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Live Present

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Andrea V.
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Overview

DocSend's Live Present feature allows you to present documents in real-time with a short, personalized URL that can be shared with anyone. You can maintain control over the deck and minimize bandwidth usage, lag, and preserving clarity while leading viewers through content since the feature transmits static documents.

Skipping ahead

Configure a Presentation URL

Go to your Live Present Settings to choose and customize your live present link.

  1. Click into the Presentation URL text box.
  2. Configure your custom presentation URL.
  3. Click Save changes when complete.

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Configure a Conference Line Number (Enterprise)

If you are on the Enterprise plan and have a personal conference line number, you can add it to DocSend to give your visitors information on how to contact you during a Live Present. Here's how:

  1. Go to your Personal Settings page.
  2. Click on the Conference Line tab.
  3. Input your Conference Number and Conference PIN (if applicable).
  4. Click Save Changes.

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Present a Document

  1. Go to the Present page. 
  2. In the search bar, locate the document you wish to present.
  3. Click the document you wish to present.
    • Optional: Check the box next to Use access code to generate a six-digit access code. Visitors will be required to enter the code to view the presentation.
  4. Copy the presentation URL to your clipboard and share it with your audience.
  5. Click Present Now to start presenting.

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Present a Document from the Document Page

  1. Go to your Content library.
  2. Click on the document you wish to present.
  3. Click the “...” (ellipsis) icon next to Create link. 
  4. Click Present from the dropdown menu.
    • Optional: Check the box next to Use access code to generate a six-digit access code. Visitors will be required to enter the code to view the presentation.
  5. Copy the presentation URL to your clipboard and share it with your audience.
  6. Click Present Now to start presenting.

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Enable an Access Code

With Live Present, you have the option of enabling a one-time, six-digit access code that you can send to your viewers that will help add increased security around your presentations. This way, unintended individuals that have your presentation URL can’t drop by unannounced.

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Access codes can be generated via the Present page or on the document level.

 

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Live Present User Experience

While presenting your content using Live Present, you'll see all of your slides displayed on the left side to make navigation simple. You can also use the arrow keys on your keyboard to navigate quickly. 

Change Content 

You can change the content you’re presenting during a live presentation by clicking the Change Content button in the Live Present toolbar. Search for existing documents from your Content Library and select the next document you’d like to present.

live present toolbar.png

 

End a Presentation

You can stop a live presentation anytime by clicking the End presentation button located at the top right of the Live Present toolbar. You can also end your presentation outside of the Live Present flow from your DocSend account.

Important: A presentation must be manually ended. Closing your browser will not end the presentation. If a presentation is still live, you’ll see a banner at the top of your DocSend dashboard with the options to take you back to the live presentation or to End Presentation.  

 

Live Present

end presentation.png

 

DocSend Account

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Pause a Presentation

To pause your presentation, click the pause icon at the top of your presentation. You’ll see a message confirming your presentation is paused. Click Resume to continue presenting.

presentation paused.png

 

Zooming in on Presentations

You can zoom in or out of your presentation using the zoom icons in the Live Present toolbar. Changing your zoom view won’t affect anyone else’s viewing experience.

presentation zoom.png

 

Laser Pointer

While presenting, you can click on the laser pointer icon on the Live Present toolbar to enable the laser pointer. The laser pointer is a great way to bring attention to specific parts of your slide while you walk your viewer(s) through your document.

Note: The laser pointer will match the branding color that’s configured in your branding settings. 

laser pointer.png


Viewer Count

While presenting, you’ll see a viewer count on the Live Present toolbar that denotes how many viewers are currently watching your live presentation.

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Videos in Live Presentations

During a live presentation, your hyperlinked video will not automatically play for a viewer. As the presenter, you’ll need to advise your visitor to click play on the video so they can follow along.

 

Viewer Experience

Access Code

If you've enabled an access code, here's how your visitor will be prompted when they visit your presentation URL.

live_present_12.png

Conference Line Number (Enterprise)

After adding your conference line, and while you're giving a Live presentation, your visitor(s) will see a phone icon located on the Live Present banner with dial-in information.

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Live Present End

When you end your presentation, your viewers will see a prompt stating the presentation has ended.

live_present_13.png


Things to Consider

  • Your visitors will be able to see any custom branding settings configured. 
  • Screen sharing is no longer a supported DocSend feature.

Related Reading

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