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 only available on Desk Pro and Board Pro, and for Room Bar, Codec EQ, and Codec Pro (when a third-party touch screen is connected).

Whiteboard basics

Tap the button on the home screen 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 some basic whiteboard functionality:

Open

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

New

Tap More and then tap New Whiteboard to start a new, blank whiteboard.

Duplicate

Tap More and then tap Duplicate Whiteboard to copy the current whiteboard to the whiteboard folder.

Tap to find the copy and open it.

Delete

To delete your current whiteboard, tap . You'll be asked to confirm.

To delete another whiteboard from your current session, tap . Tap Select and then tap the whiteboard(s) you want to remove (or choose Select All). Tap the Delete button and the system will ask you to confirm your choice.
When you're finished

Exit the whiteboard by swiping up from the bottom of the screen and choosing a different app or the home screen.

If you are on a shared device, you should clear the whiteboards for the next user: tap Clean up on the home screen. 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 toolbar buttons at the bottom of your whiteboard:

Undo/Redo

Undo/redo your last action(s).

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.

Pen

Tap the pen and start drawing. Tapping the pen also opens a second toolbar where you can change the pen color and stroke thickness.

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.

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. Select a different tool to stop erasing.

Shapes

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

Text

Select the tool and click anywhere on your whiteboard to get an editable area where you can type and format text. Click on text you've already added to edit and re-format it as you work. If you're collaborating with people on other devices, your text shows up in real time so everyone can follow as you write it.

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 type. Tap anywhere outside the note to stick it, when you're finished. 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.

Emoji

Tap the button to select an emoji. Tap the whiteboard to place 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. To erase with the pen, press the lower button on the pen.

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 Cisco device.

1

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

2

The 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 the whiteboard is saved automatically for you.

Save a whiteboard to yourself

To save a whiteboard to yourself:

  1. Tap Save on the bottom right corner of your active whiteboard.

  2. Start typing your name and select yourself.

  3. Tap Edit in the next dialog and name the whiteboard. Tap the back arrow, and then Save.

The saved whiteboard will appear in your Webex app dashboard and on whiteboard.webex.com.

Save your whiteboard to a space

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 a whiteboard to a space:

1

Tap Save on the bottom right corner of your active whiteboard.

2

Tap Other save options.

3

In the next dialog choose to:

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

    Or

  • 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.

4

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.

Email your whiteboards

To email your whiteboard(s):

1

In your current whiteboard, tap More and choose Send to email.

2

Search for or type in a recipient email address:

3

Edit the subject line, add more recipients if you want, and tap the arrow in the top right corner to move on:

4

You can select more whiteboards to add to the email. Tap the arrow in the top right corner to send the email.

Recipients will receive an email with the whiteboard(s) in .pdf-format.