Creating Correspondence Templates within iSupport
General Instructuions
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Change the Set To Address to Associated Customer to ON | |
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Adding a Correspondence Template with your Zoom Link
Follow the Correspondence Template tutorial
For the text of the correspondence, use the Request for On-the-Spot Zoom Verification Canned Response found on the Identity Verification Protocol Page
Before inserting your Zoom link make sure when you start a meeting that the link directs to the Personal Meeting Room
On the Zoom app
Log into your account using SSO (The company name is SJSU)
Click in the Carat icon (^) next to where it says New Meeting and select Use my personal meeting ID (PMI)
On the Zoom web portal
Go to http://zoom.us
Log into your account using SSO (The company name is SJSU)
On the Profile page scroll down to the Meeting section and click Edit to the far right of the Personal Meeting ID
Check Use Personal Meeting ID for instant meetings.
Click Save
Copy your Zoom meeting link
On the web portal, click on the eye icon to see your full zoom linkÂ
Paste the link in the [INSERT YOUR ZOOM MEETING LINK] section of the canned responseÂ
Make sure to save the template! It is complete when after saving the page closes
Now whenever you are sending a correspondence, this template will be an optionÂ
Please mark on the spreadsheet once this has been completed Personal Zoom Correspondence Template