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Procore

Tutorials

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Background

While in Procore’s Meetings tool, users with the ability to edit and create meetings can create GoToMeeting meetings for both one-off meetings and recurring meetings. From the Meetings tool, users can log in to GoToMeeting which enables the Make it a GoToMeeting option. A GoToMeeting link for the meeting is automatically added to the Video Conferencing Link field. The GoToMeeting link can then be accessed by meeting attendees via web, iOS, and Android, as well as in any meeting PDFs and emails sent to the meeting attendees. Using GoToMeeting for video conferencing allows your team to visually share documents, discuss important updates, and check in regularly despite working from a different location or remotely.

Creating a GoToMeeting Video Conference in Procore

  1. Navigate to the project's Meetings tool.
  2. To create a new meeting, click Create Meeting.

create-meeting-button.png

  1. Under Meeting Information, fill in the relevant information for the new meeting.
  2. In the Video Conferencing Link field, click Log in to GoToMeeting. If you are already logged into your GoToMeeting account you can skip to Step 6. (Note: the Video Conferencing link will be a drop-down menu if you have access to more than one video conferencing tool.)

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  1. You will be prompted to log in to your GoToMeeting account. Note that you must have a valid GoToMeeting account to create a GoToMeeting conference.
  2. After successfully logging in to your GoToMeeting account, you should see the Make it a GoToMeeting button. You may need to refresh the page for the button to become visible.

gtm-create.png

  1. Click Make it a GoToMeeting. The Video Conferencing Link field is automatically filled in with the GoToMeeting link.
  2. Click Create to finish creating the meeting.

Joining a GoToMeeting Video Conference in Procore

After a GoToMeeting event is created using the Procore Meetings tool, meeting invitees can join the GoToMeeting conference directly from the Procore Meetings tool using the following steps.

  1. Navigate to the project's Meetings tool.
  2. Open the meeting that has the GoToMeeting information within it.

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  1. Click Join GoToMeeting. You will be placed onto the GoToMeeting conference.

Logging Out of (De-authenticating) GoToMeeting

  1. Log in to Procore and click the Account & Profile icon in the top toolbar.
  2. Click My Profile Settings.
  3. Scroll down and locate 'GoToMeeting Authorization'.
  4. Click Log Out.