Use Annotations to Draw on the Remote Screen

Use annotation tools to guide customers through complex tasks and to train remote employees, reducing the number of call-backs and lowering training costs. Representatives are offered an interactive way of dealing with customers, reducing potentially frustrating situations and increasing customer satisfaction.

While in annotation mode you can still use your mouse to move or control items on the customer's desktop. Holding down the Shift key temporarily suspends annotation mode.

Enabling Annotations

Annotations icon

To start using Annotations, click on its icon.

 

Turning Annotations on

Clicking on any of the dropdown menu items turns the Annotations mode on. You can select from a number of tools to help you guide a customer through a series of steps, or to enhance a training session. The following tools and functions are available:

  • Virtual Pointer
  • Pen
  • Rectangle drawing tool
  • Ellipse drawing tool
  • Eraser
  • Undo
  • Clear
  • Red, Black, or White colors
  • Thin, Medium, or Thick line

 

Annotations Right Click Menu

You can select your tool from the Annotations dropdown menu, or by right-clicking inside the customer screen area. If you click on the areas outside of the customer screen, the dropdown menu does not display.

Annotations appear on the customer screen to draw attention to specific points of interest or highlight areas as needed.

 

Turn Off Annotations

To turn off Annotations, select No Tool from the dropdown menu, or click Esc.

All annotations are deleted from the customer's screen when the session terminates.

 

Annotations are also available during presentations. See Give a Presentation to Remote Attendees.