Using your fingertip or the provided stylus, create drawings, share ideas, and annotate shared content. Collaboration has never been easier: send your whiteboards by email, share them during calls so everybody can work together, or save them to Webex spaces.




Some of the features covered in this article are not available on DX70 and DX80 devices.

Whiteboard basics

Tap the button on your touchscreen to open the whiteboard. If you've already got some whiteboards in progress, the latest one opens. If not, you'll get a new blank board. When the toolbars appear at the bottom, you're ready to go.

But first, let's look at what the buttons on the left-side toolbar are for:

Open

Open the list of whiteboards from your current session. Tap one to open it.

Create new whiteboard icon

New

Start a new, blank whiteboard.

Copy

Copy the open whiteboard to the whiteboard folder. Tap to find the copy and open it.

Delete

Delete the open whiteboard. The system will ask you to confirm. To delete another whiteboard from your current session, tap . Tap Delete on the whiteboard(s) you want to delete (or choose Select All). Tap the red checkmark and the system will ask you to confirm your choice.



Title

Enter a title for your whiteboard, or change the current title. The title you type in will appear in the top left corner of the board. Titles are only available when your device is running RoomOS 11.

When you're finished

Exit the whiteboard by swiping up from the bottom of the screen.

If you are on a shared device, you should clear the whiteboards for the next user: swipe from the right and tap End session at the bottom of the control panel. Read more about ending your whiteboarding session here.

Whiteboards: creating content

Creating content on your whiteboard is easy: just write and draw on the touchscreen with your fingertip or using the provided stylus. More than one person can work on a board at the same time. Pinch and zoom in (up to 3x) on the touchscreen, just like you do on your phone. To move around the whiteboard while you're zoomed in, press and swipe in the direction you want to move. To get an overview of the entire whiteboard, zoom out (up to 10x).

Let's take a look at what you can do, using the buttons on the middle toolbar at the bottom of your screen:



Undo/Redo

Undo/redo your last action(s).



Pen

Change the pen stroke. Tap to select the thickness: . Tap any of the colored buttons to pick a different color.



Shape Adjuster

The whiteboard can recognize basic shapes like squares, circles, triangles, rectangles, arrows, and curved lines as you draw them and will straighten edges and close small gaps in the outline for you. Either select the tool and draw a shape or draw your shape and hold the mouse button down for a second. The whiteboard detects your shape and adjusts it for you.



Selection tool

Tap the button and then press your finger on the whiteboard. Drag the selection frame across any objects on the whiteboard you want to select.

Move the selected objects as a group, or delete them all at once.



Eraser

Change your fingertip (or the stylus) to an eraser and rub out mistakes. The eraser removes entire objects and complete lines - you don't have to trace an entire drawing with your finger. To clear the whiteboard completely, tap the eraser twice and then tap Clear All.



Sticky Note

Add a sticky note to the whiteboard. Tap the button to get a soft keyboard. Type your text (up to 6 lines), choose a color and tap the checkmark to add the note to the board. Tap any note already on the board to change the color, edit the text or delete it. Press a note and drag with your finger to move it.



Shapes

Tap the button and select a ready-made shape. Click anywhere on your whiteboard to place the shape. A toolbar will come along with it and you can make the shape transparent, change its color, copy, or reposition it.

Active pen on Board Pro

Two people can draw or erase on a Board Pro at the same time with two active pens, or one active pen and one with their fingers. Hold the tip of the pen against the screen and press the top button on the pen. The pen's toolbar opens.



You can choose the line thickness and different colors. To erase, tap on the eraser icon or press the lower button on the pen. In the main color toolbar, A indicates the first active pen, B the second, and F indicates that someone else is drawing with their fingers.

Share a whiteboard in a call

You can share your whiteboard in a call, and the other participants can edit it from their device or from the Webex app. You'll see the avatar or device initials of the participant editing a shared whiteboard at any time.

Whiteboards created during a meeting are saved automatically in the Webex space you share with other participants during a Webex meeting, or joined by a paired Webex device.

1

During a call, swipe up from the bottom of the screen and tap whiteboard .

2

A new whiteboard opens and you can start drawing.

3

Tap Share. The whiteboard is shared live. Start working on it, or tap to start another new whiteboard during the call. You can also open other existing whiteboards and switch amongst them by tapping the button and selecting one.

4

Tap Stop sharing to stop others seeing your whiteboard.

5

When your call is over, tap Save to save your whiteboard to a new or existing Webex space.

Save and send whiteboards

If your device is already connected to the Webex app, open a space on it. The whiteboards you create in the current session will be saved automatically to that space, as snapshots in .png format. See these articles for more about opening a space on Board or Desk Series.

You can also create a new Webex space to save your whiteboards to, or save them to an existing space.


On DX70 or DX80, saving to new or existing spaces is possible only when the device is in shared mode.

To save whiteboards to a new or existing space:

1

Tap in your active whiteboard. Then either:

Select Create a new space. Rename the space and add recipients. Tap the arrow in the upper right corner. Select any additional whiteboards you want to save.

Or

Select Save to an existing space. Connect to the Webex app and open the space you want to save to. Select any additional whiteboards you want to save.

If you're a guest user on a personal device, you can only save to spaces the device owner is a member of. As a guest, you can't open any whiteboards from a space where the device owner is not a member.

2

Tap the checkmark in the corner. Your whiteboard(s) will be saved.

If you created a new space, it will open up in the Webex app.

To email the current whiteboard, tap at the bottom right corner. Or, tap and choose one or more whiteboards from the list. Enter email addresses or the name(s) of people in your directory. Edit the subject line, and tap the checkmark to send. Recipients will receive an email with the whiteboard(s) in .pdf-format.