- Overview of Cisco WebEx Meetings
- Signing In to WebEx Assistant
- Selecting Audio and Meet Now Options
- Joining a Meeting
- Starting or Scheduling a Meeting
- Scheduling WebEx Meetings with Microsoft Outlook
- Managing Your Meeting
- Managing Meeting Recordings
- Sending and Receiving Video
- Sharing Files and Whiteboards
- Polling Attendees
- Transferring and Downloading Files During a Meeting
- Managing and Taking Notes
- Accessibility
- Troubleshooting
Cisco WebEx Meetings Server User Guide Release 2.0
- Updated:
- November 19, 2017
Chapter: Managing and Taking Notes
Contents
- Managing and Taking Notes
- About Taking Notes
- Taking Personal Notes
- Taking Public Notes (Meeting Minutes)
- Saving Notes to a File
- Specifying Note-Taking Options (Windows)
- Specifying Note-Taking Options (Mac)
- Designating a Note Taker (Windows)
- Designating a Note Taker (Mac)
- Enabling Closed Captions
- Designating a Closed Captionist
- Providing Closed Captions
Managing and Taking Notes
When scheduling a meeting, the host can specify the default note-taking options that take effect once the meeting starts. During a meeting, the presenter can change the default note-taking options at any time.
About Taking Notes
During a meeting, one or more meeting participants with access to the notes feature can take notes on the Notes or Closed Caption panel in the meeting window. Only one participant performs closed captioning.
If all participants are allowed to take notes, they cannot publish their notes to others during the meeting. However, participants can save their notes at any time during the meeting.
The meeting host can select the single note taker during the meeting. A single note taker can publish notes at any time during the meeting or send a meeting transcript containing the notes to all participants.
If needed, the host can also select a closed captionist. A closed captionist can publish captions in real-time during the meeting and can also send a transcript containing the captions to all participants.
- Taking Personal Notes
- Taking Public Notes (Meeting Minutes)
- Saving Notes to a File
- Specifying Note-Taking Options (Windows)
- Specifying Note-Taking Options (Mac)
- Designating a Note Taker (Windows)
- Designating a Note Taker (Mac)
Taking Personal Notes
If the meeting host or presenter has selected the option to allow participants to take personal notes, you can type your notes on the Notes panel in the meeting window.
Taking Public Notes (Meeting Minutes)
If the meeting host has designated you as the single note taker for a meeting, you can type notes on the Notes panel in your meeting window. Your notes are not visible to other meeting participants until you publish them. You can publish your notes at any time during the meeting.
Saving Notes to a File
If you are taking personal or public notes (meeting minutes) or closed captions during a meeting you can save your notes or closed captions to a text file on your computer. You can also save any notes or closed captions that another note taker or closed captionist publishes on your Notes or Closed Caption panel.
Once you save new notes to a file, you can save changes to the notes or save a copy of the notes to another file.
Saving New Notes
On the Notes or Closed Caption panel, click Save.
The Save Notes As dialog box appears.
Choose a location at which to save the file.
Type a name for the file.
Select Save.
WebEx saves the file at the location you chose. Its file name has a .txt extension.
Saving Changes to Notes
On the Notes or Closed Caption panel, click Save.
WebEx saves the file at the location you chose. Its file name has a .txt extension.
Saving a Copy of Notes to Another File
In the meeting window, select File > Save As, and then choose Notes.
The Save Notes As dialog box appears.
Do either or both:
Select Save.
WebEx saves the file at the location you chose. Its file name has a .txt extension.
 Tip | Alternatively, you can save all of the following meeting information to files at once:
To save all information at once, select File > Save All. In this case, the files are saved under their default file names. If you have already saved a file using another name, it is not overwritten. |
Specifying Note-Taking Options (Windows)
Specifying Note-Taking Options (Mac)
| Step 1 | On the Meeting Center menu, select Preferences. | ||
| Step 2 | Select Tools. | ||
| Step 3 | Select the note-taking option you want and click OK.
|
Designating a Note Taker (Windows)
If the single note taker or closed captions option is set for a meeting, you can designate any participant or closed captionist to be the note taker. You can set the notes option when scheduling a meeting. Alternatively, a presenter can set the notes option during a meeting.
| Step 1 | On the Participants panel, select the participant you want to designate as note taker. | ||
| Step 2 | Right-click and then select Change Role To > Note Taker. A pencil indicator appears to the right of the participant's name in the participant list.
|
Designating a Note Taker (Mac)
If the single note taker or closed captions option is set for a meeting, you can designate any participant or closed captionist to be the note taker. You can set the notes option when scheduling a meeting. Alternatively, a presenter can set the notes option during a meeting.
| Step 1 | On the Participants panel, select the participant you want to designate as note taker. | ||
| Step 2 | Select ctrl and then click; then select Change Role To > Note Taker. A pencil indicator appears to the right of the participant's name in the participant list.
|
Enabling Closed Captions
You can easily select the option for closed captions and appoint a participant to transcribe the closed captions.
| Step 1 | Do one of the following: | ||
| Step 2 | To turn the closed captioning option on or off, check or uncheck Enable Closed Captioning.
|
Designating a Closed Captionist
The closed caption option must be enabled before you can complete this task.
| Step 1 | In the participant list, select the participant you want to designate as a closed captionist. |
| Step 2 | Do one of the following:
A closed caption indicator appears next to the participant's name in the participant list. |
Providing Closed Captions
If the meeting host has designated you as the closed captionist for a meeting, you can type captions on the Closed Captions panel in your meeting window. To type captions, you can use either a standard keyboard, or a steno keyboard and machine translation software.
Your captions are visible to other meeting participants in real-time, one line at a time. You can also send your captions in a meeting transcript to all participants.
Make sure that closed captions are enabled.