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An Introduction to ScreenCloud: How to Use ScreenCloud for Digital Signage
An Introduction to ScreenCloud: How to Use ScreenCloud for Digital Signage

Hello and welcome to ScreenCloud! This guide will help get you started with an overview and step-by-step guide on how to use ScreenCloud’s digital signage platform as a new user!

Updated over a month ago

1. Select your hardware

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Our top recommendation is our very own ScreenCloud OS-powered hardware, which is the perfect pairing for a ScreenCloud screen. We designed the OS and carefully selected the build to support the needs of enterprise IT teams. A ScreenCloud OS device comes to $150 / £120 / €140 per device, which is up to 5x more affordable than comparable in-market offerings. Please find out more information about the product here, and a link to the store where you can purchase a device here.

Alternatively, ScreenCloud runs on most consumer hardware, delivering a convenient and flexible solution for showcasing your digital signage. We support a handful of popular media devices, smart televisions, tablets, and more. Please visit https://screencloud.com/hardware to browse through our supported devices.

If you have any questions on supported hardware and/or operating systems or do not see your device listed in our hardware selector, please reach out to our support team so we can help verify if your device can work with ScreenCloud.


2. Download the ScreenCloud app on your device

2.1. Once you have purchased your hardware, you can download the ScreenCloud app directly on your device to reveal a pairing code which you can use to add a screen to your account.

2.2. If you are working with a ScreenCloud OS device, simply connecting it to your internet will reveal the pairing code. Please see this guide to learn how to connect your ScreenCloud OS device to your network.

2.3. For a third-party device, click here to view instructions and how to download the ScreenCloud player to your respective device.

You can also try out ScreenCloud using your PC, macOS computer, smartphone, or tablet:

  • Windows OS: Download the ScreenCloud desktop player here

  • macOS: Download the ScreenCloud desktop player here

  • Android OS: Download the ScreenCloud app from the Google Play Store

  • iOS Device: Download the ScreenCloud app from the Apple Store

2.4. After downloading the ScreenCloud app on your device, open the app to reveal a 6-character pairing code that’ll be used to sync your screen with your account in your account's screens section. A QR code is also provided, which you can scan to log in or sign up to ScreenCloud and use the provided pairing code to link the screen. Continue to the next steps to see how you pair a screen to your account.

ScreenCloud player app pairing code and QR code to pair your screen to your account


3. Add screens

After downloading the ScreenCloud app on your device, the next step is to add a screen and use the pairing code displayed on your screen.

3.1. As a new user to ScreenCloud, you can either sign up to ScreenCloud or accept your user invite by email and create your profile in your ScreenCloud organization. Once complete, and as you access your ScreenCloud Studio account for the first time, you will be greeted with a pop-up that informs you of the different features and tools in your account. Please note, that you do not need to have a physical television display to start testing or using ScreenCloud and can use your web browser or computer.

3.2. To pair your first new screen, click the Add First Screen (or the New Screen button on the top right). You can also scan the QR code of the ScreenCloud player app on the device you prepared earlier to start the screen pairing process and automatically input the pairing code - Make sure you are first logged in to ScreenCloud Studio before scanning the QR code.

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3.3. After clicking Add First Screen, go ahead and enter the 6-character pairing code exactly how it appears on the ScreenCloud player app on your screen.

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3.4. Take note of the message below the pairing code text box, which informs you how many screen licenses you have left to use in your account: "X out of X free licenses are being used". If you are adding a screen when you have no free licenses to use, you will be charged for a new screen license.

3.5. Preview screen: If you’d like to set up a test screen, which is free of charge, make sure to check off the Start screen in Preview Mode option. You can learn more about the test or preview screen with the guide Add or Set Up a Screen as a Free Test or Preview Screen.

3.6. With the pairing code applied, click Continue to add the screen to your account. If the code is correct, you will open up on your screen and its settings in your Studio account. If the code is incorrect, you will receive an error message, however. If this happens, and you have written the 6-digit code correctly, please click the Clear Cache or Reset Pairing button of the ScreenCloud player. If you continue to have issues pairing, please contact [email protected].

3.7. Give your newly added screen a name so that you can identify it in your account.

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3.8. Screen Groups: When you've paired more than one screen, you can set your screens into a Group to help organize it for later. Click + New Group to create a screen group. This is useful if you have multiple locations, segments, and departments that you’re using to manage different screens. Simply drag the screen to the group to add it.

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3.9. Screen Location: You can also set a screen's location with the Screen Location setting. This will create a dynamic connection between apps added on this screen in sync with the location you have selected. You can set your screen location by selecting Settings while viewing any screen and scrolling down to Advanced Settings to find the Edit Location button. Simply search for and select the location you need for the screen.

For instance, if you've added ScreenCloud's Weather app to your account and added this app to display on a screen that has a location set for London, UK, then the Weather app will automatically display weather-related data for that location without requiring you to adjust this for each location respectively. You can learn more about the screen location feature at How To Set Up and Use Screen Locations with ScreenCloud.

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3.10. If you click on Screens from the left-hand navigation, you’ll be able to view a full list of all your screens connected to your account.

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3.11. Next, you can get started on using ScreenCloud’s features for organizing and uploading content in your Media Library.


4. Media library

Media is where your content lives, organized like a dream.

4.1. Get started by uploading content into your Media Library. In the left-hand sidebar, you’ll see the Media tab, click here.

You can upload files from your computer or by using our Filestack integration to pull in content from popular services, social media, and more.

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4.2. Click on the Upload button and you can get started on uploading your media. Click Browse to grab files from your computer or use third-party integrations on the left to pull content into ScreenCloud.

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You can also review information on supported file types and how content is optimized in ScreenCloud by clicking here.

4.3. After uploading a piece of content, it’ll be available for use in your Media Library. You can view your content in either list or grid view by switching between the options available in the upper-right-hand corner.

i) List View

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ii) Grid View

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4.4. To best organize your content, we recommend creating folders. Click the New Folder button in the upper-right-hand corner and give your folder a name.

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4.5. You can either drag and drop any of your content to the folder, or you can hover to the right of your media and click on the three horizontal dots to choose the Move to option to store it in any folder.

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4.6. Next, you can click on any piece of content to configure it or review information on the file. These enhanced options are ideal if you’re working with users and teams in your ScreenCloud account, helping to better manage your content.

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i) Details: rename a file, view the format of a file, see the size of a file in MB see which user uploaded it, see which Space it is located in, and the date it was added to your Media Library.

ii) Tags (optional): Use keywords or phrases to tag your content. This way you can find it easily, later on, to assign it to a screen, add it to a playlist, or find it quicker to use with our casting feature

iii) Schedule (optional): set both an availability and expiration date for any piece of content. An available date & time is when content can be selected for use, and the expiration date & time will automatically remove content from being displayed on any of your screens for the date specified.

Click on Enable availability to start picking your time and dates.

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Once you’ve scheduled an availability/expiration date for your piece of media, you will see a calendar icon that can be hovered over with your mouse that will display your scheduled date/time. You can learn more about this feature here here.

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iv) Set to Screen (or Cast): Instantly takeover one, or multiple, screens for emergency notices, company announcements, a quick message - you choose it! ScreenCloud can set it. To set the content to screen immediately, click on the Set to screen button in the lower right-hand corner of your media options. You’ll be prompted to select from a list of your screens and confirm which screens you’d like to cast the media on automatically. Click the yellow Confirm button to confirm and the media will take over your screen(s) selected instantly. You can also change from Set to Screen to instead Cast - Casting allows you to set the content on the screen for a limited time. To learn about Casting, click here.

v) Download: Download any piece of content from within your Media Library using the downward-arrow icon.

vi) Move to Trash (Delete): Delete a file you no longer need in your media library. If you move a file to trash by accident, you can replace it from the Trash bin. Please see here to learn how this is done

vii) Starred content: You can use the “starred” feature to favorite certain content by hovering over it with your mouse and clicking on the star icon. To see all content that is listed as a favorite, click the Starred column title in your media library to quickly organize them to the top of the media list view.

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5. Add apps

Browse and search through our diverse app store to start showcasing unique content on your digital screens. Most apps come with an app guide (linked in the directory) or video that walks you through step-by-step how to set it up. Each app guide mentioned in ScreenCloud site app library also displays the app guide.

5.1. In the left-hand sidebar, you will see the Apps tab, click here.

5.2. From here, you have access to App Store to visit and install integrations from our App Store. You can also click My Apps to view the apps and integrations that you install while navigating through ScreenCloud to set up your tech stack.

5.3. Simply click on any app and then press the Get button to add it to your Media Library.

5.4. Give your app a unique name so you can find it easily in your Media Library. Configure your settings for the app and then click the Save & Close button.

5.5. The app will be added to your installed apps. You can add an unlimited number of apps and as many instances of the same app as you’d like.


6. Add your links

Add links and web pages to display on your screens.

6.1. In the left-hand sidebar, you’ll see the Links tab, click here.

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6.2. You can start adding your websites by clicking on the Create New Link button.

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Copy and paste the public URL for your website into the empty section provided, then click enter on your keyboard. You will see a preview of your website appear on the right-hand side.

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Next, you can use two options here for adding your public website below.

Name your website: ScreenCloud will automatically pull the name of the website and page URL name. For example, Android News - Android Authority was automatically populated from the website we used. You can rename it to anything you see fit.

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Tag your website: You can set keywords or phrases to tag your website and find it easily, later on, to assign it to a screen, use it in a playlist, or cast it across your screens.

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Once you’ve finished setting up your website options, click on the yellow Add Link button to finish adding your site to ScreenCloud.

To display internal sites behind a login, we have instead built ScreenCloud Dashboards. You can reach out to [email protected] and specify the type of program you're using (e.g. PowerBi, Tableau, etc.) and how many screens approximately you're planning to use with the service. You can also try the Pro Plan and ScreenCloud Dashboards by requesting here.



7. Create playlists

Playlists are used to organize your content and play everything in the order that you want to see it.

7.1. In the left-hand menu, press Playlists and click on New Playlist.

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7.2. Name your new playlist, then you can start to drag and drop content from your media library on the right into any desired order in your playlist.

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If you're having any trouble dragging and dropping any content into a Playlist it could be a web browser glitch. You can view more information on which web browsers to use with ScreenCloud by clicking here.

Pro tip: You can also create playlists directly from your Media Library by selecting a folder of content and using the three-horizontal dots setting menu to select “Create Playlist.” All of the content in that folder will be created into a playlist.

7.3. If you want to re-order the content in your playlist, simply grab it and drag it up or down.

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7.4. To change the duration of any content, click on the time displayed next to each piece of content on the right, and adjust how long you’d like for it to run.


8. Create channels

Like a TV channel, this lets you group content in a meaningful way, by theme, usage, department, topic, or any other way you’d like. You can learn more about using channels with ScreenCloud by clicking here.

8.1. From the left-hand menu, click on the Channels button.

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8.2. Get started by selecting New Channel and you’ll be prompted with a pop-up window to begin by naming your channel and selecting a color or icon for it.

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8.3. Next, click on the yellow Continue button and you’ll be prompted to choose your screen orientation for the channel. Please note, that your channel will only play content in the orientation chosen between landscape or portrait mode.

8.4. Next, you can set a cover image for your Channel. On your new Channel, click Settings to:

i) Select the channel color

Assign a unique color to your channel. Once you’ve selected a color, simply exit the window to apply.

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ii) Upload a channel image

You can upload a unique image for you to internally keep track of your channel. Select the Image option and click the Save button.

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Browse and upload your image, it will automatically scale to fit the channel icon size. You can choose to crop the image, circle-taper the edges of the image, or rotate it.

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Click on the blue Upload button once you’re finished and the icon will be the image for your channel.

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The changes will save automatically for your channel.

8.5. Finally, name your channel. You can now begin and create content for your Channel. Click Add Content button to open the media picker.

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8.6. You can select between playlists, media, apps, and links from the left-hand menu to add content to your channel.

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Once you’ve finalized the content you’d like to add to your channel, click on the Add button in the lower right-hand corner.

8.6. Once the content is in your channel, you have a range of flexibility to schedule and manage any piece of content you’d like to use.

i) Set advanced schedules: you can select the days of the week, and set desired run times, and dates for specific pieces of content or playlists in your channels.

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ii) Set content as a priority: setting a piece of content as priority overrides all other schedules and rules during the defined period.

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iii) Channel zone layouts: This gives you the ability to use our pre-set templates or customize your configuration to use zone layouts to split your screen(s) into sections. Click on Edit layout (Choose layout) from the right-hand menu and select your zone layout to prompt a pop-up window to select your desired screen setup.

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Once your layout is selected, click the Select button to assign it to your channel.

You can now switch between the zone sections for your channel to set up content split on your screen.

For example with the Main + Left Bar zone layout chosen, you can switch between your zones by clicking the Main drop-down menu and selecting between the zones from your layout chosen to add content. Below the screenshots showcase switching from the Main zone to the Left bar zone to begin adding content to that section of your channel to display on the screen.

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8.7. Once you’re done setting up your channel, you can preview it by selecting the Preview option in the upper-right-hand corner.

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8.8. You can also make changes to your channel at any time by clicking the Edit Channel button in the upper right-hand navigation if needed.

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9. Create digital signage content with Canvas

Canvas is a simple design editor tool built into ScreenCloud Studio's CSM which can be used to create screen-ready content like menu boards and posters. You can save your templates, or you can choose from our pre-supplied Gallery of templates and begin redesigning from there! The Canvas feature can be found on the left-hand side of your Studio CSM menu.

i) Create digital signage content in the correct screen format
Canvas presets your design size, optimizing it for a portrait or landscape screen format. No more black bars and easy-to-read digital signs that your audience can read. Our Gallery of Templates has been designed with screen best practices in mind.

ii) Design your custom brand with colors, images, logos, and shapes
Canvas’s superpower is ensuring every poster, sign, or notice you create is on-brand. With all the tools to add custom fonts, change colors and upload your brand assets with ease. Elements of your brand can also be locked down so that Creators and Editors can replace text or images without being able to change the layout or design.

iii) Re-use one design multiple times with Templates
No more design strain. Saving your Canvases as Templates for teams to reuse makes creating new, on-brand collateral and updating existing notices with the latest information, much easier. Perfect for local teams or Marketing and HR Managers to create their content.

iv) Pick an existing design from the Template Gallery
Instead of starting from scratch, you can now choose from our gallery of templates that have been designed specifically for the screen. Empowering you and your team to show great content. If you don't have a ScreenCloud account, you can see a glimpse of the template library in this video.

v) Add QR codes to your designs and collect their metrics
You can easily add a link as a QR code with your design, and the scans and metrics for this are collected in your account. This a handy option if your company consists of deskless workers. Please note that the metrics feature only come with the Pro or Enterprise plan.

To learn all about Canvas, please see the ScreenCloud Canvas App Guide.


10. Assign content to your screens

You can start displaying your content live for digital signage. There are two ways you can start pushing content to your screens:

i) Set to screen: you can display any single piece of media, content, or an app directly from your account using the Set to screen feature.

ii) Assign a channel to a screen: get started on showing content by visiting “Screens", clicking on the drop-down menu designated as “Playing Channel” to the right of each screen in your account, and selecting the channel you’d like to display on your screen.

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iii) Use the casting feature: ScreenCloud gives you the ability to instantly send content to a screen. Using this feature, you can immediately take over any screen with any file, playlist, app, etc., and cast it to any screen(s) of your choice. This feature can take over any content currently playing on screen, then resume your normal playlist once your casted content is scheduled to expire, or you can turn off the cast at any time.

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Start casting by selecting the yellow Cast icon as displayed below, which will open a new window of all your content, playlists, and apps to choose which one you’d like to display on the screen. To learn more about ScreenCloud's casting feature, click here.

Advanced tip: Multi-space casting can also be managed with our developer tools and API, for instance, if you want to control casting across teams and users managed in your ScreenCloud account. Our team advises that organizing content into playlists for sharing across spaces is the most recommended method for managing your content most easily, but our API is a free development tool using Graph QL. This can be manipulated by using advanced functions and querying data to explore advanced control of your casts across spaces managed in your ScreenCloud account. You can learn more by clicking here to view ScreenCloud's GraphQL documents.

You can also access Help Center resources, contact our support team, or submit feedback at any time by selecting the "Support" icon from the left-hand navigation.

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