Doxy Screen Share Instructions

Step 1: Host Login & Participant Preparation

Log in to doxy.me.

Have the participant go to whateverwebsite.com to download or open the required material, which may include:

• Document or Excel spreadsheet
• Website
• Microsoft Word, Excel, or Outlook
• Camera
• FileZilla
• Any required application

Step 2: Participant Check-In

The participant opens a new browser window and goes to whateverwebsitethatisaytakesthemtodoxy.

They enter their full name and click Check In.

If prompted, have them scroll to the bottom of the screen and choose one of the following:

• Give access to camera and mic
• Continue without access (they may need to click this twice for it to work)

Step 3: Start Audio

On my side, initiate the audio (or video) call.

Step 4: Request Screen Share

On my side click REQUEST [Participant Name] SCREEN.

Step 5: Participant Shares Screen

The participant clicks Share My Screen.

Step 6: Screen Selection Options

The participant chooses one of the following options:

• Browser Tab
  Chrome, Edge, or Brave tab, then select the specific webpage to share.
• Window
  Scroll if necessary and select:
  • Word document
  • Excel file
  • Camera
  • FileZilla
  • Any open application
• Entire Screen
  Select the entire window.

Step 7: Recording Authorization

If the employees company requests a recording of the assessment, explicitly obtain authorization to record the screen.

Once authorization is received, begin recording. Save the recording as "Before Training Assessment" or "After Training Assessment"

Step 8: Changing the Shared Content

If the participant wants to share a new item with me, (website, Word document, Excel file, FileZilla, camera, etc.):

• Stop the current screen share
• Restart the screen share
• The participant selects the new webpage or application

Final Confirmation

Confirm whether screen recording authorization was granted or declined.

Stop screen share. Log off of Doxy. If authorized, share video with clients employer.