Share Your Files

Share your files with Session participants using the Session Briefcase or Zoom Chat. Prevail users can upload and introduce files to the Session Briefcase to share them with other Prevail users. To share files with the entire Session, including Zoom users, upload files using Zoom Chat. Zoom users do not have access to the Session Briefcase. All Session participants can upload files to send using direct or group messaging through Zoom Chat.

• Zoom Users
• Prevail Users
  • Upload Files to the Session Briefcase
  • Introduce Files
  • Present Files
• Upload Files Through Zoom Chat

Zoom Users

Zoom users can use Chat to share files with the entire Session or privately using direct messaging. The Session Briefcase and its file presentation features are unavailable to Zoom users.

If you need a file presented during the Session, send it directly to the Host through Zoom Chat so they can present it for you. The file, along with the presentation’s audio and video, is saved in Session Review and available after the Session.

Prevail Users

The Session Briefcase is available to all Prevail users and offers the same functionality and features as standard Prevail Sessions. Prevail participants can upload, introduce, or present files using the Session Briefcase features. Introduced files and file presentations are saved in Session Review.

Upload Files to the Session Briefcase

Use the Session Briefcase features to upload your files, including files from your Prevail Briefcase. The Session Briefcase provides options to preview and annotate your uploaded files.

Introduce Files

To share your files with other Prevail participants, introduce them to the Session Briefcase. All participants attending on Prevail can view, annotate, and download introduced files, which are saved in Session Review.

Zoom users do not have Session Briefcase access, including viewing privileges. To share files with Zoom participants, send them to the Session through Zoom Chat.

Present Files

Present your files to the Session either on or off the record using the Session Briefcase options. Files presented on the record are available to Prevail users from the Session Briefcase and are saved in Session Review, including the presentation’s audio and video. Present files off the record to prevent them from being saved or distributed. Off-record presentations do not appear in the Session Briefcase and are excluded from the official Session record and Session Review.

Upload Files Through Zoom Chat

All participants can share files using Chat, either with the entire Session or through direct messaging to a single participant. Prevail users should use Chat to share files privately with other Prevail users or with Zoom users, who do not have access to the Session Briefcase. Zoom users do not have access to file presentation options. If you are joining on Zoom and need to present a file, send it directly to the Host using Zoom Chat. For more information on sending files using the Zoom Chat feature, visit Zoom Support.

1. On the Zoom toolbar, click the Chat icon.
2. In the To: drop-down, select a recipient…
   1. To share with the entire Session, select Everyone.
   2. To share with only the Host, select the Host’s name.
3. In the Type message here... box, click the File icon.
4. Navigate to your file.
5. Select one or more files...
   1. To upload a single file, click the file.
   2. To upload multiple files, hold Ctrl as you select additional files.
6. Click Open.

   The file appears in Zoom Chat.

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