For any questions pertaining to the topics below, please use the drop-down menus for step-by-step instructions
To start or schedule a Zoom call:
- Open the Zoom app on your device or go to zoom.us and sign in.
- Once you are logged in, you will see the main options on the screen.
- You can choose either to start a new meeting or schedule one.
- Once the meeting starts, go to Participants > Invite to share the meeting link.
- Verify that you are in an active zoom meeting
- Only the host/co-host has the option of screen sharing
- At the bottom of the screen, click on the Share option
- Then choose how you want your screen to be displayed to your audience
- Click Share.
- The host can allow others to share their screens
- Click the arrow (^) next to the Share Screen button
- Click Advanced Sharing Options
- Under “Who can share?” , select: All Participants
When you first join a meeting, you’ll be given the option to choose an audio device and a camera. Use the drop-down menus to select the desired audio and video setup from the available devices. Once you’re in a meeting, those options are at the bottom left.
- Verify that you are signed in to your zoom account.
- Click Meetings at the top of the screen in between the Home and Team Chat buttons
- Create a new meeting by clicking the “+” then Create Event
- Under Meeting ID click Personal Meeting ID then create your own passcode under Meeting Security
- If the meeting already exists, select the three dots on the bottom right of the meeting square then click Edit
- Under Meeting Security, you can set or change a password, and enable or disable a waiting room
- On the UM Foundation start page, under Request Systems, click on UMF IT Requests. This will take you SolarWinds
- Click on the “+” in between the magnifying glass and Actions buttons in the top right to create a new ticket
- Create an accurate title and and brief description of your issue.
- Set your category to which of the following apply to your issue: Data Feed, Giving Link, Help Desk, Report, Security, User Account, Website Update, Other
- If you know specifically who should handle the issue, you can click under Group Assignment and Department to assign it
- Click on Priority and select the level that pertains to the issue, Low being least important and Critical meaning it needs to be seen immediately
- Click Create
- The more information given, the better the issue can be assessed
We need your name, your email, where you’re located, and an explanation of the issue so that we can take a look at it without immediately having to reach out to you.
Under the Category dropdown in New Ticket, select Giving Link.
How do I share an Excel file with editing permissions?
- Open the Excel file in the Excel App or in your browser
- Click “Share” in the top-right corner
- Enter the email addresses of who you want to share with in the pop-up box
- Click the drop-down icon to the right of the email search to change editing permissions
- Add a message (optional) then click “Send” or copy the link to share
- Open the Word Document in the Word App or in your browser
- Click “Share” in the top-right corner
- Enter the email addresses of who you want to share with in the pop-up box
- Click the eye drop-down icon to the right of the email search to change editing permissions
- Add a message (optional) then click “Send” or copy the link to share
- Open the PowerPoint in the PowerPoint App or in your browser
- Click “Share” in the top-right corner
- Enter the email addresses of who you want to share with in the pop-up box
- Click the eye drop-down icon to the right of the email search to change editing permissions
- Add a message (optional) then click “Send” or copy the link to share
On the UM Foundation start page, under Information Systems, click on My Files.
You can access all Microsoft apps at umfoundation.com/login
- In the Outlook app, any added accounts will appear in the left sidebar, click on desired account
- On the web-version, click your profile icon in the top right then select Open another mailbox
- On the Outlook Mobile app, tap your profile icon in the top-left corner, then tap Settings at the bottom, go to Accounts under General then tap Add Account.
- Open Outlook desktop app.
- Go to the calendar view by clicking on the calendar icon (left-side bar).
- In calendar view, on the left side, you’ll see a list of calendars (“My Calendars”, “Shared Calendars”, “Other Calendars”).
- Click the calendar you want to use: your personal calendar is the one named Calendars under My Calendars, shared calendars will appear under Shared Calendars if you’ve been given access to other calendars or group calendars you’ve added.
- Click New appointment or New meeting on the top or double-click a time slot on the calendar.
- Fill out the details and click Save & Close for appointments or Send for meetings.
If you’re using the Outlook desktop app:
- Open Outlook
- Go to File then Options.
- In the Mail tab, click Signatures.
- In the Email Signature tab, click New.
- Give your signature a name.
- Type your signature content in the box below.
- Set default signatures for new messages and replies/forwards (optional).
If you’re using the web version:
-
- Go to Outlook on the web and sign in.
- Click the Settings in the top-right corner.
- Click Accounts from the left sidebar.
- Select Signatures.
- Enter a name for your signature in the first box.
- Type the actual signature content in the box below.
- Click Save when you’re done.
If you’re using the mobile app version:
- Open the Outlook app.
- Tap your profile icon in the top-left corner.
- Go to Settings (at the bottom).
- Tap Signature.
- By default, you’ll see a signature such as “Get Outlook for iOS.” You can replace this text with any signature you prefer.
Example Signature:
If you’re using Outlook desktop app:
- Open Outlook.
- Go to File (top-left).
- Click Automatic Replies.
- From the pop-up window, choose ‘Send automatic replies‘.
- Optionally, check ‘Only send during this time range’ and set start/end times.
- Type your message in the text box
1. Use the Inside My Organization tab for coworkers.
2. Use the Outside My Organization tab for external contacts. - Click OK.
If you’re using the web version:
- Go to outlook.office.com and sign-in.
- Click the Settings icon in the top right.
- Go to Account > Automatic Replies.
- Turn on automatic replies.
- Set a time range (optional) and type your message.
- Choose whether replies go to external contacts.
- Click Save.
If you’re using the mobile app:
- Open the Outlook app.
- Tap your profile icon in the top-left.
- Go to Settings (gear icon) at the bottom of the page.
- Under Quick Settings, select Automatic Replies.
- Turn it on, set time range if needed, and enter your message.
- Tap the checkmark or Save.