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VERISHOW

VER. 2.0

USER GUIDE
LAST UPDATED: AUGUST 18, 2010

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Information in this manual is accurate at the time of printing; however it is subject to change
without notice and does not represent commitment on the part of HBR Labs LLC. The
platform/software and/or databases described in this manual are furnished under license
agreement. The platform/software and/or databases may be used in accordance with our
terms and conditions . The information in this document is property of HBR Labs LLC. No part
of this document may be disclosed to third parties, reproduced, transmitted or stored in a
retrieval system in any form or by any means, without the express written permission of HBR
Labs LLC.
Copyright HBR Labs LLC. 2007 - 2010. All rights reserved.
Documentation published by HBR Labs LLC using Word for Windows (Microsoft) and Microsoft
PowerPoint. HBR Labs’ VeriShow and the HBR Labs logo are trademarks of HBR Labs LLC
Word for Windows is a registered trademark of Microsoft Corporation. Microsoft PowerPoint is
a registered trademark of Microsoft Corporation. Other products mentioned are trademarks or
registered trademarks of their respective companies.
Revision Table

Versio Date Autho Description


n r

1.0 July 5, Yaffa 1st draft


2010 Reich

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TABLE OF CONTENTS
1) OVERVIEW..................................................................................................5
VERISHOW ACCOUNT ADMINISTRATION ............................................................................................5
VERISHOW FEATURED APPLICATIONS...............................................................................................7
VERISHOW SOFTWARE PREREQUISITES ............................................................................................7
2) GETTING STARTED .....................................................................................9
THE VERISHOW HOME PAGE........................................................................................................9
LOGGING IN TO YOUR ACCOUNT...................................................................................................10
ONCE YOU HAVE LOGGED IN.......................................................................................................10
3) INTEGRATING VERISHOW IN YOUR WEBSITE...............................................11
VERISHOW INTEGRATION AND SETUP STEPS.....................................................................................11
EMBEDDING THE VERISHOW CALL BUTTON IN YOUR WEBSITE.................................................................12
Embedding types .......................................................................................................12
Embed Call Button ................................................................................................................12
Who is the Call Target?..........................................................................................................12
Rep’s Availability ..................................................................................................................13
Call Button Position................................................................................................................13
How is a session started?.......................................................................................................13
Personalize your Call Button...................................................................................................13
Queued Sessions - Site Visitors Initiate a Session – Special attributes....................................16
SIMULATE YOUR CUSTOMER’S EXPERIENCE......................................................................................16
ADVANCED EMBEDDING............................................................................................................17
4) STARTING A SESSION................................................................................18
SCREEN LAYOUT ...................................................................................................................18
Applications Tool Bar..................................................................................................19
Participants Window....................................................................................................20
Audio/Video Window...................................................................................................20
Chat Window...............................................................................................................20
SETTING UP YOUR AUDIO/VIDEO .................................................................................................21
Video quality..........................................................................................................................21
Webinar mode........................................................................................................................21
Video Call ..............................................................................................................................21
Audio Call ......................................................................................................................22
Test your Webcam.................................................................................................................22
HOSTING A SESSION................................................................................................................23
What can your participants do in the session?.......................................................................23
Inviting participants to join a session..........................................................................23
Invitation options........................................................................................................23
How do others join a session?.....................................................................................24
Controlling access to your online session...............................................................................24
AFTER HOURS HANDLING..........................................................................................................25
VeriShow Inbox......................................................................................................................25
CHOOSING AN APPLICATION........................................................................................................26
Show, Share and Collaborate......................................................................................26
Document Sharing.................................................................................................................26
Document Co-editing ............................................................................................................28
Draw diagrams and flowcharts using Whiteboards.................................................................28
Screen Sharing.......................................................................................................................29
Screen Capture......................................................................................................................30

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Use a 2nd camera..................................................................................................................31
Collaborative form filling.............................................................................................32
Upload Forms.........................................................................................................................32
Collaboratively fill an application form...................................................................................32
Saving filled forms .................................................................................................................33
Explore and Browse Together.....................................................................................34
Google Maps..........................................................................................................................34
YouTube videos .....................................................................................................................35
Miscellaneous..............................................................................................................35
Google Doc™.........................................................................................................................35
5) ACCOUNT MANAGMENT.............................................................................36
ACCOUNT ACTIVITY.................................................................................................................36
Inbox ..........................................................................................................................36
Session History...........................................................................................................36
...................................................................................................................................37
Incoming Request Queue ...........................................................................................38
Active Sessions...........................................................................................................38
Billing Report .............................................................................................................39
Your Personal Profile...................................................................................................40
Account Profile............................................................................................................40
Join a Session Page ....................................................................................................40
Fill-Form Invitation Page .............................................................................................41
Manage Live Reps ......................................................................................................41
White Labeling............................................................................................................42
Billing Setup ...............................................................................................................44
ACCOUNT CONTENT................................................................................................................45
Manage Documents....................................................................................................45
Manage Videos ...........................................................................................................45
Manage Electronic Forms ...........................................................................................46
VeriShow Form Builder...........................................................................................................47
Edit an existing form..............................................................................................................48
Copy an existing form............................................................................................................48
Delete an existing form .........................................................................................................48
Save form backgrounds..........................................................................................................48
Manage Customers’ Forms..........................................................................................49
Create/Update Customer Details............................................................................................49
Manage Customer Forms.......................................................................................................50
APPENDIX – SUPPORTED BUSINESS PROCESSES.............................................52

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1) OVERVIEW
This chapter provides you with following overviews:
 VeriShow Account Administration
 VeriShow Featured Applications
 VeriShow Software Prerequisites

VeriShow Account Administration


The following is an overview of the administration features available to you:
 VeriShow accounts
VeriShow supports two types of accounts. Account (company) administrator and
Account Reps; these are the representatives that support customers. A company is
allotted a single account administrator.
o Company Account Admin
There is a single account admin for every company account. This account
type can be considered a “privileged user”, i.e. account admin can act as a
regular Rep, but with more authority. Account admin performs the setup of
company’s account (i.e.. company profile, mail formats etc), creates &
manages the company’s reps, company application forms, customer related
content and company’s common content
o Rep Account
The reps manage their personal account, account profiles, account content,
customers, and customer related electronic forms.

 Content Management
o VeriShow Content Libraries
Pre-load files into server based libraries for quick and easy access. This will
shorten the time required for loading files during the online session and the
customers will experience a more seamless presentation. The libraries are
categorized into different groups: Documents, images, videos and
bookmarks.
o Account Content vs. Personal Content
Content refers to various types of document that can be uploaded into your
VeriShow account and easily accessed within online sessions.
 The Account admin has no personal content; all admin content is
visible to all account reps.
 Company Reps can manage account content related to their work.
This content is viewed by their eyes only and cannot be viewed by
other company Reps. During online session Reps can access

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company common content uploaded by account admin in addition to
their own content.
o Bulk Imports of Document, Images & Bookmarks
This prototype allows the company to upload access to company
documentation. For example: access large catalogs of images that are
stored on company servers that can be shared with customers. This is
currently is a service provided by HBR Labs to its VeriShow Corporate
Customers. Please contact us for the XML template to use.
 Forms Management
VeriShow provides a collaboration platform for filling application forms together.
These application forms can be managed on the company level and on the
Customer Rep level. The latter refers to a personal relationship between a rep
and a specific customer and the forms they have filled out together. VeriShow
allows you to
o Manage a forms library - The library can consist of form templates and forms,
forms and filled content (this refers to form templates empty This can be maintained
on the company or customer level.
o Upload Electronic PDF forms – these are automatically converted into a format
that can be used within VeriShow
o Modify existing forms – edit fields in existing form templates
o Pre-filling forms – Save time by sending customers forms to pre-fill prior to
collaboration in an online session
o Collaboratively Fill forms together with your customers and add electronic
signatures where required
 Communication methods
Your communication methods define how you contact your customers or they
contact you.
o A company rep can directly contact a customer and invite them to join an online
session. This is done by sending them a link to click on. Once clicked they will
automatically enter the online session
o Customers can initiate an online session by clicking on the VeriShow Call
Button that you may embed in your website. This may trigger one of the following
processes:
 If your company has implemented a Call Center to “take calls” they
will be able to monitor all incoming requests and answer on a 1st
come 1st serve basis
 Another option is to have your company reps start online sessions
and await incoming requests. When your customer/site-visitor clicks
on the embedded call button they are automatically directed into
one of these online sessions. If all reps are busy they are
o Monitor Activity
o Monitor Session Activity - Account Admins and Customer Reps can
monitor session activity. The logs display which Company Reps host the
online meeting and the session duration. Account Admins access all
company historical data whereas the Company Reps may access only their
personal historical information

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o VeriShow off-hours correspondence - is managed within the VeriShow
Inbox. Customers seeking assistance during off-hours are prompted to fill in
an off-hours form; this form appears in the Account Admin’s and the specific
Account Reps Inbox.
o Monitor Incoming Requests / Calls (for call center implementations) –
Live Reps can monitor incoming requests (as a results of the site-visitor
clicking on the embedded call button) and join online sessions as they are
queued in.

o Monitor Billing Activity (Account Admins only) - view the account billing
information, change the number of seats that have been purchased and
update the credit card info

VeriShow Featured Applications


VeriShow provides you with numerous applications to use in your online sessions. It
is your prerogative to choose which of these applications are implemented. You may
also choose to eliminate applications that are not required, keeping things easy and
simple. The VeriShow applications can be categorized into the following groups:
 Showing, sharing & collaborating
Textual co-editing of documents from your local machine or account content;
co-editing Word documents; Share and annotate pre-loaded images, documents,
presentations, videos and bookmarked web pages maintained in a selection of
content libraries; draw & share charts, images and diagrams using a virtual
white board; Broadcast real-time videos and stills utilizing a HD camera.
 Collaborative Form filling
Upload and fill forms from your company forms or your local computer
 Share what you see with others
Share your computer screen with other participants. Show applications you
are running on your computer, web pages you are browsing anything you see
the session’s participants can see also. You can capture a specific screen and
save it locally for future reference.
 Explore Together
Share and annotate on Google Maps and You Tube videos. You can even save
the annotations in pdf files.
Share cool tools like a Chat Translator which supports a multilingual chat, share
3d models, share an online calculator and even share files with a Windows
enabled mobile device.

VeriShow Software Prerequisites


The following table provides a list of the software components used by the HBR Labs
VeriShow applications.

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Component VeriShow Applications

Web browser Explorer 7.0,Safari 3.2+, Firefox 3.0+, Google Chrome, end
users can use Explorer 6

Flash player Adobe Flash Player 10 +

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2) GETTING STARTED

This user guide will provide you with a comprehensive understanding of the
VeriShow application, its components and capabilities. This guide should be used in
conjunction with the online help available from within the VeriShow application.

The VeriShow Home page


When accessing www.VeriShow.com you are directed to the VeriShow home page.

This page provides you access to the following:


 Login to your VeriShow account. This appears in the public area of the VeriShow
website and is always accessible from all of the application pages. This is of
course available only if you have already registered for an account
 Self Registration – this wizard will provide you with a quick and easy wizard to
setup your company account and choose the right package for your business
 Pricing Packages – what packages are available and what functionality do they
include
 What for? – Implement VeriShow in different business scenarios
 A short video that provides a colorful overview of how VeriShow can help your
business
 Products - A comprehensive tour of our VeriShow Solution;
 Who we are: Our Vision, Management Team; and how to contact us
Once you have logged in, you can personalize your account and invite participants
to join you in an online session.

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Logging in to your account

 Enter your email address and password and click Login


 If you have forgotten your password, click on the link and we will send you a
new one.

Once you have logged in


Now that you have logged in to your account you have easy access to your
management menus and you are one click away from starting an online session.

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3) INTEGRATING VERISHOW IN YOUR

WEBSITE
VeriShow Integration and Setup Steps
The following table contains suggested steps for the successful integration of
VeriShow within your website and your business process.

Step Description Refer to


Number

1 Embedding the VeriShow Call Button in your Embedding the


website VeriShow Call
Button in your
website on pg.
11

2 Get acquainted with the VeriShow Account Account


management features, setup and personalize Management on
your different profiles pg. 36

3 Define your company reps on pg. 41

4 Upload Company content Account Content


on pg. 45

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Embedding the VeriShow Call Button in your
website
It is most probable that you have already performed the 1st stage of the embedding
process when running the Self Registration Wizard. You selected the look & feel of
your call button and where it is to be located on your web page; we then provided
you with the html code that you will need to embed (cut and paste) into your web
page. All that’s left now is to edit your html code and embed the code. Click on the
Embed Call Button menu option to see where to paste the code.
The following is a detailed description of the embedding process:

Embedding types
VeriShow.com supports several types of embedding for the Call button on your
company’s site. The VeriShow Call button characteristics are described below. The
result of your embedding will be a combination of the different parameters you
select.
Embed Call Button
Selecting this menu option displays the following:
 The html code you are required to embed in your website in order to provide a
direct call button for your customers
 Instructions on where to locate (cut and paste) the code within your site

The following describe the parameters that will impact your embedding results and
therefore require your attention:

Who is the Call Target?


Who is on the receiving end of the call?
 Account call - when a customer clicks on the button, the call is addressed to
any available Rep. The company ID is used within in embedding code. For
example: src="https://www.hbrtest1.com/ih2/hbrwjs?aid=43">
Note: Multiple reps are available in Professional and White Labeled accounts
 Personalized call - when the customer clicks on the button, the call is
addressed to a specific company agent. Each agent gets a personal VeriShow ID
that is used in embedding code to specify the call target. To get an embedding
code for a specific rep, you can navigate to Account Admin -> Manage Reps
->Rep direct call button
Note: This option is not available for free accounts
 Call Center – when a customer clicks on the call button, they are provided with
a phone number to call and their session ID and then prompted to enter their
session name. When their call is picked up by the call center, they will be asked
for their Session Id. The Live rep will join the session by entering the provided
Session Id

 Internal Request Queue – when the customer clicks on the call button, they
are prompted to wait for a host to join the session. The Live Reps monitor the

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Account Activity>Incoming Request queue and join sessions as they queue
in. See Incoming Request Queue.

Rep’s Availability
The VeriShow call button’s appearance on the web page can be linked to your Rep’s
availability.
Note: This option is not available for free accounts

We support two types of availability: static and dynamic.


 Static button - always appears on the page it’s embedded on. When a Rep is
available to receive calls, the customer is forwarded into the session; otherwise
they are prompted to leave a message.
 Dynamic button - only appears on the page when the Rep is available to
receive calls; otherwise the Call button is not shown on the page.
Note: The Rep’s availability is calculated only when the web page is loaded. If a
Rep goes offline after the page was loaded the button is not refreshed
automatically. The customer will be asked to leave an Off-hours message,
though the button showed the Rep to be available.
Note: This option is not available for free accounts

Call Button Position


 Pre-defined position -The position of the VeriShow call button is determined
with your web site’s design taken into account; the position is in an exact place
that compliments your web page.
When using a static button (remember the button that always appears) the
position is always the same. When using the dynamic button (remember the
button that appears only when the Rep is available) make sure you embed it
carefully within your web page so that its appearance or disappearance does
not mar the page layout.
Note: This option is not available for free accounts.
 Floating Position - The easier approach is to use a floating button. This button
“floats over” your web page; it always appears in the same place no matter if
scrolling is involved. This type of button doesn’t impact the design of your web
page and just hovers above it.

How is a session started?


 Immediate Sessions– You or your representatives initiate online sessions and
wait for your site-visitors to click on the on the embedded Call Button and join
your call.
 Queued Sessions – Your Site Visitors/Customers can start a session (though
they don’t have a VeriShow Account). They will wait for you or your
representative to join in the online session they started. Once you join you are
the host and automatically take control of the session. See Queued Sessions -
Site Visitors Initiate a Session – Special attributes for a full explanation on how
to setup the url for the type of call button. (Note: this option is not available on
free accounts)

Personalize your Call Button


Your VeriShow button is derivative of a number of characteristics that you must
choose:

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• Button label – the text that appears on the button
• Button color – the actual button color
• Button position - right or left side of your web page
• Who initiates the online session - If your customer can initiate a call and
ask an expert to join (not available on free accounts)
• Embedding Type – under what circumstances does the button appear (not
available on free accounts

Once these have been selected the screen is refreshed and the corresponding
html code, that is to be added to your web page, is displayed. Cut and paste the
code as directed.

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Queued Sessions - Site Visitors Initiate a Session – Special
attributes
You can direct a site visitor to a specific Live Rep and start the session with a loaded
application – for example start the session and upload a form that will be filled. The
host will join the session and work can commence immediately.
The format of the link is as follows:
https://www.verishow.com/client/customer_session.jsf?aac=XXX&ac=XXX
&app=XXX&_fileFromURL=http://XXX.pdf&msg=XXX&c=XXX&name=XXX
 aac (required) – This ID connects the incoming session to a general account –
any reps can take the call.
 ac - It is the Live Rep’s ID that should host the session.
Note: both aac and ac can be derived from the Invitation Direct Link

 msg (required) - message to be shown when the customer enters the session
 app – Session should load with a chosen application. This parameter should be
used when the host wants the customer to have a “head start” and already
access an application, whilst waiting for the host to join the session. For
example upload a document or form for the customer to read/fill. Any
application defined in the appsMenu.xml as “appid =” can be automatically
started in the session.
 _fileFromURL – if the session is started with Open Document (doc) or Open
Form(form) applications this url should point to the document that is to be
uploaded the initial document URL (the case of document or form as a start app)
 c - indicates if a customer gets control when the session starts - optional, default
is false
 name – The customer name can be embedded within the link. When so the
customer is not prompted to enter his name in the popup box
 save_url – If the customer wants Filled Forms saved on his local server, this
url should point to the server

If you require your Call Button to appear on multiple web pages you must cut
and paste the html code that is displayed, on each individual page.

You can embed a different call button on different pages (for example use a
different color or different position based on the page content). Change the above
criteria and cut the corresponding html code for each button.

Simulate Your Customer’s Experience


To better understand what your customer’s experience when clicking on the
VeriShow Call Button we have provided you with a Simulate button.
To simulate what your customer experiences when there is not an online session in
progress or a Customer Rep is not available to take the call:

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• Make sure you have not started an online session
• Select the Simulate Button menu option
• Click on the Call Button that is displayed
The After Hours form is displayed. Submit the form. This form can now be
viewed in your VeriShow Inbox.
To simulate what your customer experiences when Customer Rep is
available to take the call:
• Start an online session (click on the Start a Session button). This will open a
new browser window.
• Return to your Account admin browser window and select the Simulate
Button menu option
• Click on the Call Button that is displayed
• As a customer you will be prompted to join the session

Advanced Embedding
Select the Advanced Embedding menu option for detailed instructions on how to
extend your embedding options: Dynamic embedding, use your own customized call
button, exact positioning of the call button on your webpage and more…

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4) S TARTING A SESSION

Starting a real-time web meeting and an online document sharing session has never
been simpler. Once your customers click on the VeriShow Call button that is
embedded in your website (refer to Chapter 3) they will be directed to an available
Rep.
What makes you available to your customers?
Once you have logged in to your VeriShow account, you must click on

to make yourself available. Once active, your customers will be


able to contact you.

Screen Layout
The screen layout has been designed to promote ease of use and an intuitive
approach. All main functions windows are easily accessible; and session participants
can easily track each other's on-screen activity in real-time.

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Applications Tool Bar
The following describes the generic applications toolbar that appears at the top of
the applications window for the majority of our provided applications.

Draw and write freehand


Pen

Add a straight line. Click/hold down mouse button to start line, release to end line.
Line

Highlight text, images and other material in shared document


Highlight

Add text comments


Text

Change color of pen and line tools


Color

Return to default cursor

Clear on-screen annotations

Undo on-screen annotations


Undo

Redo on-screen annotations


Redo

Whiteout shared material or on-screen annotations


Whiteout

Zoom in on shared document


Zoom In

Zoom out of shared document


Zoom Out

Move around zoomed-in document


Hand

Save document and on-screen annotations to PDF file


Save to PDF
Prompt user to save to his VeriShow account content, allow participants to save to
pdf

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Participants Window
All session participants are displayed in the Participant Window. From this window
the host can easily transfer session control to other participants.

 To transfer control to another session participant, click on the arrow next to


their name and select Transfer control.
 To remove a participant from a session, click on the arrow next to their name,
and select Remove from the session from session.
 To regain control of the session, click on the arrow next to your name and select
Regain control.

Audio/Video Window
When starting an online session your Audio/Video window is populated with your
Personal Profile photo. This is replaced with your video stream once your video has
started.

Tip: Configure your Audio/Video settings prior to


inviting others to join your session. Make sure that
everything is working and only then initiate
contact.

Chat Window
In addition to audio/video you also have chat capabilities. Your chat includes a Chat
Translator menu option to have a multi-lingual online text chat via a real-time
translator. You need only to specify your preferred language, and all incoming chat
is translated into your language.

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Setting up your Audio/Video
Select the broadcasting method/s you wish to activate in the session: audio, video
or both; and click on the Start button. Note: Audio usage requires a headset.
Without the use of a headset, audio quality is severely impaired.
How do you utilize Audio/Video in your online session?

Video quality
Your video quality has been defaulted to Basic (low bandwidth). This is sufficient
for most video communication. If you know for certain that you and your
participants will both have high bandwidth then your video quality can be adjusted.
Note: Selecting Good quality impacts your data upstream. Uploading large
documents may require the greater part of your bandwidth and severely impair
your video broadcast. We suggest you lower your video quality or turn off your
video, until uploading files has finished.

Webinar mode
This mode of video should be used when the session is not of an interactive nature
but more of a training/teaching/presentation nature. In webinar mode participants
are not active during the session. The host may decide to open the session for
questions, to do so webinar mode should be turned off.

Video Call
Your default settings are to start both your audio and video broadcast in the
session. Click on to start your video transmission the call. You will be prompted to
select your camera and allow the Adobe Flash Player access to your selected
camera (this is only required once per session).

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Note: when utilizing video /audio transmission the audio transmission takes
preference over the video transmission. This means that if your bandwidth is not
wide enough to support both video and audio, it is likely that your audio quality will
remain good, whilst your video quality may freeze or seem slightly unstable. This
is expected and should not worry you.

Make sure is ticked and select Video Settings.


Select your camera Click allow to start video To end the broadcast
 transmit click stop

Audio Call
Make sure is ticked and select Audio Settings. You are required to allow
the Adobe Flash Player access to your microphone to support audio transmission
(this is required only once per session).
Click allow to start audio transmit To end the broadcast click
stop

Test your Webcam


If your audio/video is still not working after the above settings, use the Test
Webcam menu option to verify that that it is not the result of a hardware
configuration issue.
Go to Help > Test your Webcam and follow the instructions carefully.

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Hosting a session
When hosting an online session you control the session and may give hosting control
to other participants. A current session may have only a single host. The new host
can open new applications and controls the session until you regain control. keep

 The session’s host is presented by the

 A session’s participant is presented by


 To transfer control to another session participant, click on the arrow next to
their name and select Transfer control.
 To regain control of the session, click on the arrow next to your name and select
Regain control Select to take control back from a participant
 To remove a participant from a session, click on the arrow next to their name,
and select Remove from session.

What can your participants do in the session?


 All session participants can view shared applications, utilize the tools in the Tool
Bar to annotate on-screen material and when given control can co-edit
documents with you.
 Participants can use the live text chat (and even translate your chats to
different languages) in the Chat window to chat with each other.
 Collaboratively fill form with others

Inviting participants to join a session


To invite someone to join a session, for example a scheduled recruiting interview,
click the Invite button in the upper left corner of the screen.
The
followin
g pop-
up will
appear:

Invitation options
 Option 1 - You can send the displayed link via email, copy it to the clipboard,
paste it into your mail and send to the customer. If you are in an online chat with your
customer, you can paste the link chat area and when the customer clicks on the link
he will prompted to join the session.
 Option 2 - you can insert the customer’s email address in the Invitation mail
field and a formal invitation mail will be sent to the customer.

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How do others join a session?
Customers can join a session by clicking on the VeriShow Call Button embedded in your
web site or by responding to an invitation you have sent them (see above).
When your customer contacts you, you can receive one or all of the following
notifications: popup notification / text message /phone call, that your presence is
required. These notification methods are derived from your personal settings;

Controlling access to your online session

 Click Settings > Join Policy and select one of the following options, to control
how people join your session.
o Open door - allows anyone to join your session at all times;
o Single Guest - allows only a single participant to join your session,
o No More Guests – means you have that no one else can join this session.
Persons trying to access you session at this time, will receive the Off Hours
page.
 Click Settings > Show Accept/Reject if you want to monitor each person who
enters the session select this option. When a person request to join a session the
following popup will appear:

You as the host decide if the person can join your session.

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After Hours Handling
When you are not available for an online session and your customer tries to reach
you, the After Hours form is displayed. The customer may submit a request which
will then appear in your VeriShow Inbox.

VeriShow Inbox
Access your Inbox to see messages received when you were unavailable. Go to
Account Activity> Inbox

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Choosing an application
You are already familiar with the screen layout; now we can get acquainted with the
applications you can use within your online sessions.

Show, Share and Collaborate

Document Sharing
Uploading and sharing documents, in a wide range of file formats, has never been
simpler.

Click on the tab and choose Open File menu option. You can open
a file from one of the following sources:
 My Computer – upload and annotate any file type from your computer
 My Account - share and annotate document of all types that have been pre-
loaded into your VeriShow Account
 My Google Docs – login to your Google Docs account and upload your
documents from there
 URL - Access documents that are saved on your external servers via a URL
 Company files – we will import your company files based on a predefined XML
template that we can provide. These can then be accesses in the session.

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Select a file from one of the above sources and click on the Open button. Once the
file is uploaded, you can share it with the other session participants.

My Computer URL

My Account My Google Docs

All session participants can utilize the variety of tools in the VeriShow Tool Bar to
annotate the shared file.
When you have finished working on the shared document, you can save it with the

annotations to a PDF file by clicking on the Save to PDF button in the Tool Bar.

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Document Co-editing
You and the other session participants can co-edit Microsoft Word or plain text
documents together. Each participant has full access to the document and can edit
what he sees, when given control.
Note: The capability to co-edit Word documents is for textual documents only.
Graphics are not currently supported.

Select the Document Co-Editing menu option.


A blank page with the Co-edit tool bar is displayed.

The tool bar is as similar to the Microsoft Word tool bar and behaves in the same
fashion.
All session participants can view each other’s contributions in real-time; and easily
monitor their location and actions in the text file.

When a participant is typing, all the others will see

When the status bar is participants are free to add


their edits. These status bars have been put in place to warrant that edits are not
overwritten.
When you have completed your work, you can save the file in a Word (.doc,.docx) or
text format.

Draw diagrams and flowcharts using Whiteboards

Select the Whiteboard menu option.


For a quick brainstorming session with a participant use the freehand whiteboard
application.
This allows you and your participants to draw diagrams flowcharts and even save
them to PDf’s for later use – sort of like your whiteboards with the printing
functionality.

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Screen Sharing
Share your computer screen with other participants. When activated your
participants see exactly what you see. This in no way provides remote access to
your computer, it is view access only.
Note: This utility on Mac is available only for Safari and Chrome.

Select the Screen Sharing menu option. You will be prompted to allow Java
to run on your machine:

Click run. You are notified that Screen Sharing is in progress.

You can navigate to any open window on your computer until you exit screen
sharing session participants can view any screens that you are viewing.
Note: the in progress update, this displays the synchronization percentage with
other participants. This will constantly change when you are “moving around” on
your computer.
When activating another VeriShow application, your Screen Sharing is put on hold.
To resume Screen Sharing re-click the Screen Sharing tab.

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Screen Capture
To take snapshots of your computer screen and then review with other participants,
use Screen Capture.

Select the Screen Capture menu option. You will be prompted to allow Java
to run on your machine.
Note: This utility on Mac is available only for Safari and Chrome.

Click run. You are notified that Screen Capture is in progress.

You can navigate to any open screen and click on the Capture screen button. This
will upload the captured screen in a new application tab in the session.

After each screen capture you are prompted to click on the OK button to return to
the session.

Click on the Exit button to end the Capture screen application and return to the
session.

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Use a 2nd camera

Select the 2nd Camera menu option.


You can use an external camera and transmit its output within the VeriShow session
if your business requires real-time video streaming or on the spot camera snapshots.
Note: To use an external camera, you must 1st make sure your camera is installed
properly. Make sure this is done prior to opening the application; otherwise it will
not be fully recognized by the flash player that supports this broadcast and may not
work.

Click on to verify/change your camera selection and its settings.

Note: Due to an Apple limitation, two cameras can work in parallel only if
the 2nd camera is connected via FireWire.
Select the camera from the drop down box and make sure the rest of the setting
correspond with your video needs. We provide our recommended settings but these
may differ per camera.

Click on to initiate the broadcast. At this point, if you have not


activated a camera/video in this session, you will be prompted to allow Adobe Flash
to access your camera. Click on the allow to continue. (This is required only once per
session)

Click on if you wish to share and annotate a snapshot of a video


frame, button. This will freeze the video and take a snapshot of what is being
transmitted. You can then annotate and save to a pdf.

Click on to resume your broadcast.

2nd Camera Hardware Recommendations


We recommend the use of any type of Document Camera. The following was
retrieved from "http://en.wikipedia.org/wiki/Document_camera"
Document cameras, also known as visual presenters, digital visualizers, ("visualisers" in the United
Kingdom) digital overheads, and docucams, are real-time image capture devices for displaying an
object to a large audience. They are, in essence, high-resolution web cams, mounted on arms so as to

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facilitate their placement over a page. This allows a teacher, lecturer or presenter to write on a sheet of
paper or to display a two or three-dimensional object while the audience watches.
Document cameras are typically used in classrooms or scientific presentations and connected to video
projectors. They replaced overhead projectors, which were formerly used for this purpose. Most
document cameras can also send a video signal to a computer via USB cable. More commonly these
days document cameras will also be connected to an interactive whiteboard (like a Smartboard,
Activboard or other brands)instead of a standard screen.
Many portable document cameras incorporate a flexible gooseneck design for ease of use, and some are
capable of high-definition display. High-definition document cameras include an HDMI output port.
Most document cameras can also be supplied with an accessory so that they can be used with a
microscope.
Visit The Visualiser Forum http://www.visualiserforum.org
As of 2008, the most economical document cameras capture XGA resolution images of 1024×768
pixels. Document cameras that capture SXGA images capture a resolution of 1280×1024 which equates
to 66% more pixels than XGA images. Higher resolution images contain more (smaller) pixels and
provide sharper detail. UXGA is considered high-definition and equates to 1920×1080 pixels.

Collaborative form filling

Upload Forms
Forms that will be used in a collaboration session can be uploaded from your local
machine or from your Account Content Forms Library. See Managing Electronic
Forms pg.46

Collaboratively fill an application form


How do you load an interactive electronic form in the session?

From the choose Open Form menu option

 My Computer to upload blank or filled forms saved on your local computer


 My Account – Blank Forms – to access standard account form templates that
are frequently filled with customers
 My Account – Filled Forms – to access filled forms that are “work in progress”
Once you have uploaded the form you can invite your applicant to
collaboratively fill the form by using one of the invitation options.

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Electronic Signature
If the form requires electronic signature, the applicant must scroll to the Sign Box,
click on the Sign Box check box and sign in the designated field. This action will
pull the applicants IP address into the form. The signed form can be saved and
printed as such.

Saving filled forms


 Forms that are still being worked on can be saved locally or in your
VeriShow account and worked on at a later date. Make sure and save the form
in your account under the applicant’s name (customer name).
 Filled forms can be saved as in your account or as a PDF on your local
machine. In both cases a filled form can be re-opened for future work when
needed.
Note: Forms with electronic signatures should be saved as PDF’s to keep the valid
signature. When saved within your account, the signature is not kept on file.

Saving a filled form on your local computer

To save the filled form on your local machine, click on the PDF icon in the
application tool bar. The form can be reopened for further editing if required.

Saving a filled form in your account

Click on button in the Tool Bar.


In order to save forms in your account the forms must be associated to the
applicant. The VeriShow Forms directory is subdivided into Customer Directories.
Applicants can be associated with a Customer (that has many applicants) or the
applicant is the actual customer.
When saving the form you will be prompted to add a description/name for the filled
form and also select a customer or create a new one, if the customer has yet to
have been defined, under which the form will be cataloged.
When selecting the New Customer option, you will be prompted for your
customer’s details, enter them and save. The form will be saved under a
corresponding Customer Directory.

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Explore and Browse Together
Google TM Maps and YouTube TM video clips can also be shared, reviewed and
annotated during a session...

Google Maps

Select the Google Maps™ menu option to upload, share and annotate on
Google Maps.
Once Google Maps™ has loaded, all session participants will be able to view the
screen; and the application will function as normal (search, zoom, drag etc.). Use the
application tool bar to annotate and change map locations.

To annotate the map click on the pen button in the Tool Bar; to return to the map
tool, click on the button.
To allow other session participants to control the map, transfer control to them by
clicking on the arrow next to their name in the Participant Window and select
Transfer control.
All on-screen annotations can be cleared by clicking on the Clear button in the Tool
Bar.
When you have completed working on the shared map, you can save an image of
the map with the annotations by clicking on the .

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YouTube videos

Select the You Tube™ menu option, to upload, share and annotate on You
Tube™ videos.
Once the YouTube™ screen appears, you can enter the specific You Tube™ URL
into the box at the top of the screen, or search the You Tube™ website using the
Search options at the bottom of the screen.
When the YouTube ™ video has loaded, all session participants will be able to view
it; and it will function as normal (pause/play, stop etc.).

All session participants can access and utilize a variety of tools to annotate the
shared video clip on-screen.

Miscellaneous
VeriShow provides a number of miscellaneous applications to use at your leisure.
These may easily enhance your online session and add that little extra value that
goes a long way. We will elaborate on two of these applications: Chat translator and
Google Docs™ .

Google Doc™

Select the Google Docs™ menu option to upload, share and annotate on
documents maintained in Google Docs™
You will be prompted to login to your Google account. Once logged in your Google
Docs™ directory will be displayed. Double click on a document in the list to open it
in the shared session.

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5) ACCOUNT MANAGMENT

Account Activity
Monitor your account activity; see After-Hours requests in your Inbox, view your
online sessions activities and follow up on your billing statements.

Inbox
View messages sent to you by customers when you were not available to join a
session. This allows you to be proactive and contact customers to provide better
service.

You can also export the results to an Excel file for reporting purposes.

Session History
You can view the history of all your online sessions. If you are an Account Admin (not
for free accounts) you can view session of all your live reps, who participated in the
session and what activities occurred (applications were used) during the session.

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Incoming Request Queue
To view incoming requests for online sessions, select this option. To join a specific
session, click on the Join Session link. This will open the online session where the
customer is waiting. Once you join you can take control as the host.

Active Sessions
Show all your accounts’ current sessions. You can also view a specific Live Rep’s
active session.

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Billing Report
Show your payments. This is not available on free accounts

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Account Admin
The Account Admin tab provides the functionality required to setup and manage
your account details.

Your Personal Profile


Use this option to update the following: VeriShow password, personal contact info.
Add a personal touch to your account by adding: your profile photo, and the default
settings for your Join policy and notification requirements.
• Join Policy: this defines how your customers join your session. Open door
provides access to all customers, to your online session, at any time (this is
the default); Only one will allow access to a single customer in an online
session
• Notifications: Set your default notification method. Make sure to check which
method you prefer, you can utilize them all, and the associated mail address
or phone number that is to be notified.

Account Profile
You can update your account’s Logo and wallpaper:
 Account Logo: this is the logo that appears on your Invitation Web Pages.
Upload and view the gif on the page.
 Account Wall Paper: This appears as a background in the applications window
and is visible to your customers when they are waiting for you, their host, to
load documents into the session.

Join a Session Page


You can customize the “Join” page that the user sees when invited to a session.

The slogan text is replaced with your company logo.

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Fill-Form Invitation Page
You can customize the Join web page that is displayed to a customer that is invited
to fill a form. See Manage Customer Forms to learn how to assign customer forms
and send an invitation.
Note: This option is not available on free accounts.

The above text is the system’s default. The customer name and the Customer Rep’s
names are populated automatically. You modify this text to suite your personal
requirements.

Manage Live Reps


Use this option to define your Reps (customer representatives). This option is
available for Account Administrators only. Note: the Profile details mentioned in
Your Personal Profile section is relevant to your Rep’s profile.

 To upload reps in bulk, click on the Load Live Reps from csv file. We
provide a predefined template for loading the reps.
 To update your Live Rep’s profile, click on Details.

 To Delete a Live Rep click


Note: the number of Seats (VeriShow licenses you have purchased and utilized is
displayed on

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White Labeling
Modify the look and feel of your VeriShow platform implementation. This includes
the background colors, font colors your page logo and tag line. Note: This option is
available for White Labeled accounts only.
The Account Admin can customize the following:

 Images
o Logo image (upload gif. It always positioned in the same location)

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o Start button (& Start Button mouse over)
 Text color & Alignment
o Tag text and text color
o Left side navigation (menu) - Text color, and mouse over and selected
option
 Background colors
o Web Site Background color
Note: White labeling also includes your own private Login Page. The login url is of
you own choosing (choose your domain) and the page that appears will replace the
VeriShow Home Page. We will gladly design this for you and customize it to
correspond with your website’s colors and include background graphics that you
may choose to include.

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Billing Setup
Use this menu option to change the number of licenses you wish to purchase,
change your billing info (credit card info) or if needed Cancel your subscription.

 To change the number of seats/licenses you wish to support, click on the change
link, fill in your request and submit the form. We will contact you for further
details.

 To change your credit card info or cancel your subscription, click on the
corresponding links; you will be transported to Plimus, which provides the
secure billing platform we provide for our customers.

Click Submit to Login. No need to enter your username/password they are populated
for you.

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The following screen is displayed:

 Click on the Manage Cards to change/add a credit card to your account


 Click on Cancel to Cancel your subscription

Account Content

Manage Documents
VeriShow provides the capability to share documents in online storage for quick
access during your online sessions. Your online storage is limited in space. Use it
wisely for larger documents that require excessive upload time and that are
accessed frequently.
Click on Manage Documents to start uploading documents into your account
library.
• Click on the Choose to select the document you wish to upload from your
computer and enter a description of the file for easy reference.
• Click on Select to select the folder (directory) where you want to store the
uploaded file. If the folder does not exist, click on New Folder, enter the
folder name and click Ok.
Once created, make sure and select the new folder you created and click Ok.
• Once you have chosen the file you wish to upload and selected the target
folder, click Upload to initiate file upload. A progress bar displays the
uploading status. Once uploaded, the file will appear in the created folder and
your document quota is updated.
• You can now access this file from within an online session. Start Session>
New> Open File>My account>

Manage Videos
Click on Manage Video to upload videos into your company account, for quick and
easy access during your online session.

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Note: Your video quota is displayed on the screen.
Browse your video sources, insert a description and click upload.

To delete a video click on .


You can now access these videos from within the VeriShow application. Start
Session> Share Files >My Account >My Videos.

Manage Electronic Forms


Click on Manage Electronic Forms to manage your Form templates. These are
blank forms that you can send to a customer to fill or collaborate in an online
session and fill together with customers, and then file/save the filled forms under
Customer directories for easy access.

Click on New Form and the VeriShow Form Builder is activated.


To create a new form based on a document template, click on Form and select New
Form from the menu list. Select and upload the file that will be used as your form’s
template.

If the uploaded file is already an interactive electronic PDF form, all defined input
fields are automatically converted to the VeriShow form format and manual
intervention is not required. However, you can adjust it if needed.
If you are using any other file type, it will be uploaded “as is” and can be used as a
template for the new form. You will have to manually add fields and overlay them in
the required positions using the template as the background for the form.

Note: The VeriShow Form Builder is an editing tool. We highly recommend that
your pdf forms be created/built with a dedicated robust form creating tool; for
example: Adobe PDF Forms or free web application like http://www.pdfescape.com/.
When requiring a quick change, edit the form using the VeriShow Form Builder.
Click New Form and select the form you want to upload for collaborative filling.

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To
ol
Pa
ne

Once the document is loaded, use the tools in the Tool pane to add fill-able fields to
form. Click on one of the field types: Check box, Text field or Sign box (for electronic
signatures), drag it placing it on top of a corresponding field or on a desired spot on
the page.
To save the form, click on Form and select Save from the menu list, enter the form
name and click OK.
To exit Form Builder, click on Form and select Exit from the menu list or just
close the window.

VeriShow Form Builder


The following is a short explanation on the available features.

Tab Order
Prior to adding fields, choose the required tab order the fields will be filled. This will
support left-to-right or right-to-left for right-to-left languages. You can use both
modes inside the same document. You can change the tab order at any time by
selecting the fields and setting the required tab order value.

Adding fields
Use the Drag Tools to add the following field types:

• Text field – one-line regular text

• Check box – boolean check box

• Sign box – electronic signature

To add one of the above fields


• Click on the one of the field buttons and drag it on to the form.
• Copy an existing field and drag it on to the form. Click on the field you want to
copy with the Ctrl key and drag to the required spot on the form.

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Editing/Filling Fields
• You can drag a field on the form by clicking on the .

• You can fill a field as you are building the form by clicking on .

• To align a field you have added, select it and use the arrow keys on your
keyboard to manipulate the alignment.

• To resize the field, select it and stretch its left or right border. Note that you
cannot change the field’s height, only width can be adjusted.

• To delete a field, select it and press Delete button on the keyboard.

Change the form Background


You can change the form background at any time, even when working on the form.
This means, you want to use another document as a background along with already
set fields. To do so, click on Form and select Change Background from the menu
list.

Edit an existing form


To edit the existing form click on Edit link in the Manage Electronic Form Page
The selected form will be uploaded in a new browser window. You can edit the form
data using the tools on the tools panel, - add or remove fields, change or fill in fields,
change background.

Copy an existing form


To copy an existing form, click on Copy link. Provide a name for the new form and
click on Copy Form.

Delete an existing form


To delete an existing form, click on Delete button. The form will be deleted from
your account.

Save form backgrounds


You can save the background of the original file or save background as PDF on your
local computer. To do so, click on Form and select Download Background or
Download Background as PDF from the menu list

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Manage Customers’ Forms
You can send customers forms to fill, prior to actually collaborating on them in an
online session. To do so, forms must be associated to the customer. After the
customer fills the form and saves it, the filled form is always associated with the
defined customer.
To define the above mentioned customers, use the Manage Customers Forms
menu option.

The following functionality is available:


• Click Details to edit your customer details or Create new customer to define a
new one
• Click on the Delete to delete a customer. You will be prompted to authorize
this action
• Click Customer forms to manage the customer’s forms, Send invitations to
customers asking them to fill in a form, upload and associate a form to the
customer.

Create/Update Customer Details


Enter or update the customer’s personal details and submit. Only the customer’s
first and last names are mandatory. Enter data and Submit.

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Manage Customer Forms
You can add new forms, delete existing forms, fill forms for the customer, send your
customer a form to fill.

 Select a form your Account Forms drop down add a Customer specific
description and Click Add to associate the template to the customer.
 Click Fill to fill a form prior to sending it to the customer to fill (or collaborating
on it in the session). You can fill in the fields known to you (for example a CPA
may update calculated taxes and update the form) and leave the rest for the
customer to fill.
o Click Save to save the filled form within Customer’s forms
o Click Save to PDF to save the filled form on your local machine
 Click Email form to send your customer an email with instructions on how to fill
the form:

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 The customer will view the following web page when clicking on the email link:

Note: The above invitation web page can be customized via the Form-Fill
Invitation Page setup option.
When the customer clicks on Start filling the form the customer is entered
into an online session with the form automatically uploaded. Once filled, the
customer can save the form. The form is saved within Customers’ forms
described above.

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APPENDIX – SUPPORTED BUSINESS
PROCESSES
The following Business Process Flows are supported within VeriShow:

 Live Reps/Experts initiate the meeting


(shows a kitchen schema)

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 Live Reps/Experts initiate the meeting (fill electronic form)

 Customer initiates meeting from your website (call centre)

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 Customer initiates meeting from your website (request queue)

 Customer initiates meeting from a document (call centre)

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 Customer initiates meeting from a document (request queue)

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