SMART Meeting Pro 4 User manual

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SMART MeetingPro® 4
User guide
Personal license

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This guide and other resources for SMARTMeeting Pro 4 are available in the
Support section of the SMARTwebsite (smarttech.com/support). Scan this
QRcode to view these resources on your mobile device.
Trademark notice
SMART MeetingPro, Bridgit, smarttech, the SMART logo and all SMART taglines are trademarks or registered trademarks of SMARTTechnologiesULC in the U.S. and/or other
countries. Microsoft, Windows, Internet Explorer, Excel, PowerPoint, and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States
and/or other countries. All other third-party product and company names may be trademarks of their respective owners.
Copyright notice
© 2015–2022SMARTTechnologiesULC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated
into any language in any form by any means without the prior written consent of SMARTTechnologiesULC. Information in this manual is subject to change without notice and
does not represent a commitment on the part of SMART.
This product and/or use thereof covered by one or more of the following U.S. patents.
www.smarttech.com/patents
April 20, 2022

Contents
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Contents
Chapter 1 Welcome 1
About SMART MeetingPro software personallicense 1
Starting and exiting the software 3
Navigating the user interface 3
About the other SMARTsoftware on your computer 7
Resources for users 7
Chapter 2 Interacting with applications in Desktop mode 8
Using the interactive display to interact with applications 8
Using the Programs button 9
Moving applications across displays 9
Chapter 3 Inserting objects in Whiteboardmode 11
Writing and drawing in digital ink 11
Erasing digital ink 12
Creating shapes and lines 13
Typing, editing and formatting text 14
Converting handwriting to typed text 15
Inserting images 16
Inserting PowerPoint presentations 16
Inserting PDF files 17
Chapter 4 Working with objects in Whiteboardmode 19
Selecting objects 20
Changing objects’ properties 21
Moving objects 22
Moving objects to another page 23
Rearranging stacked objects 23
Locking objects 24
Cutting, copying and pasting objects 25
Cloning objects 25
Resizing objects 26
Rotating objects 28
Flipping objects 29
Grouping objects 30
Linking objects 30
Creating standalone links 31
Deleting objects 32
Chapter 5 Working with pages in Whiteboardmode 33
Creating pages 33

Contents
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Displaying pages 34
Displaying pages in Full Whiteboard view 35
Displaying pages in Unbound Workspace 36
Rearranging pages 43
Deleting pages 43
Chapter 6 Working with files in Whiteboardmode 44
Creating and opening files 44
Saving files 45
Printing files 46
Emailing files 47
Chapter 7 Sharing content using the BusinessGallery 49
Finding and using content in the Business Gallery 49
Using stock content 50
Adding your own content to the Business Gallery 51
Chapter 8 Maintaining SMART MeetingPro software 54
Configuring SMART MeetingPro software 54
Customizing the Programs button menu 59
Appendix A Connecting with others using Bridgit software integration 63

Chapter 1 Welcome
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Chapter 1 Welcome
About SMART MeetingPro software personallicense 1
Before meetings 2
During meetings 2
After meetings 2
Starting and exiting the software 3
Navigating the user interface 3
SMART Business Toolbar 4
Programs button 4
Tools 4
Move Toolbar button 5
Collapse/Expand button 5
Desktop mode 5
Whiteboard mode 6
Menu bar 6
Whiteboard drawing area 6
Page Sorter 6
About the other SMARTsoftware on your computer 7
Resources for users 7
Help 7
Training 7
Support center and knowledge base 7
This chapter introduces you to SMART MeetingPro® software and to the other SMART software on your
computer and explains how to get started with SMART MeetingPro software.
About SMART MeetingPro software
personallicense
SMART MeetingPro software personal license enables you to create, open and edit Whiteboard files. In
these files, you can do the following:
lWrite, draw and erase digital ink
lType text
lInsert shapes and lines
lInsert screen captures and other images

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lInsert documents
lInsert links to websites and files
lMove, resize, rotate, lock and group objects
Using the Unbound Workspace in SMART MeetingPro software, you can lay out and navigate the
contents of a page area that can be significantly larger than the viewable area. You can adjust the
software’s highly customizable user interface to accommodate your content.
SMART MeetingPro software personal license is useful before, during and after meetings and other
collaborative sessions.
Before meetings
Use SMART MeetingPro software personal license before
meetings and other collaborative sessions to prepare
meeting notes, presentations or other materials to share
during the session. Save any materials you create in a
Whiteboard file and attach the file to your
Microsoft®Outlook® meeting invitation. During the session,
you can open and interact with the file in SMART MeetingPro
software room license.
During meetings
Remote participants can use Bridgit software to connect to
meetings or other collaborative sessions. Remote participants
can then share materials they’ve created in SMART
MeetingPro software personal license or view materials that
others share.
After meetings
If participants recorded notes in SMART MeetingPro
software room license during a meeting or other
collaborative session, you can email these notes to the
participants as a Whiteboard file. The participants can open
and view the attached file using SMART MeetingPro
software personal license.

Chapter 1 Welcome
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Starting and exiting the software
You can start SMART MeetingPro software personal license or, optionally, you can start just the SMART
System Menu to access SMART Settings and other options.
To start SMART MeetingPro software manually
Double-click the SMARTMeetingPro icon on your desktop.
To start just the SMART System Menu manually
In Windows® 7 operating system, select Start > All Programs > SMART Technologies >
SMARTSystem Menu.
OR
In Windows 8.1 operating system, go to the Apps screen, and then scroll to and
selectSMARTTechnologies > SMARTSystem Menu.
OR
In Windows 10 operating system, press Start, and then scroll to and select SMARTTechnologies >
SMARTSystem Menu.
To exit SMART MeetingPro software
1. Press Whiteboard on the SMART Business Toolbar.
2. Select File > Exit.
Tip
If you exit SMART MeetingPro software, you can still access SMART Settings and other options
from the SMARTSystemMenu in the notification area.
Navigating the user interface
The SMART MeetingPro software user interface consists of the SMART Business Toolbar, the Bridgit
Collaboration Bar and two modes:
lDesktop
lWhiteboard
You switch between modes by pressing the buttons at the top of the SMART Business Toolbar.

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SMART Business Toolbar
The SMART Business Toolbar appears on the left or right side of the display. It contains the following
items:
lButtons for accessing the four modes
lPrograms button
lTools
lMove Toolbar button
lCollapse/Expand button
Programs button
You can quickly access popular applications and tools by pressing the Programs button.
Tools
You can select and use a variety of commands and tools on the SMART Business Toolbar. The tools
available change according to the mode you’re using.
Tool Command Action Desktop
mode
Whiteboard
mode
Pan Pan and zoom in or out. No Yes1
Select Select, move and manipulate objects on a
Whiteboard page.
Yes Yes
Pen Select pen colors and widths you can use to
write notes and create freehand objects.
You can also select a transparent yellow or
green highlighter.
Yes Yes
Eraser Erase notes and objects created with digital
ink.
Yes Yes
Shapes Draw a variety of shapes, including circles,
rectangles, stars and squares. You can also
use this tool to select solid or broken lines
and arrows.
No Yes
Text Insert text into your Whiteboard page. When
you touch the page, a text box appears, in
which you can select the text object’s
formatting.
No Yes
1When in Unbound Workspace

Chapter 1 Welcome
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Tool Command Action Desktop
mode
Whiteboard
mode
Gallery Access a collection of images and content
that you can use in your presentation.
No Yes
Capture Take a screen capture of your notes and
automatically insert them on a Whiteboard
page. Open a list of three options so you can
capture the full screen, a rectangular
selection or a freehand selection of the
screen.
Yes No
Undo Reverse the effect of the last action. You can
undo several actions by selecting Undo
repeatedly.
No Yes
Redo Reinstate the last action reversed with the
Undo command.
No Yes
Normal View Restore the Whiteboard page to Normal
view.
No Yes2
Previous Page Display the previous page of the current file.
You can also press the PAGE UP key on your
keyboard.
No Yes3
Next Page Display the next page of the current file. You
can also press the PAGE DOWN key on your
keyboard. (Pressing Next Page on the last
page inserts a new page.)
No Yes4
Move Toolbar button
You can move the SMART Business Toolbar to either side of the screen by pressing the Move Toolbar
button.
Collapse/Expand button
You can collapse or expand the SMART Business Toolbar by pressing the Collapse/Expand button.
Desktop mode
In Desktop mode, you can interact with the room computer’s applications.
2When in Full Whiteboard view
3When in Full Whiteboard view
4When in Full Whiteboard view

Chapter 1 Welcome
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Whiteboard mode
In Whiteboard mode, you can create or open Whiteboard files to brainstorm and present ideas.
Whiteboard mode consists of three main areas:
lMenu bar
lWhiteboard drawing area
lPage Sorter
Menu bar
The Whiteboard menu bar includes the following menu items:
Menu item Description
File Allows you to create, open, save, print, email and close files.
Edit Provides tools to undo and redo actions; cut, copy and paste objects; clone
and delete objects; select all objects and clear and delete pages.
View Allows you to select Full Whiteboard view and to view the Business Gallery.
Insert Allows you to add blank pages, images and links to your file.
Object Allows you to lock, group, flip, order and change the properties of objects.
Help Provides access to Help and information about SMART MeetingPro software
and allows you to enable or disable the SMART Customer Experience
program.
Whiteboard drawing area
Most of Whiteboard mode is dedicated to the Whiteboard drawing area, which displays the contents of
a selected page in a file. This is where you write notes and create and work with objects.
Page Sorter
The Page Sorter displays all the pages in the open file as thumbnails and updates the thumbnails
automatically as you change the contents of the pages. Using the Page Sorter, you can add, delete and
rearrange pages.

Chapter 1 Welcome
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About the other SMARTsoftware on your computer
Typically, computers that have SMART MeetingPro software installed also include the following SMART
software:
SMART Product
Drivers
The interactive product detects contact with its screen and sends each contact
point, along with Pen tool information, to the connected computer. SMART Product
Drivers translates the information into mouse clicks and digital ink. SMART Product
Drivers enables you to perform normal computer operations by using your finger
or a pen.
SMARTInk Using SMARTInk, you can write or draw on the screen in digital ink using a pen,
and then save or erase your notes.
SMART Tools You can draw attention to specific parts of a page using SMART Tools, such as the
Screen Capture toolbar, Screen Shade and Spotlight.
Bridgit software Bridgit software enables you to share your screen, create and join meetings and
connect with others.
Resources for users
In addition to this guide, other resources are available for SMART MeetingPro software users.
Help
For more information about SMART MeetingPro software, refer to the SMART MeetingPro software
Help. The Help includes all of the information in this guide as well as information about SMART Product
Drivers, SMARTInk and SMARTBoard Tools. You can view the Help on your SMART interactive product
or on a mobile device.
To open the Help, press the SMARTBoard icon in the notification area, and then select Help or press
any of the Help buttons and links in the SMART software.
Tip
You can view the Help on your mobile device by scanning the QR code on the cover of this guide.
Training
The SMART training website (smarttech.com/training) includes an extensive library of training resources
you can refer to when learning how to use SMART MeetingPro software.
Support center and knowledge base
The Support center (smarttech.com/support) contains a library of documents, including this guide, and a
knowledge base that you can search when troubleshooting issues.

Chapter 2 Interacting with applications in Desktop mode
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Chapter 2 Interacting with
applications in Desktop mode
Using the interactive display to interact with applications 8
Using the Programs button 9
Moving applications across displays 9
Moving applications across displays using the Organizer 9
Moving applications across displays using the Window Shift buttons 10
You can interact with the computer’s operating system and applications using the gestures and other
features supported by the interactive display. To view the computer’s desktop and use its applications,
press Desktop on the SMART Business Toolbar to enter Desktop mode.
Tip
If you’re using a room license and there are multiple interactive displays connected to the computer,
you can move applications from one display to another.
Using the interactive display to interact with
applications
You can use the interactive display to interact with applications as you do with a mouse and keyboard.
Specifically, you can do the following:
lSelect objects and clear the selection of objects (in other words, left-click objects)
lDouble-click objects
lRight-click objects
lMove objects
lResize objects
lRotate objects
lDisplay pages in a document
lZoom in and out
lPan

Chapter 2 Interacting with applications in Desktop mode
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Using the Programs button
You can use the Programs button to quickly access four Microsoft applications—Internet Explorer, Word,
Excel or PowerPoint—if they’re installed on the computer.
Tips
lYou can add shortcuts to your most frequently used applications, files, folders and websites (see
Customizing the Programs button menu on page59 for more information).
lYou can also add links to SMART Tools.
To access applications and tools
Press Programs on the SMART Business Toolbar, and then select the program or tool of your
choice.
Moving applications across displays
If the computer is connected to multiple interactive displays, you can move applications from one display
to another using the Organizer or the Window Shift buttons.
Moving applications across displays using the Organizer
The lower section of the Organizer has three tabs:
lMeeting
lPages
lApplications
The Applications tab displays thumbnails of all applications running on the computer. The application
thumbnails update as the applications themselves change.
To move an application to the current display
1. Press Organizer on the SMART Business Toolbar, and then select the Applications tab.
2. Double-click the application’s thumbnail.
SMART MeetingPro software switches to Desktop mode, and the application appears on the
display. If the application was open on another display, it moves from that display to the current
display.

Chapter 2 Interacting with applications in Desktop mode
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To move an application to another display
1. Press Organizer on the SMART Business Toolbar, and then select the Applications tab.
2. Drag the application’s thumbnail to the display’s thumbnail.
The application appears on the display.
Tip
If you press Identify Screens, a unique red number appears on each display and its thumbnail so
that you can determine the thumbnail for each display.
Moving applications across displays using the Window Shift buttons
Room license only
When you use SMART MeetingPro software room license in a multiple display system, you can use the
Window Shift buttons to move an application to another display. Because applications can appear on
only one display at a time, this feature allows you to send an application to another display where
another user can work with it.
To move an application to another display
1. Press the title bar of the application you want to move.
The Window Shift buttons appear in the title bar.
2. Press either the left or right button to move the application to another display.
Note
The left button moves the application to the next lower numbered display, and the right button
moves the application to the next higher numbered display. To view the display’s numbers, Press
Organizer on the SMART Business Toolbar, select the Applications tab, and then press
Identify Screens.

Chapter 3 Inserting objects in Whiteboardmode
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Chapter 3 Inserting objects in
Whiteboardmode
Writing and drawing in digital ink 11
Erasing digital ink 12
Creating shapes and lines 13
Typing, editing and formatting text 14
Converting handwriting to typed text 15
Inserting images 16
Inserting PowerPoint presentations 16
Inserting PDF files 17
You can insert the following types of objects in SMART MeetingPro software:
lDigital ink
lShapes and lines
lText
lImages
lPowerPoint presentations
lPDFfiles
Writing and drawing in digital ink
In Whiteboard mode, you can use your interactive display’s pen or the Pen tool on the SMART Business
Toolbar to write or draw in digital ink.
To write or draw in digital ink when connected to a SMART interactive display
Use the SMART interactive product’s pen and SMARTInk (see About the other SMARTsoftware on
your computer on page7).

Chapter 3 Inserting objects in Whiteboardmode
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To write or draw in digital ink when not connected to a SMART interactive display
1. Press Pen on the SMART Business Toolbar, and then select a color and line thickness.
Tips

oYou can also select a transparent yellow or green highlighter.

oYou can write or draw in either calligraphic ink or regular ink (see
Changing Whiteboard
mode settings on page56).
2. Write or draw in digital ink.
Erasing digital ink
You can erase digital ink using your interactive display’s eraser or the Eraser tool.
To erase digital ink when connected to a SMART interactive product
Use the SMART interactive product’s eraser and SMARTInk (see About the other SMARTsoftware
on your computer on page7).
To erase digital ink when not connected to a SMART interactive product
1. Press Eraser on the SMART Business Toolbar, and then select an eraser size.

Chapter 3 Inserting objects in Whiteboardmode
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2. Erase digital ink using one of the tools available for your interactive product.
Tip
To erase digital ink in a large area, circle the area and then tap in the center of the circle.
Creating shapes and lines
You can create a variety of geometric shapes and lines.
To create a shape
1. Press Shapes on the SMART Business Toolbar, and then select a shape.
Note
If you don’t select a shape, SMART MeetingPro software uses the last shape or line you selected.
2. Create a shape by pressing the screen where you want to place the shape and dragging until the
shape is the size you want.
Tip
You can create perfect circles, squares, triangles and other shapes by holding down SHIFT as you
draw the shape. To resize a shape while maintaining its proportions, hold down SHIFT as you
resize the shape.

Chapter 3 Inserting objects in Whiteboardmode
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To create a line
1. Press Shapes on the SMART Business Toolbar, and then select a line.
Note
If you don’t select a line, SMART MeetingPro software uses the last shape or line you selected.
2. Create a line by pressing the screen where you want the line to start and dragging to where you
want the line to end.
Tip
You can create lines at perfect 45° increments by holding down the SHIFT key as you draw the
line. To resize a line while maintaining its angle, hold down the SHIFT key as you resize the line.
Typing, editing and formatting text
In Whiteboard mode, you can create typed text by using a keyboard connected to the computer or an
on-screen keyboard. After creating text, you can edit it and change its font, size and other properties.
To type text
1. Press Text on the SMART Business Toolbar, and then press the screen where you want the text to
appear.
The Fonts toolbar appears above the text box. You can use this toolbar to change the font, size and
alignment. You can also use the Fonts toolbar to format text you already typed.

Chapter 3 Inserting objects in Whiteboardmode
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2. Begin typing using the keyboard connected to your computer or an on-screen keyboard.
3. When you finish typing text, press anywhere outside the text box or press the ESC key.
The text is now a separate object that you can select, edit, resize and move.
To edit or format text
1. Double-click the text.
The Fonts toolbar appears.
2. Select the text you want to change by dragging over it (just as you would in a word-processing
program).
3. Type the new text.
OR
Use the options in the toolbar to change the formatting, including font, size and style.
4. After you finish, press anywhere outside the text box or press the ESC key.
Tips

oYou don’t need to change the position of rotated text before you edit it. Double-click the text
object to make it rotate to a horizontal position, making it easier to edit. As soon as you press
outside the text box, it returns to its original rotation.

oYou can also format the entire text object using the
Selection Properties dialog box (see
Changing objects’ properties on page21).
To resize a text box
1. Double-click the text.
The Fonts toolbar appears.
2. Drag one of the sizing handles to resize the text box.
3. After you finish, press anywhere outside the text box or press the ESC key.
Note
Using this procedure to resize a text box changes the way text wraps inside the box. Using the
procedure in Resizing objects on page26 changes the size of the text.
Converting handwriting to typed text
You can convert any note that you write in the Whiteboard drawing area to typed text.

Chapter 3 Inserting objects in Whiteboardmode
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Tip
The accuracy of the conversion depends on your handwriting. SMART MeetingPro software more
accurately interprets neater printing on a horizontal line. Although SMART MeetingPro software can
convert slanted or cursive writing, the results can be inconsistent.
To convert handwriting to typed text
1. Select the handwritten note.
2. Press the menu arrow, and then select Convert to Text.
The object menu appears with possible word options to insert as text.
3. Select a word option.
The word appears as typed text.
Note
You can also select multiple handwritten words and then convert them all to typed text.
Inserting images
You can easily insert images in Whiteboard pages, where you can then move, size and rotate them as
you would any object. Whiteboard mode supports BMP, JPEG, TIFF, PNG, and GIF file formats.
Note
Metafile (*.wmf) file formats are not fully supported by SMARTMeeting Pro and may not behave as
expected when inserted in the Whiteboard page.
To insert an image
1. Select Insert > Image.
The Select Image dialog box appears.
2. Browse to the image you want to insert, select it, and then press Open.
The image appears as an object in the upper-left corner of the page.
Inserting PowerPoint presentations
You can insert PowerPoint presentations into Whiteboard files.