dial out to a participant and Dial In DI if the participant will be dialing into the call When you are finished filling out the participant information click Next to continue with the reservation Leader First Name Last Name Williams Phone 9135551234 Country United States Send Confirm M Email mwilliams sunmfg com Call Type Dial in Leader First Name as Last Name Phone Ls Country Afghanistan Send Confirm Emai BEBE can Type Dial in Leader First Name Last Name Phone 9135553676 Country Send Confirm Email Call Type Dial In Approved Participant List Check the box to ONLY allow entry for the participants listed above lt Previous Next gt Step 2 Confirm your Participant List Information for the leader will pre populate however you have the option of changing the leader s confirmation email status and call type O This participant is a new participant added in the previous menu and will need to have all of her information added and confirmation Email and Call Type selections made at this point O This participant is one from the leader s stored list The information for this participant will pre populate according to what is stored in their contact file Any information missing from the contact file that is needed for the Participant List will
62. i Weekly Meeting 30 Start Meeting 09 21 2007 10 00 CT 1004526 Test Userl 30 Start One Click Meeting 6 Start a Leader View Meeting Please click an the Start Leader View link below to launch Date Time Conference Id v Leader Name Duration v E Start Leader View o8 f 21 2007 10 00 10045 26 Test User 30 lt Previous Step 1 From your Home page select Start A Meeting from the left navigation pane to access this screen Select for the meeting that is about to begin This action will launch the online conference moderator You can also start an on demand or unscheduled meeting by clicking Start an Unscheduled Meeting If the conference you are hosting is a scheduled MeetingCenter conference it can be accessed through the Start Meeting link You can also start an on demand or unscheduled MeetingCenter conference by clicking Start a One Click Meeting If the conference you are hosting is an Operator Assisted call with Leader View enabled the Leader View tool can be accessed through this link 2007 InterCall 33 InterCall InterCall Online User Guide Section 7 My Library The online conferencing tool also provides the capability for you to store commonly used information in My Library that can be accessed from any computer Select My Library from the left navigation pane on your home page to access your Owner Library My Archives Owner Library
63. icipants are allowed into the conference by the conference operator You can choose to have the conference operator dial out to the participant or indicate that the participant will be dialing into the call This feature can also be used to communicate the meeting details to participants Instructions rou can create a list of participants to attend vour meeting Select a stores list or add new contacts below Identify Participant List Please add participants by using one of the options below 1 Add new participants to this reservation 1z Simply select the number of participants you would like to add and then click the Add button Fill in the blank row s below 2 Add from stored list Staff Meeting Select Name Phone Email Ann Burns gil Hoffman 0135559876 conn Jack McMahon Alex Davis Add Selected Participants to Meeting Step 1 Set the parameters for your Participant List Select how many new participants from the drop down menu and click Add Your screen will refresh 2007 InterCall 16 InterCall paral Gal You may also select participants from a stored list see My Library My Address Book and click Add Selected Participants to Meeting Your screen will refresh with this addition as well Confirm Participant List To remove a participant from this reservation click the x button on the row containing the participant you wish to remove Select participants connection method in t
64. ick the Add button Fill in the blank rows below 2 Add fram stored list 4dd Selected Participants to Meeting Contirm Participant List To remove a participant from this reservation click the x button on the row containing the participant you wish to remove When you are finished filling out the participant information click Next to continue with the reservation Step 2 Set the parameters for your participant list Select how many new participants from the drop down menu and click Add Your screen will refresh O You may also select participants from a stored list see My Library My Address Book and click Add Selected Participants to Meeting Your screen will refresh with this addition as well If you want to make any additional optional meeting feature selections click Continue Otherwise you may click Submit to reserve your conference 2007 InterCall 28 InterCall MeetingCenter Meeting Information Participant List Web Video Features Instructions When you selected your web ar video options the main menu a separate page should have opened allowing you to schedule that portion of this conference If this did not happen please contact us at 800 374 2441 706 645 8600 MeetingCenter Meeting Type Meeting Center Pro web Meeting Password Attendance Setting Attendees can join the meeting minutes before meeting start tima Leader Meeting Reminders Send Email reminders mi
65. ine whether or not participants can be dialed out to or If dial in is the only option e Monthly Port Selection Select the number of ports or lines needed for each participant that this owner account can accommodate on Reservationless Plus calls e Entry Option Choose how you want participants joining a call to be announced by a tone name announce silence or tone and name e Exit Option Select how you want participants who disconnect from a call is to be announced by a tone name announce silence or tone and name e Security Passcode Add an extra level of security that requires participants provide a passcode before entering a Reservationless Plus call This option can be turned on or off Per the screen note this feature must be off if Quick Start is enabled e Auto Continuation Allow a Reservationless Plus conference to continue if the leader disconnects This option can be turned on or off e Phone PAC Prompt the leader of a Reservationless Plus conference to enter a Project Accounting Code prior to being placed into conference This option can be turned on or off e Recorder Dial Out Allow the Leader of a Reservationless Plus conference to have the conference recorded through DTMF tones This option can be turned on or off e Prompt Set Language Select which language this user s call prompts will be spoken in English Spanish Portuguese Italian French US Canada or EMEA or German e Quick Start Allow a Reservationless Plus
66. ion by clicking on the up and down arrows for the various field of information If you don t see the field of information you want to sort by select Customize Address Book to select the fields of information shown on the screen Step 5 Use the buttons at the bottom of the page to Delete Checked Contacts Email Selected Contacts Print your Address Book and Customize your Address Book 2007 InterCall 36 InterCall Templates Owner Library My Library My Archives My Presentations Address Book Templates Step 1 Click My Templates to manage audio conference template names and to delete call templates that are no longer needed When scheduling audio conferences you may use these templates to shorten the reservations process Manage My Templates Select All Deselect All Call Template Name Operator Assisted M TEST Share APRIL TEST 3 Share Delete Checked Templates Step 2 Select any of the templates that you wish to delete or choose Select All By clicking Delete Checked Templates you will remove the templates from your profile and they will no longer appear in My Templates or be selectable when scheduling a meeting My Templates Manage My Templates Select all Deselect all Call Template Name Operator Assisted Reservationless Plus MONTHLY FINANCIAL CALL Delete Checked Templates Step 3 By selecting Call Template Name a window opens which allow
67. ither select Approve Checked Owners or Reject Checked Owners You will receive a confirmation that the selected owners have been approved or rejected 2007 InterCall 65 InterCall Section 9 Reports View Reports You also have access to the Reports feature There are numerous reports available when you select Reports from the online conferencing tool Reporting Reports Greatest Attributes Report Audio Activity Reports Web Activity Reports Stewardship Report Minute Report Online Reports Mshaw Reports Live Meeting Reports Meeting List Live Meeting Reports Recording List Meeting Center Reports Step 1 Select the Report type you want to retrieve Greatest Attributes Report Audio Activity Reports Web Activity Reports Stewardship Reports Minute Report Online Reports Mshow Reports Live Meeting Reports or Meeting Center Reports Greatest Attributes Report The Greatest Attributes Report provides information concerning the 50 owners or conferences with the highest number of dial out calls port overbooking charges non cancellation charges and or other valuable metrics to help you manage your conference users and your conferencing budgets Greatest Attributes Report Customize Your Report Please choose the Reporting Fields you would like to output Dates MM DD YYYY 08 01 2006 E FROM 09 30 2006 Pick A Report Greatest Number of Conferences Most Non Cancellation Charges Greatest Numb
68. ity to store commonly used information that can be accessed from any computer This includes archived recordings of previously held conferences uploaded presentations contact details for customers or co workers who are frequent participants on your reservationless conferences and a listing of stored call templates Account Management Managing your personal and company information and product selections is easy when using InterCall Online Depending on your administrator profile you may have some or all of the Manage Your Account options These include Owner Account Company User Role and Owner Requests e Owner Profile Management An owner is the end user of the portal InterCall Online s Account Management functions can vary for each owner s profile based on the authority set up by your account administrator Account Management tools allow owners to view company and billing account information 2007 InterCall 5 InterCall owner address phone and email contact information Project Accounting Codes and marketing settings An owner cannot make any changes to the site except to her profile e Owner Product Details InterCall Online gives users the view of all of the features available to them as a user of conferencing services Default options and preferences for each of the services can be managed from a single web page Product details include call types dial in numbers service features and web conferencing services e Account
69. l be allowed name and save the template Every aspect of the conference call will be saved with the exception of the date time and time zone to be used in scheduling future conferences Thank You Home Meeting Confirmation schedule Meeting meeting has been scheduled in aur systems Should you need to edit this meeting simply log in prior to start time and select the Manage Upcoming Meetings link to make changes Manage Upcoming Conference ID 9734659 Meetings Would you like to make this a Call Template Start Meeting My Library Manage Your Account Reports Customer support You will receive a confirmation that the template was saved The template name can be changed by accessing My Library You may also delete the template or delete all templates from My Library Thank You Meeting Confirmation Your template has been created If you want to edit it please When scheduling audio conference calls in the future you will have the ability to choose the Call Template that you have saved in addition to scheduling a brand new conference 2007 InterCall 30 InterCall InterCall Online User Guide Schedule A Meeting Home s Schedule Meeting Operator Assisted s Manage Upcoming Automated Meetings Reservatianlass Plus Start Meeting Recording Studio Mone My Library e Manage Your Account Conference Place Reports MeetingCenter Mshaw Customer Sup
70. lected delegates Step 5 If you would like to add a new delegate click Click Here 2007 InterCall 53 InterCall InterCall Online User Guide Name Search Please use the search function to find the Delegate that you would like to view fedit Search results willbe displayed below FirstName i Lastname i OR Company Delegate Privilege First Name Last Name Username Tester Tester 976 26 Step 6 You will be provided with a list of users from which to select a delegate or you may use the Name Search field above to filter the search for a specific user Step 7 Select the checkbox beside the user s for whom you would like to apply delegation and press Continue Manage Your Account Add Delegate Please set privileges for the following Delegates First Name Last Name Username Schedule A Manage Start My Library View Edit Expiration Meeting Upcoming Meeting z Owner Meetings Information x Tester 2070720 Step 8 You will then be allowed to the roles and expiration date for those delegates Step 9 Select Submit to save Delegate Assignment for Yourself All administrators who have the role of CRM Management will automatically be assigned as a delegate for any owners under your level of access for that role You will receive a search screen whenever accessing the following functions Schedule A Meeting Manage Upcoming Meetings Start A Meeting
71. n Login Customer Support Create new username and password e User Name Password Confirm Password Key question Key answer In the appropriate fields create your unique user name and password 2 Helpful hint Your new user name e Needs to be at least six characters long e May be made up of letters numbers special characters amp or any combination of these e Butunlike your password your user name does not require a capital letter and the inclusion of a number or symbol Your new password needs to be e Atleast eight characters long e Contain at least one capital letter e And contain at least one number or one special symbol You will also be prompted to provide a question and answer that will be used should you ever forget your password Click Add User to complete this step O User has been created successfully Details are User Name mheeney User Type Customer Key question What is your dog s name Key answer Reilly Owner number 2733153 You will receive this confirmation on the screen when you have successfully created your new user name and password You will receive this confirmation on the screen when you have successfully created your new user name and password Company Administrator If you have provided an account username and password to a new user the user would follow these instructions 2007 InterCall 10
72. n of data fields stored by the customer information systems in order to customize usage reports for audio conferencing Administrators have the ability to set date and account parameters for the reports and select several report fields to analyze details or to filter information to summarize the data as needed e Web Activity Reports Company and Billing Account Administrators can also select date ranges customize data fields and filter web usage stored by the customer information systems for web conferencing within the Reservationless Plus moderator tool e Greatest Attributes Report Company Administrators are provided with information concerning the 50 owners or conferences with the highest number of dial out calls port overbooking charges non cancellation charges and or other valuable metrics to help manage conference users and conferencing budgets e Online Reports If your company has subscribed to InterCall s Online Reports administrators are able to access the Online Reports system through InterCall Online Simply click Online Reports to access even more information about your company or billing account s activity Contact your meeting consultant for more information about these robust reporting tools Review Invoices InterCall Online s invoicing viewing tools allow administrators to view previous company and billing account invoices Administrators enter in the company name or company account number and the account name or account n
73. need to be added at this point Confirmation Email and Call Type selections need to be made as well Customize Your Email To customize your emails please type your message in the text box below This is the perfect spot to include information regarding your web conference Don t forget to include the web address and other pertinent meeting information if applicable Your Custom Email Message Reminders will be sent to all conference participants who have Send Confirm checked next to their name Enter the number of minutes prior to the call that you want these reminders sent Reminder Minutes lt Previous Next gt Cancel Step 3 Create a custom email message to send to your participants This is a good place to include web addresses for web conferences and other pertinent meeting information You may also select the number of minutes prior to your call that you want your reminder sent This is only available when scheduling Resrevationless Plus conferences 2007 InterCall 17 InterCall If you want to make any additional optional meeting feature selections click Next Otherwise you may click Submit to reserve your call Recurring Options If the meeting you are scheduling is a recurring meeting the Recurring Options tab allows you to select the frequency of the meetings daily weekly or monthly and for how long you would like the recurring meeting to be scheduled in advance InterCall Online User G
74. ngs between 1828 Enter dates in MM DDJS Y Format Orshow O All Containing Po Search Showing all recordings Mote There may be a delay before newly created recordings appear in this list 73 InterCall InterCall Online User Guide Meeting Center Reports Meeting Center allows you to access your MeetingCenter account through single sign on to view your meetings and to manage your account Meeting Center WebEx Join an Unlisted Meeting Attend a Meeting Host a Meeting P ae To join an unlisted meeting type the meeting number chedule a 3 that your host gave to you then click Join Now Meetings preciese Meeting number b Set Up b Assistance p Back to Home 2007 InterCall 74 InterCall Section 10 View Invoices When using the online conferencing tool you can view previous company and billing account invoices To search for invoices enter your company name or company account number and the account name or account number to search on available invoices Invoices will be presented in PDF for viewing Invoices Invoice Search Please enter the criteria for both the company and account you are searching for in the boxes below search B Filter by company Number search _Fiterby Select One Step 1 To view an invoice you can Search for the account s by selecting to filter by Company Name Company Number Account Name o
75. nlerence I7 What does Participant List do What is Leader Vor What ia Encore Previously Viewed Answers What is the Dnis Portal Back to Soarch Results 2007 InterCall 76 InterCall InterCall Online User Guide When you select a question you ll be provided an answer the opportunity to rate the answer to your question and links to related answers Online Support Ask a Question Can t find the question and answer you re looking for in the FAQs Submit your question to customer support Support Home Answers DE Stuff Help Denotes a required field ab User ID enter email address if you do not have user ID Subject Question Additional Information Conference Product Selection Attach Documents to Question 1 Browse Add Another Attachment When You are Done Step 1 Select the Ask a Question tab to submit your question Provide the following information appropriate fields User ID O Subject line O The question that you would like to have answered Product feature a drop down menu O The opportunity to attach a document to the question optional When you are done click O9 Submit Question You will receive an email confirming that your question has been received 2007 InterCall 77 InterCall InterCall Online User Guide Online Support Provide Feedback Have you found thing
76. nutes before start time Web Meeting Enrollment Meeting Options Attendee Privileges Delete Meeting after completion Step 3 Set the parameters for web video features Select the Meeting Type Meeting Center Pro or Meeting Center Pro MVP Select a Web Meeting Password if needed You can specify a meeting password which attendees must provide to join the meeting O Select the Attendance Setting which allows attendees to join the meeting 0 5 10 or 15 minutes prior to meeting start time O Select the Leader Meeting Reminders which is the number of minutes prior to meeting start time that the email reminders should be sent O Select Web Meeting Enrollment if you need to obtain the attendees first name last name and email Q Select Meeting Options e Chat Let meeting participants communicate by sending instant text messages to each other e Video Select Single Point or Multi Point to incorporate real time video conferencing into your meeting from up to four desktop video cameras e Notes Choose All Attendees or Single Note Taker which let meeting participants take notes directly in the Meeting window You can either let all participants take personal notes or designate a participant as a single note taker for the group Closed Captioning Let one participant the closed captionist transcribe notes during the meeting File Transfer Allow attendees to download specific files that reside on your computer during a meeting
77. olling Who will be conducting this poll t Operator C Conference Leader Speaker Who will receive Polling results Recipient Name Mary Williams M Email mwilliams sunmfg com Questions Answers 2 a s NENNEN JN _ 1 of 1 Add Question Delete Question Step 1 Check the box in the upper left hand corner indicating you would like to add Polling to your meeting Step 2 Determine who will conduct the poll the Operator or the Conference Leader or Speaker Step 3 Identify who will receive Polling results and provide Recipient Name Email address and or Fax number 2007 InterCall 24 InterCall Step 4 In the specified areas provide your question and up to 10 possible answers Click Add Question The screen will refresh and you may add more questions or delete any you have already submitted Participant Report Collect information about your participants as they join your conference The information will be sent to you by fax or email along with the on the line times for each participant Participant Report Which Participant Report Option would you like Participant Report Standard Participant Report Enhanced Participant Report Premium Requested Information 1 First and Last Mame 2 Mumbear Eo How would you like your Participant Report delivered Recipient Name Mary Smith Email re E Add Recipient Delete Selected
78. ons that have been determined prior to your meeting A code that is applied to an owner s profile and or conferences that allows you to track costs for groups of users including departments cost centers or locations 9 InterCall Promotional Playback Question amp Answer Q amp A Roll Call Scheduler Call Organizer Voice Talent Web Conferencing 2007 InterCall A promotional message or announcement for your participants to listen to while they wait for your meeting to begin Gives participants the opportunity to ask questions during the conference The operator recites the names of participants who are in the conference The individual who has scheduled the meeting and the point of contact should there be any questions Screened and trained operators provide voice over quality talent lending a professional touch to high profile conferences Allows you to show a slide presentation take guests on a virtual web tour and share applications and documents 80
79. or My Library 2007 InterCall 54 InterCall Schedule A Meeting Search For Owner First OR UserName Please select a user fram the list below First Name Self April Last Name FN LI T tUserName AprilTest3 T am im Step 1 When accessing a function for which you have been assigned as a delegate for another owner you will receive a screen that will show you a listing of all users for whom you are a delegate The list will include My Self which allows you to manage your own account You may also use the Search For Owner field above to filter the search for a specific user Step 2 Select the checkbox beside the user whose account you would like to manage and press Continue 2007 InterCall 55 InterCall InterCall Online User Guide Account Set Up New Billing Account Profile Establishing a new billing account profile will allow you to have usage combined on a single invoice for multiple owners or you may establish a new billing account profile to be used by a single owner The billing account profile will contain the contact and address information to be used for invoice delivery for this billing account Set Up a New Billing Account Profile Please Enter an existing Company Number for the Account Continue gt Step 1 To set up a new billing account profile p
80. osoft Internet Explorer m Please select Archive Extension if you wish to extend the playback period for a recorded conference or Purchase CD or Download Audio File if you wish to buy a copy of the archive 9 Archive Extension Extend the playback duration of a recorded conference O Purchase a CD Receive a copy of a recorded conference on CD O Download Audio File Save digital recording conference 4 2007 InterCall 34 InterCall Click Options to extend the playback duration purchase CD of the recording download an audio file My Presentations Owner Library My Library My Archives My Presentations Address Book My Templates Step 1 Click My Presentations to access saved presentations or upload new presentations My Presentations Reservationless Plus Presentations sort the column ascending please use the button IV next to the column title To sort the column descending please use the button next to the column title e When uploading a new presentation make sure that your file is a valid PowerPoint document with ppt file extension o not larger than 15 megabytes in size Upload Presentations Refresh List Select All Topic Date Uploaded V A Time Uploaded A Deselect All 1 Focus Group Summary 09 12 2006 09 21 05 AM August Preview 09 21 2006 20 19 51 PM Focus Group 09 21 2006 20 21 24 PM Survey Results 09 21 2006 20 23 05 PM Pricing Strategy 09 21 2006 20 29 09
81. ovide a PAC Label if needed PAC Codes or Project Accounting Codes provide a method to identify conference calls These PAC Codes are individual accounting codes that may be used to bill the appropriate department cost center or just to track departmental conference calls 2007 InterCall 41 InterCall InterCall Online User Guide Marketing Settings Please note if no selection is made default settings will be used Mail Welcome Packets Yes Email Welcome Info Yes Email System Messages ves gt Marketing Messages amp Promotions Yes Copy Assistant Language Preference glish Step 5 Select marketing settings for the new user from the drop down menus and check Copy Assistant if the assistant should receive the new user s marketing information as well Protect From Reset No Alternate Recipient for Marketing Materials IV Check box to send marketing materials to alternate recipients Same as Owner s address Ir Alternate Recipient Name first Name 3st Name Telephone mE ed Country United States State Province Continue gt Step 6 If there are others that should receive the new user s marketing materials check Check box to send marketing materials to alternate recipients Provide the required fields of information as indicated by the red asterisks When complete click Continue to proceed to the next scr
82. ovince Asti More Shipping Address Delete Shipping Address Encore Encore Options ja Encore Encore Security Code Facts Complete Options Participant Report Facts Complete Type Participant Phone Number Required Telephone Phone Number Addl Info I Addl Info II Addl Info III Addl Info Recipient Name Email Fax Delete E A Step 3 Choose default selections for your new users Enhanced Features e Special Annunciator Customize the recording that is heard initially when dialing in for a conference call UK HK Com Line Allow contacts from Europe or Asia Pacific to speak with an operator outside the main conference to convey behind the scenes information orchestrate guest speakers or give timing cues e Tape Capture your event on a CD cassette microcassette or DAT to provide you with a high quality recording of the call for your archives For easy navigation through your recorded conference we also provide CD indexing e Com Line Speak with an operator outside the main conference to convey behind the scenes information orchestrate guest speakers or give timing cues e Encore Digitally record a call for those who were unable to attend it live or would like to listen again The recording is accessible 24 7 by dialing a toll free number e Encore Security Require guests to enter the Encore Security Code that has been entered in the field provided to access the Enco
83. pany numbers or account numbers The role groups are as follows e Admin Invoice Viewing This role allows the owner to view invoices or generate reports for the company number or account number to which they have been assigned e C3 Administrator This role is not currently available e CRM Management This role allows the owner to create new owners and or view edit owner information for the company number or account number to which they have been assigned e Invoice and Report Access Management This role is not currently available The Main Access button denotes the main company or account to which the owner is associated and determines the branding that appears when the owner logs in Owner Requests Approve New Owner Requests Select Approve New Owner Requests This will display the new requests for owner accounts that have been submitted through the Sign Up Now owner setup and provides you the ability to view the requests and accept or reject these new owner requests Upon approving the request accounts will be automatically provisioned and welcome materials will be sent to the owner 2007 InterCall 64 InterCall Select All Owner Mame rito test tester Mctester Martha DeGraw Approve New Owner Requests Owner Id 16 17 18 Reject Checked Owners Requested Date 09 26 2006 09 28 2006 09 29 2006 You may select one or more users by checking the boxes to the left of each owner name You may then e
84. passwords and or usernames to be delivered to them should they ever be forgotten O Signup Now InterCall Online allows individuals if their companies have accounts to use the online tool to register for an owner account by completing a Quick Owner implementation form Users must contact their corporate administrators to get the account login and password O Join a Meeting Users can join other owners meetings quickly from the InterCall Online Welcome Login screen by providing the conference code assigned to the meeting Logging In the First Time The Owner Number and Web PIN that you will need in order to log in for the first time will be listed in your welcome kit or fulfillment package Company and Account Administrators must have an existing profile in order to be granted administrative rights Signup Now provisions owner accounts only As an administrator you will be able to provide an account specific Username and Password to allow new users to create owner accounts for themselves through the Signup Now function 2007 InterCall e InterCall InterCall Online User Guide Welcome Kit Following are the instructions for logging in INTERCALL GLOBAL CONFERENCING SOLUTIONS We are delighted to introduce you to the difference that reliable easy to use conferencing solutions from InterCall can make in your business communications Here s everything you need to kick start your conference communications today your person
85. port mee Use Call Template TEST v 2007 InterCall 31 InterCall Section 5 Manage Upcoming Meetings Review or make changes to a meeting reservation any time prior to the start time of your conference by selecting Manage Upcoming Meetings Meeting management tools allow you to filter sort update or delete meetings Manage Upcoming Meetings Audio Operator Assisted Reservationless Plus Recording Studio View All Web Conference Place Mshow Step 1 From your Home page select Manage Upcoming Meetings from the left navigation pane That will bring you to this screen where you will see the audio web and video meeting options available for viewing or editing Select View All to view and edit any of your upcoming audio conferences or select the specific type of meeting you want to view Filter Your Meeting Search Call Type Conference ID p ess Conference Date From 1 Meeting Number f View Cancelled Calls WebEx Only Filter Report Web Conference Place Mshow Search Results Instructions delete a meeting click the nest to the meeting date e revise a scheduled meeting click the nest to the meeting date represents recurring call Date W Time Leader Name v Call Type v Conf ID Meeting Number V Topic V Duration A Dz 18 2007 10 00 zP4A Apri Test Operator 3649401 30 ICs Assisted al Dz i18 2007 10 00
86. r Account Number after selecting one of these categories from the drop down menu You will then enter the corresponding information for that category in the Search field and click on Filter Search You will only be allowed to filter by companies or accounts to which you have access Invoices Invoice Search Please enter the criteria for both the company and account you are searching for in the boxes below search BE Filter by Company Number search Fiter by Account Number v save an invoice right click the invoice link below and open in new browser window Then use File gt Save to save he file that appears in the new window 02 01 2007 01 01 2007 12 01 2006 11 01 2006 10 01 2006 Step 2 Select the invoice that you would like to view 2007 InterCall 75 InterCall InterCall Online User Guide Section 11 Customer Support As reviewed in Section 2 Getting Help within InterCall Online the Customer Support link provides you easy access to online support toll and toll free customer support phone numbers and direct links to overviews and support for the various products and services This section of the user guide will provide a more in depth explanation of Online Support Online Support Frequently Asked Questions FAQs When you select Online Support the screen will open to Answers to FAQs about the online conferencing tool and other conferencing services i Support Home Ask a Question My St
87. r participant lists My Address Book Manage My Address Book Instructions To Edit a contact please click their name Use the buttons below to manage contacts and distributions lists Upload Contacts Add Edit Distribution List View Contacts in Distribution List Show All Select All Full Name Company Job Title A Primary Email Distribution List V Work Phone V Alex Davis MedNet Engineer Alex Davis mednet com Staff Meeting 913 555 2715 Ann Burns Link Pro Account Manager annburns linkpro com Staff Meeting 913 555 1672 Jack McMahon Sparrow Inc Consultant jmcmahon sparrow com Staff Meeting 913 555 5197 Jill Hoffman Paper Chasers Owner jhoffman pc net Staff Meeting 913 555 4716 Delete Checked Contacts Email Selected Contacts Print Address Book Customize Address Book Step 2 Select Add Contact to add individuals to your Address Book The Add Contact screen captures the contact name company and job title email addresses phone numbers addresses and up to three pieces of personal information you would like saved to your Address Book about your contact You can also indicate whether or not to add the individual to Distribution Lists Or if you prefer select Upload Contacts for direction on how to export your Microsoft Outlook contacts Step 3 Select Add Edit Distribution List for direction on how to create new distribution lists or edit the name of an existing list Step 4 Sort your contact informat
88. rCall 40 InterCall InterCall Online User Guide Set Up New Owner Complete this form to set up a new Owner profile Required fields Company and Billing Account where Owner Profile Is to Be Added Owner Information Owner Name First Name pm Last Name Middle Initial Position Address 1 Telephone Address 2 Alternate Telephone Ext NEN Address 3 Email ZIP Postal Code Country United States E State Province Step 2 The Company and Billing Account where Owner Profile Is to Be Added section will be pre populated with your company name company number account name and account number Next in the Owner Information section provide the information for the new user in the required fields as indicated by the red asterisks Assistant Information IV Check box to send Assistant Info Assistant Name First Name Last Name Le Telephone ERN EE Same as Owner s address Address 1 n Address 3 D 1 ZIP Postal Code State Province Step 3 If the new user wants her owner information sent to an assistant check Check box to send Assistant Info Your screen will refresh to the view above with fields for the assistant s details At a minimum provide the required assistant information as indicated by the red asterisks PAC Code O O Step 4 Pr
89. re recording e Participant Report Select to capture participants names on the line times phone numbers and up to four additional pieces of information as they dial into the conference This list is faxed or emailed to the recipient following the call Choose a Participant Report default type from the following o Standard Requests the participant s first and last name Enhanced Requests the participants first and last name a phone number and two additional pieces of information of your choice If selected add the additional requested information you desire to fields 3 and 4 Premium Requests the participant s first and last name a phone number and four additional pieces of information of your choice If selected add the additional requested information you desire to fields 3 6 Finally provide a Recipient Name and an Email and or Fax number for the Participant Report to be delivered Reservationless Plus The Reservationless Plus Toll free and or Toll service is on demand conferencing allowing the user to initiate a conference 24 hours a day 7 days a week without the need to make a reservation or rely on an operator 2007 InterCall 45 InterCall Set Up New Owner Complete this form to set up a new Owner profile Required fields Call Type Operator Assisted Tall Free Reservationless Plus Toll Free Direct Event Tall Free Operator Assisted Tall Reservationless Plus Toll Direct
90. redit Card Information The screen will refresh to include the fields of required information as noted by the red asterisks If credit card information has been provided monthly usage for the account will be automatically billed to the credit card Owner Setup Disabled B Username Password Confirm Password Owner Setup Type Manual Step 5 From this area you can enable and determine the username and password for Sign Up Now functionality Sign Up Now allows new users associated with this billing account to sign up for an owner account by simply providing the username and password determined by you You may recall Sign Up Now is located on the Welcome Login screen when a user first accesses InterCall Online Select Enabled from the Owner Setup drop down menu to activate Sign Up Now Next in the appropriate fields provide a username password and re type the password to Confirm Password Last select Owner Setup Type Manual you will need to approve the new owner or Automated the new owner s account is automatically approved in the provisioning system 2007 InterCall 57 InterCall Additional Information Coda SIC Code Please Select PAC required for all owners No Step 6 Provide the additional information required to set up the new billing account Select a SIC Code Standard Industrial Classification Code from the drop down menu This allows us to determine the industries in
91. rence by pressing command on your telephone keypad Conference Lock gives you the freedom to discuss confidential information in a secure environment Selecting this feature will alert the operator to review the Conference Lock function with the conference leader prior to being placed into conference e Voice Talent use screened and trained operators to provide voice over quality talent lending a professional touch to the conference e Special Script script a special message for a welcome statement Q amp A session and or closing comments to be read by the operator during the conference e Lecture mute all participants lines during the presentation to reduce background noise allowing the leader to deliver the message uninterrupted e Approved Participant List indicate which participants are scheduled to be on the conference and at what time during the call Only those on the list will be joined to the conference e English Spanish select which language your operator needs to speak from the drop down box e Password require participants to provide the operator with the pre determined word or code you provide in the Password field to join the conference Call Transcription get a typewritten copy of a recorded audio conference Determine whether you want the entire conference transcribed or just the Q amp A session You also select a default delivery option Standard 48 hour business day turnaround Priority 24 hour business day turn
92. rofessional Services 877 650 0052 or 706 643 9792 Customer Support 800 374 2441 or 706 645 8600 Start Meeting Contact Us 800 374 2441 or 706 645 6800 Manage Upcoming Meetings Meeting Coach Here you will find conferencing tips tools Q amp A s and other information at your fingertips My Library Contact Us Didn t find what you were looking for Call or e mail us Manage Your Account Need more information about a service Click a link below and you will jump to the appropriate section Customer Support Reservationless Pro Conference Place Meetingcenter EventCenter TrainingCenter SupportCenter Mshow Customer Support Link located at the bottom of the left navigation pane throughout InterCall Online that will take you to this help screen Online Support Online Support provides frequently asked questions FAQs about the online conferencing tool and other conferencing services as well as the capability to submit a question to the technical support staff who will reply to you by email the ability to monitor the status of your questions and a way to provide feedback concerning InterCall Online For more information on the functionality available in Online Support see Section 9 of this user guide O Direct Customer Support Phone Numbers O Meeting Coach Meeting Coach provides links to conferencing tips tools questions and answers and other helpful information about InterCall
93. rovide the company number in the appropriate field and click Continue Set Up a New Billing Account Profile Complete this form to set up a new Billing Account profile Required fields Company where Billing Account Profile Is to Be Added Company Name Sun Manufacturing Manufacturing Company Number b Account Name Billing Contact Address 1 NENNEN Telephone eel Ext 1 o wi A erties Country United States State Province Step 2 The Company Company Number fields are pre populated If choose may provide account name for the new profile in the appropriate field In the Billing Contact area provide the required information as noted by the red asterisks 2007 InterCall 56 InterCall Account Contact Address 1 Telephone Ext i ZIP Postal Code Country United States State Province Step 3 In the Account Contact area provide the required information as noted by the red asterisks Credit Card Information Check to Enter Credit Card Information Credit Card Number E E TYPE american Express DEG Date 1 zl Month 1 2000 Cardholder Name ZIP Postal Code as Country United States State Province Step 4 Should you want to include credit card information for the new billing account click Check to Enter C
94. ry Modes Enunciator Event Call Event Registration Participant Report Leader View Lecture Mode Meeting Coach Owner Owner Number Owner Profile Participant List Password Protection Polling Project Accounting Code PAC 2007 InterCall InterCall Online role to allow access to various billing account and individual profile management tools Allows your call to be monitored for clarity but not content ensuring that your participants will experience the highest level of quality Provides an accurate verbatim account of a conference in a typewritten format in Microsoft Word Allows you to speak with an operator outside the main conference to convey behind the scenes information orchestrate guest speakers or give timing cues InterCall Online role with highest level of authority to manage and provision accounts and to set up new owners within the company The individual s who will be leading the conference Allows you to replay a previously recorded conference or message at one or more scheduled times Digitally records your call for those who were unable to attend it live or would like to listen again Options that determine the way in which participants are added to a conference including tones or announcements and music on hold or direct entry The recording that is heard initially when dialing in for a conference call Any conference call that requires extra care because of its importance Helps you manage yo
95. s you like or dislike about the conferencing tool Do you have suggestions that might help improve the tool in a future release You ll need to know how to provide feedback ONLINE SUPPORT Information and FAQ search and find information on Conferencing Products and Services Start here ta find the answers to your questions _ Ask a Question submit a question to our technical support staff who will reply to you by email Login to check the status of your questions modify your answer update notifications update your personal profile or access restricted information and features Y Provide Feedback Submit a suggestion complaint or other feedback about this site here Powered by RIGHT Step 1 Select the Support Home tab to access this screen Step 2 Select Provide Feedback Feedback for InterCall Online Services Contract lnbormation neqiuired Email Address Your Feedback Step 3 Provide your email address your comments or suggestion then click Submit Feedback By doing so your feedback provides valuable guidance for the development of new features and identifies features that can be improved upon to make the online conferencing tool even more effective 2007 InterCall 78 InterCall Section 12 Appendix Glossary Account Administrator Call Monitor Call Transcription Communication Line Company Administrator Conference Leader s Conference Playback Encore Ent
96. s you to enter a new template name By clicking Change the call template name will update Cancel will close the template name change window 2007 InterCall 37 InterCall My Templates Need to Edit another account Click here TEST Preferences Share with User by entering User Names Manage Usernames Share with Account Users by entering Account Numbers Manage Account Numbers Share with Company Users by entering Company Numbers Manage Company Numbers Lock Template for all Shared Users Download csv file of templates and shared users cave Changes Step 4 By selecting Share a window opens which allows you to share the template with another user You may select Lock Template for all Shared Users so the template can not be modified with the exception of the date time and time zone Manage Usernames 1 recards returned Add UserName Aprillest3 tUserName First Name Last Name Shared AprilTest3 April Test2 Yes Page 1 To Share Template with Selected Users Click Here To unshare Template with Selected Users Click Here To delete selected users Click Here Cancel Step 5 Select Manage Usernames to query users with whom to share your template You may unshare your template with users or delete the users from your Shared Template list 2007 InterCall 38 e InterCall InterCall Online User Guide Section 8 Manage Your Account Depending on the level of access you have as an
97. script where indicated 2007 InterCall 20 InterCall Promotional Playback Provide a promotional message or announcement for your participants to listen to while they wait for your meeting to begin l Promotional Playback Step 1 Check the box in the upper left hand corner indicating you would like to add Promotional Playback to your meeting Step 2 From the drop down menu select the format for which the message or announcement will be provided CD cassette Encore Micro Cassette or DAT Additional charges may be applied for this service Please check with your company administrator for details If you want to make any additional optional meeting feature selections click Next Otherwise you may click Submit to reserve your call Enhanced Features A complete range of enhancements are available to make the most of your event and your conference will be more professional interactive and engaging It s easy to customize your conference with one or more of the Enhanced Features listed below Polling Determine questions prior to your meeting and have participants respond using their telephone keypads Polling allows you to collect instant feedback and increases participant involvement in the call You will receive a report with all the responses organized by question and participant Meeting Information Participant List Recurring Options Pre Meeting Features Enhanced Features Recording Features P
98. t iie D After Playback Prompt Move Up NENNEN Step 1 Check the box in the upper left hand corner indicating you would like to add Encore to your meeting Step 2 Click on the calendar icons to select a Start Date and an End Date for your Encore digital recording to be available Step 3 Provide a Start Time and End Time for your Encore digital recording to be available Step 4 If desired select the Password option and provide the password you would like in the specified area Step 5 If you have Before Playback Prompt information you would like to capture about your caller type it into the smaller box on the left hand side of the screen and click Add Prompts might include Please state and spell your full name or Please provide your email address Your screen will refresh with each prompt you add and be displayed in the larger box in the middle of the screen At this point you can change the order of the prompts by highlighting a prompt and clicking Move Up or Move Down You may also highlight a prompt and click Remove if you no longer want the prompt to be included Step 6 After Playback Prompt functionality is the same as Before Playback Prompt Encore Report Encore Report Report Recipient Full Name dx Email Williams 9135551234 mwilliams sunmfg com Add Recipient Delete Recipient Step 1 Check the box in the upper left hand corner indicating you would like to request an Encore Report Step 2
99. ted Partis Total Video Paris Total Misc Paris 2007 InterCall Jan Feb Apr Jun Jul Aug Sep Oct Nov Dec Total InterCall Online User Guide 69 InterCall InterCall Online User Guide statistics Average lines per call Average cost per call Average calls per day Average hours per call Average cost per minute Total Sales Total Reservless Sales Total Op Assisted Sales Total Automated Sales Total Web Sales Total Video Sales Total Other Sales Total Credit Sales Total Discount Sales Total Users Active Users Inactive Users lst Time Users Total Accounts Active Accounts Inactive Accounts Total Companies New Companies Mew Company revenue Minute Report The Minute Report provides information on all products including usage in minutes and sales for a specified month The report can be run at the company account or owner levels Minute Report Customize Your Minute Report Select Month 29 One At what level would you like to run this report 9 Company Number C Account Number C Owner Number Output As Select One View Report gt gt Step 1 Select the Month the last 12 billed months will be available for which you would like your Minute Report run and the level for which you would like the report run company account or owner Next select your Output As an Excel spreadsheet or HTML document Click View Report to retrieve your report 2007 InterCall 70
100. to a call to be announced by a tone name announce silence or tone and name e Exit Option Select how you want a participant who disconnects from a call is to be announced by a tone name announce silence or tone and name 2007 InterCall 47 InterCall Because participants join an Automated conference through an automated process users will need to have a Leader PassCode and a Participant PassCode added to their profiles Web Conferencing Web Conferencing how Please Select Click Here For Video Conferencing Conference Place M eetingCenter Select web conferencing default options for the new user e Mshow Mshow is specifically designed for event conferences Unlike other web conferencing services Mshow integrates streaming and interactive broadcasting to extend the reach of the event to as many as 10 000 locations If selecting Mshow as a default web conferencing option for your new user select from the following o Slides Only Deliver a multimedia presentation to your audience including animation embedded video and audio as well as Flash media As guests join the show your slides will automatically pre cache on their systems ensuring a smooth presentation regardless of computer or Internet speed o Streaming Audio Archive Record your show for future replay at any time Archiving is ideal for those who missed the live meeting They can see and hear the synchronized presentation including audio slides
101. tor password choose Change Your Password amp Security Settings to make changes to your password or your secret question and answer 2007 InterCall 39 InterCall Change Password and Secret Question Current Password Change Password _ Change Password Change Secret Question and Answer Current Secret Question Mother s maiden name Mew Secret Question Mew Answer Confirm New Answer Change Secret Question and Answer Step 2 Provide your Current Password Then create and provide a New Password and enter the new password again to Confirm Password Click Change Password To change your secret question and answer provide your New Secret Question your New Answer and then enter your New Answer again to Confirm New Answer You will receive a confirmation screen verifying that you have successfully changed your password and or secret question and answer Owner Set Up New Owner When logged into InterCall Online with your administrator password select Set Up New Owner to create a new owner account for a user who is under the hierarchy of your responsibility Set Up New Owner Please Enter an existing Account Number for the Owner Account Number ec Step 1 After you select Set Up New Owner from the Manage Your Account screen you will be taken to this screen In the appropriate field provide the Account Number you want the new user added to then click Continue 2007 Inte
102. uff Login Help Conference Product Selection Search Text optional Search Tips Online Portal Beta Search L 7 All Subs Poweredby RIGHT 58 Answers Found 1 of 6 Go b Summary eee 1 What is a PAC code 38 2 What is the Online Portal 22 3 What is Online Reports 21 4 How login the first time 18 5 What is my Owner Number 17 6 What is my Conference ID 17 Where do find my dial in numbers 16 8 What reports are available in Online Reports 15 9 What is Sign up Now 11 10 What are entry and exit tones 6 Step 1 Type a key word or your question into the Search Text field and click Search to find what you re looking for quickly and easily Conference Product Salecion Search Text ccc Elus t 306 Petree ret peed menage What a PAC Code and wiry would 1 need to use one 10 53 as 2 PAC of Praect Codes peade a malba for customers fo Cher Conen Cele Thee PAC Codes ane wirds gccountimg cades Print Answer that customers bell ihe depanrernticog center Codes ane for use by each customer Cormgpses can aie these codes Ke bile purposes oi jus Eo track depatmental conference calla Emai answer Notify Me Gy Ceai id a Arri bs bid How well did this your Ci Ta C uy C y oe Submit Racing a hal we 5ar caa 7 Whai is my Co
103. uide Meeting Informabon Parbapant List Recumng Opbons Pre Meehnng Features Enhanced Features Recording Features I would like for this to be recurring call 1 How frequently do you want to hold this conference call Schedule this call to occur Daily weekly Monthly Recur every 11 weeks sunday Monday Tuesday Wednesday Thursday Friday Saturday 2 When do you want this senes of conference calls to end C Never keep scheduling this call indefinitely End this series of conference calls after the following number of occurrences 0 End this series of conference calls after 01 05 2007 3 Depending on the options chosen above one or more conference calls may fall on a Saturday or Sunday handle it C Reschedule the for the following Monday Reschedule the call for the prior Friday a Keep the call as scheduled Cancel the call Preview Conference Dates Day of Week Friday Friday Friday Friday Friday Friday Friday Step 1 Check the box in the upper left hand corner indicating you would like for this to be a recurring call Step 2 Determine the frequency of the call Daily Weekly or Monthly Your screen will refresh based on your Prewew Conference Dates Date 11 24 2006 12 01 2006 12 08 2006 12 15 2006 12 22 2006 12 29 2006 01 05 2007 Time 08 00 AM 08 00 AM 08 00 AM 08 00 AM 08 00 AM 08 00 08 00 selection
104. umber to view available invoice history Customer Support With InterCall Online you have quick access to overviews of InterCall s products and features online customer support and direct customer service phone numbers or emails There are links to product overview documents customer service tools online demos customer training tools help sites and other useful information 2007 InterCall 6 InterCall Section 2 Getting Help Using this Guide This user guide introduces you to InterCall Online and guides you through the features of the application and how to use them Each of the sections that follow will focus on the various areas of functionality and provide how to information definitions screen shots and helpful hints Please note that the screenshots used throughout this user guide are generically branded Your screen may look different depending on your company s preferences but the functionality is the same Customer Support Should you have problems with a task while using InterCall Online select Customer Support located at the bottom of the left navigation pane throughout the application You have quick access to Online Support direct customer support phone numbers and links to overviews and support for the various products and services Customer Support Horne InterCall InterCall is the largest dedicated conferencing service provider in the world Schedule A Meeting Helpful Links Online Support P
105. ur large conferences and keep track of participants You decide what information you would like to gather from each registrant and choose from handy options such as Email Reminders and custom scripted messages Collects information about your participants as they join your conference Choose between our Standard Enhanced or Premium options depending upon the amount of information you d like to collect The information will be sent to you by fax or email along with the on the line times for each participant Allows you to view participant information and Q amp A queue lists via the Internet With this secure real time tool you ll be able to see when key guests arrive and who s in the queue to ask a question Guests lines are muted during the presentation to reduce background noise An InterCall Online tool that provides links to InterCall conferencing tips tools questions and answers and other helpful information The end user and owner of an individual account The unique identifier for an owner s profile Contains all information specific to a user including the user s company and account numbers contact information and product details A commonly used security feature that ensures only invited participants are allowed into the conference by the conference operator Participants must provide the operator with a pre determined word or code to join the conference Allows you to collect instant feedback using telephone keypads to questi
106. your refresh that is specific to Direct Event follows Direct Event PassCode Leader PassCode rn Participant PassCode D EE Step 2 Because participants join a Direct Event call through an automated process users will need to have a Leader PassCode and a Participant PassCode added to their profiles Automated Automated Toll Free and or Toll is a reservations based service that offers users audio conferencing service 24 7 without the assistance of an operator Set Up New Owner Complete this form to set up a new Owner profile Required fields Call Type Operator Assisted Toll Free C Reservationless Plus Taoll Free Direct Event Tall Free a Operator Assisted Tall C Reservationless Plus Toll Direct Event Toll Automated Toll Free a Automated Tall pial Out DO Set Automated As Reservationless Step 1 For Automated conferencing select Automated Toll Free and or Automated Toll Your screen will refresh to include the same Default Options and Enhanced Features areas as an Operator Assisted call please refer to that section if you need directions and definitions for these areas The new area that will appear after your refresh that is specific to Automated follows Reservationless Express amp Automated Entry Option Ton m Exit Option Leader PassCode pm Step 2 Select the Entry and Exit Options for the Automated call user e Entry Option Select how you want a participant being added

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