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Installing Productivity Tools

Note: if you have a previous version of Productivity Tools, you have to uninstall it before installing the new version.

You may also have to close applications, such as Microsoft Outlook and any browsers, before installing the new version of Productivity Tools. Those applications must be started up again and you may have to sign in before seeing the new interface.

  1.  Log in to your Webex site and select ‘Meeting Centre’ tab.
  2.  In the left-hand column, click ‘Support’, then ‘Downloads’.
  3. Click ‘Webex Productivity Tools’.
  4. Select ‘Windows’ or ‘Mac’, then ‘Download’.
  5.  If using Internet Explorer, click ‘Run’ in the pop-up box at the bottom. The download will begin. If using another browser, you may have to take different steps to start the download.
  6. Once downloaded, double-click to start the installation. The installation wizard will guide you through the installation process. Accept the user license and select the required setup. Confirm the installation destination, then click ‘Install’. Once the installation is complete, click ‘Finish’ to close the wizard.
  7. Restart your Office suite or any single Office program if opened.
  8. Continue to ‘Setting Up Webex Productivity Tools’ instructions below.

Tip: Productivity Tools are associated with one Webex account at a time. If you want to use Productivity Tools with another Webex account, the software will need to be uninstalled and reinstalled with the new account.

Setting up Webex Productivity Tools

Tip: When you logged in to your Webex service for the first time, you needed to change the one-time password you received in your welcome email. This must be done prior to setting up and using Productivity Tools. If you haven’t done this, you may see a message telling you to first log in to your account to use this function. Click ‘OK’ to log in and try again.

  1. To set up Webex Productivity Tools or to verify your settings, open the ‘Preferences’ box, using one of the following options:
  • select ‘Webex Productivity Tools’ > ‘Preferences’ from the ‘Startmenu
  • from the Webex Productivity Tools panel, select the ‘Settings’ icon or if the Webex Productivity Tools panel isn’t already open, double-click the ‘Webex Productivity Tools’ icon on your desktop and from the Webex Productivity Tools panel, select the ‘Settings’ icon
  • in Microsoft Outlook, from the ‘Schedule Meeting’ menu, select ‘Preferences’.
  1. Under the ‘General’ tab, make any necessary changes
  • Account - confirm the Webex site URL and your username. Select ‘Change account’ (if available) to choose a different URL and account settings
  • Desktop - select which options you want enabled
  • Meetings - ’Meet Now’ settings - select ‘Editto specify the meeting information details and the audio connection settings. The ’My Webex’ tab of your Webex site appears
  1. Select ‘Apply’
  2.  Under the ‘Tools’ tab, select which programs will use Webex Productivity

  1. Select ‘Apply’
  2. Select ‘OK’.

Once configured, the Webex Productivity Tools icons will appear in your Outlook Toolbar, or in whichever application(s) you selected above. You’re now ready to start scheduling meetings using Productivity Tools.

Configuring and using Meet Now

Need to hold a meeting now? The ‘Meet Now’ command is a simple way to start instant meetings.

You can start instant meetings from your Webex site using the ‘Meet Now’ command. Or, if you have installed Productivity Tools and made them available in Microsoft Outlook, you can click the ‘Meet Now’ button in the Outlook toolbar.

By default, instant meetings that you start using the ’Meet Now’ command are in your Personal Room. If you don't want to use your Personal Room for instant meetings, turn off the ‘Use Personal Room for all my instant meetings’ option in the ’Meet Now’ settings section of your ‘Preferences’.

To configure Meet Now settings:

  1. log in to your Meeting Centre service site
  2. select ‘My Webex’, then click ‘Preferences’ in the left navigation menu. The ‘Preferences’ page appears
  3.  select ‘Meet Now Settings Set up’. The settings panel appears
  1.  specify your meeting information and audio connection settings
  2.  click ‘Save’ to save your settings.

Tip: You can start a meeting from the Meeting Centre tab of your Webex site by clicking ‘Host a Meeting’ > ‘Meet Now’ in the left navigation panel.

Uninstalling Productivity Tools

You can easily uninstall Productivity Tools at any time.

To uninstall Productivity Tools in Windows:

  1. click ‘Start’ > ‘All Programs’ > ‘Webex’ > ‘Productivity Tools’ > ‘Uninstall’. A prompt asks you to confirm that you want to uninstall Productivity Tools
  2. click ‘Yes’ to confirm. All Productivity Tools and shortcuts are removed from your computer.

To uninstall Productivity Tools from an Apple Mac:

  1. open ‘Finder’
  2. click on ‘Applications’, then open the ‘Webex’ > ‘Productivity Tools’ folder
  3. click ‘Uninstall’
  4. enter an administrator password if prompted
  5. the app will be uninstalled.

Help desk phone numbers

Please browse our guides and if you can't resolve your questions, contact one of our global helpdesk advisers.