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In‑Meeting Tools & Controls

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Sharing Documents During a HeyPeers Meeting

 Peer Supporters can share documents and files during their meetings to support discussion, provide worksheets, or offer resources to participants. You can attach documents ahead of time when creating the meeting, or you can access your full Resource Library directly inside the meeting.

This article explains how to make documents available and how to share them with participants.

Add Documents Before the Meeting (Optional)

When you create a meeting, you can attach documents so they are ready the moment you enter the room.

From the Peer Supporter Dashboard, select Create a Meeting. This brings up the Create a New Meeting page. All the necessary fields should be completed as usual. At the bottom of the page, you will see section 3, Documents.

Click on Add Documents to open up the documents section. Click on Select Document to connect to your resource library.
The Select Documents window is displayed. This list contains all the files that have been uploaded to your resource library. Select any file by clicking on it.
The document is brought into the document field. Repeat these steps to add more documents, as needed.
Any documents you attach here will appear in the meeting under Meeting Documents.

Access Your Documents Inside the Meeting

Once you are in the meeting room, you can access both:
  • Meeting Documents - files you attached during meeting creation
  • All Documents - your entire Resource Library

To open your documents, select Docs at the top of the meeting window.

The Documents panel opens. You’ll see two sections:
  • Meeting Documents
  • All Documents

Add More Documents During the Meeting

If you need a file that wasn’t attached during meeting creation, open the All Documents tab in the Documents panel.

Locate the file(s) you want to share with your participants. Click Add next to the file.

The file moves into Meeting Documents, making it available to share.

Files must be added to Meeting Documents before they can be shared with participants.

Share a Document with Participants

Documents remain hidden from participants until you choose to share them.

In the Documents panel, select the Meeting Documents tab.  Select Share next to the file you want to share with your participants.

The document becomes visible to all participants. Participants can now open and view the file.

What Participants See

A participant in the meeting will also see the Docs button at the top of the meeting window. This is where the participant will be able to access files for the meeting. The participant clicks View to open the file.

The participant will only see and be able to view files that have been shared by the peer supporter. Unshared files will remain hidden from the participant.

Tips for Peer Supporters

  • Attach frequently used documents during meeting creation to save time.
  • Use the All Documents list to add files on the fly.
  • Remember that participants only see what you share - nothing else.
  • You can share multiple documents during a meeting.

For more information
To learn how to upload, organize, and manage your files, please visit Peer Supporter Resource Library.

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