How do I share files?

Presenters can share files (including images and PDFs) that were pre-uploaded to their materials or added during the session, as well as share files from their preferred hosting platform (Google Drive, OneDrive, Dropbox, etc.) to collaborate in real time.

Share directly or from library

It is highly recommended that you upload content (image, document, or video) to your materials before the session so you can share them with attendees right away.

During the session, select Share > Files. Any pre-uploaded files will appear in this list.
Select the desired file.

Note: If you need to add files during the session, select More > Manage materials > + Add Material and then upload the file you want to share. Go back to the session and refresh the Files list in order to see the newly added file.
Select Share. If you are running breakout rooms, you will be prompted to Share in all rooms or in the room you're currently in.
To stop sharing, select Share again.

Share from Google Drive

Organizers must have a Google account in order to use this feature. Attendees do not need an account for either GoTo Training or Google. While these steps are to share a file during the session, we recommend that you set up any files you want to share before starting a session.

Start an instant session.
Select Share > Google Drive.
Sign in to your Google account. If prompted, grant GoTo Training access to your Google account.
Result: This automatically creates a GoTo Training folder in your Google Drive. Any documents uploaded or added to that folder will appear in this window. Alternatively, you can create a new Google file or select Manage Google files to open the page in a new browser.
When you're ready to share a file, select Share again. If you are running breakout rooms, you will be prompted to Share in all rooms or in the room you're currently in.

What to do next: You can review the completed files with attendees in the main session by opening the file and sharing your screen. Once the session is over, you can access the final file in the GoTo Training folder of your Google Drive and share directly with attendees.

Share from OneDrive

Create the file(s) you want to collaborate on in your desired hosting service (e.g., OneDrive, Dropbox). If you plan on using breakout rooms, create a file for each group with a name you'll remember (for example, if you have 3 breakout rooms, create 3 OneDrive documents named "Group A", "Group B", and "Group C).

Important: Make sure you have allowed editing access on all files so attendees can make changes to them.
Upload these file(s) to your Materials (by link) before the training or during.

Important: Make sure you allow access to materials during the training.
Once in the training, have attendees open the material that applies to them.
If you plan on using breakout rooms, select Peopleand then Create breakout rooms.

Tip: Verbally assign one presenter in each group to share their screen.
Start collaborating in real time.

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