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Using the telehealth whiteboard

Navami
Updated

Our whiteboard feature allows users to share an interactive whiteboard with other participants, either for individual work or group collaboration.

There are 7 tools available in the left panel when sharing a whiteboard. In this guide, we'll cover:

Select

  • The Select tool allows a user to select and deselect any object, drawing, or text on the whiteboard, and move, rotate, or delete it from view

Whiteboard with an object selected, showing selection handles and controls for moving, rotating, or deleting the item.

  • To rotate, click and drag the arrow icon in the top left corner of the object once you've selected the object in question
  • To delete an item, click on the object and click the trash can icon or hit Delete/Backspace on your keyboard

Draw

  • The Draw tool allows telehealth participants to use their cursor to draw, write, or highlight on the whiteboard
  • To change the Draw tool from write to highlight, click Highlight

Whiteboard highlighting mode enabled, showing a translucent highlight drawn on the board.

  • To change the diameter of the Draw tool, click Thick, Medium, or Thin

Draw tool thickness options displayed, with the Medium option selected.

  • To change the Draw tool color, click one of the 6 options

Color palette for the Draw tool showing six available color options.

Type

  • The Type tool allows users to type out words
  • To change the text size, click Small, Normal, Large, or XL

Text size options for the Type tool, with the XL size selected.

  • To change the text color, click one of the 6 options

Color palette for the Type tool showing six available text color options.

Shapes

  • The Shapes tool allows users to add 6 different shapes to the whiteboard

Shapes tool panel displaying six available shape options for the whiteboard.

Stickers

  • The Stickers tool allows users to add 9 different stickers to the whiteboard

Stickers tool panel showing nine available sticker options.

  • Use the Select tool to select, move, delete, or change the size of the sticker

Vanishing pen

  • The Vanishing pen tool allows users to quickly highlight an area on the whiteboard

Animated demonstration of the vanishing pen highlighting an area on the whiteboard and fading away.

Insert file

  • The Insert file tool allows a user to upload a JPEG, PDF, or PNG file to the whiteboard
    • The inserted file can be up to 1.5 MB in size

Insert file tool showing an uploaded document placed on the whiteboard.

  • Use the Select tool to select, move, delete, or change the size of the file

Select tool active on an inserted file, showing resize and selection handles.

Unlocking a whiteboard

When sharing a whiteboard, it’ll be locked by default as indicated in the top left corner. 

Whiteboard interface showing a Locked status indicator in the top left corner.

The Locked state indicates that only you have access to edit the board. To unlock the board and allow all participants to use the 4 tools, click Locked. As the clinician, only you can re-lock or clear the board. To re-lock, click Unlocked in the top left corner.

Saving a whiteboard

To save a whiteboard you've created:

  • In the top left corner, click Save

Save button selected in the top left corner of the whiteboard interface.

  • Review the modal that pops up
  • Click Got it

This will create a JPEG file in your Downloads folder for future reference. Once you stop sharing a whiteboard, you can't recover it, so make sure to save before you stop sharing.

Tip: You’ll have the option to hide or show self view and participants, as well as access chat while using the whiteboard. The controls for these features will appear when you move your cursor within the telehealth window.

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