How to use Share Document activity

 

Quick steps:

Creating the Share Document Activity:

  1. In your MeetingSift meeting agenda builder, create a Share Document Activity
  2. Copy and paste the sharing link to your shared document (from Google Drive or Microsoft Office 365) into the Shared Document Activity. Make sure the document’s sharing settings (in Google Drive or Microsoft Office 365) allows your participants access.
  3. Give the Share Document Activity a title (e.g. the title of your document) and save it.

Running the Share Document Activity, in your meeting:

  1. When you start your Share Document Activity, the shared document will be displayed to participants via the projector screen or their laptop/desktop all-in-one screen.
  2. While Microsoft Office 365 documents can only be viewed via MeetingSift, Google Drive documents can also be edited via MeetingSift (if the document sharing settings on Google Drive allow them to).

 

Detailed steps:

Creating the Share Document Activity:

  1. Go to the online document you want to share on Google Drive or Microsoft Office 365.
  2. Make sure the document sharing settings are set so your participants can access it
    • We recommend to set the sharing settings to  “anyone who has the link can access”. You can always change the sharing settings, and make them more restrictive once the meeting is over.
  3. Copy the share link (URL) from the document you want to share.
  4. In your MeetingSift meeting agenda builder, add a Share Document Activity to your agenda.
  5. Paste the share link (URL) from your document into the Share Document Activity form, and give the activity a title (e.g. the title of your document).
  6. Save the Share Document Activity.

Running the Share Document Activity, in your meeting:

  1. When your agenda reaches the Share Document Activity, start it by clicking the next button in the host meeting dashboard.
  2. Now, your shared document will be displayed to your meeting participants
    1. If you are sharing the meeting output on a projector screen, then the shared document will be displayed here
    2. If your participants are using laptops or desktop computers, the shared document will be displayed on their screen
  3. If your shared document is a Google Drive document, then you and your participants who are participating via laptops or desktop computers can edit it live via MeetingSift. However, if your shared document is a Microsoft Office 365 document, your participants can only view the document via MeetingSift.
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