Share Your Files
Share your uploaded Private Session Exhibits by introducing them to the Session or sending them for private review. Access to shared files depends on the Session’s file sharing configuration and participant roles.
File Sharing Configurations
All Sessions use Standard file sharing by default. For enhanced security, Sessions can be configured for Server-Side file sharing during scheduling.
| Configuration | Standard | Server-Side |
|---|---|---|
| File Rendering | Shared files are rendered client-side on each participant's device | Shared files are rendered on Prevail's secure servers |
| File Processing | Files load on each participant's device before rendering | Files are processed on Prevail's secure servers and immediately streamed to each participant |
| File Data Location | File data is transferred to each participant's device | File data remains on Prevail's secure servers |
Standard File Sharing
Standard file sharing transfers file data directly to each participant’s device, where it is loaded locally before rendering.
Server-Side File Sharing
Server-Side file sharing processes and renders files on Prevail’s secure servers, then streams them directly to participants without transferring file data to their devices. Participants can view files immediately without loading delays.
To request Server-Side file sharing for a Session, contact Prevail Customer Success at CustomerSuccess@prevail.ai.
Introduce Files
Share your uploaded Private Session files by introducing them to the Session. Introduced files appear in the Shared Session Exhibits section for Standard participants to view and download. When files are introduced, they also appear as events in the AI Speech Capture panel as links. Standard participants can access shared Session files after each Session in the Prevail Briefcase and Session Review.
Limited participants have restricted file access and cannot view or download introduced files. File names appear in the AI Speech Capture panel but links are disabled. Limited participants cannot access files after the Session in the Prevail Briefcase or Session Review.
Guest users do not have permission to upload or introduce Session files but can view and download files introduced by others.
- On the Session Toolbar, click the Exhibits icon.
The Session Exhibits panel opens.
- In the Private section of the panel, locate the file you want to share.
- Click the More icon > Introduce.
The file appears in the Shared section of the panel for all Standard participants.
Private Document Review
Before introducing a file, you can share it privately with one Session participant for review. The file appears in the Private section of the reviewer’s Session Exhibits panel, where they can preview the file and select an approval status. The reviewer approves or rejects the file in the Private section of the Session Exhibits panel. Only you can introduce or delete the file, and other participants cannot view the file or the file’s review status until you introduce the file.
Request a Document Review
Request a review of any of your uploaded private files before introducing them. The file appears in the Private section of the reviewer’s Session Exhibits panel, where they can preview the file and select an approval status. You can request review from one participant for each file, and other participants cannot view the file or its review status until it is introduced. You can introduce a file in any review state, including pending, approved, and rejected.
- On the Session Toolbar, click the Exhibits icon.
The Session Exhibits panel opens.
- In the Private section of the panel, locate the file you want reviewed.
- Click the More icon > Request Review.
The Request Review window opens.
- Select the participant you want to review the file, and then click Share.
The file displays Review: Pending in the Private section for you and the reviewer.
Review a Document
Files shared with you for review appear in the Private section of your Session Exhibits panel with a “Review: Pending” status. Preview each file and select an approval status option. Only the participant who shared the file can introduce or delete the file.
- On the Session Toolbar, click the Exhibits icon.
The Session Exhibits panel opens.
- In the Private section of the panel, locate the file marked Review: Pending.
- Click the More icon > Preview.
The file opens in the Document Viewer.
- Click Approve or Reject.
The file displays the approval status in the Private section of their Session Exhibits panel.