Present Files to Session Participants
Present your documents to participants, who can follow along as you navigate the document or add annotations. The document appears in the Document Viewer for all participants, and all annotations are displayed in real time. Participants can follow along as you move through the document by selecting Auto Scroll or add their own annotations using the toolbar.
Annotations are visible to all participants, while other interface options such as zooming, changing pages, and opening the outline are not shared. Any annotations added to a file are saved to the participant’s copy, which is available in Session Review.
You can present files on the record so they are available in the Session Briefcase and saved to Session Review, or present off the record to prevent participants from accessing the files during the Session or later in Session Review.
Before presenting, preview the file in the Document Viewer, where you can add annotations.
Supported file types include standard image formats, such as JPG and PNG, PDFs, and standard Microsoft Office formats. To present audio, video, or files 50 MB or larger, share your screen.
Present Shared Files
All participants can present shared files that have been introduced to the Session. Once you stop presenting, the file remains available to all participants in the Session Briefcase. By default, Sessions use standard file sharing, which allows participants to view or download shared files. If the Session is configured for Server-Side file sharing, participants can only view file presentations and are unable to download the file. In contrast to off-record presentations, both standard and Server-Side file presentations remain fully available in Session Review, including access to the original file.
- On the Session Toolbar, click the Session Briefcase icon.
Your Session Briefcase opens.
- In your Session Briefcase, choose a file to present.
- Click the More icon > Preview.
The Document Viewer opens.
- In the Document Viewer, click Present and Share.
The file appears in the Document Viewer for the Session.
- To end the presentation, click Stop Presenting.
The file is available in the Session Briefcase for all participants and in Session Review.
Present Files Off-Record
Present your files without sharing them with the Session to keep the presentation off the record and prevent participants from accessing the files outside the live view. When you select Present Only, files do not appear in the Session Briefcase and are excluded from the official Session record and Session Review. Presenting privately ensures files and their contents are not retained after the presentation ends.
Presentations that are stamped by the Host are automatically entered into the record and become available to all participants as shared files.
- On the Session Toolbar, click the Briefcase icon.
Your Session Briefcase opens.
- In your Session Briefcase, in the Private Session Files section, choose a file to present.
- Click the More icon > Preview.
The Document Viewer opens.
- In the Document Viewer, click Present Only.
The file temporarily appears in the Session Files section of your Session Briefcase, but remains hidden from the Session.
The file appears in the Document Viewer for the Session.
- To end the presentation, click Stop Presenting.
The file returns to the Private Session Files section of your Session Briefcase and is excluded from Session Review.
Toggle Auto Scroll
Auto Scroll automatically updates the participant’s view to match the presenter’s actions. When enabled, the participant’s screen follows changes such as scrolling and page navigation, ensuring their view stays aligned with what the presenter is displaying.
- Hover your mouse above the annotation toolbar.
- To turn on auto-scroll, select Auto-Scroll.
- To turn off auto-scroll, deselect Auto-Scroll.