The Resource Library is a space in HeyPeers to store relevant documents and files, which can be privately stored for the peer supporter's own use, or they can make it a public document that can accessed by members on the site or within meetings they host.
Before you can share a document in your meetings, you must first upload the file into your Resource Library. For instructions on how to manage your Resource Library and uploading files, please see the article Peer Supporter Resource Library.
Sections in this article:
- Attaching Documents in Meeting Creation
- Accessing Documents During Meeting
- Participant's View
Attaching Documents in Meeting Creation
Once you have files uploaded into your Resource Library, you can begin attaching them to your future meetings.
From the More menu, select Peer Supporter Dashboard.
Then select the tab to Create a Meeting.
This brings up the Create a new meeting page.
Complete all of the necessary meeting details needed in the fields for sections one and two.
At the bottom of the page, you will see the third section called Documents.
Click Add documents to open up the Resource Library.
After clicking on Add Documents a new document field will open.
Click Select Document to connect to your resource library.
The Select Documents window will list all the files that have been uploaded to the resource library. Select any file by clicking on it.
The document is then brought into the document field. Additional documents may be added as needed.
Then you save the meeting by clicking Submit when finished. This adds the meeting to your calendar.
Accessing Documents During Meeting
Within your meeting you will see some options at the top of the meeting window. The Docs button will allow you to access any files attached to the meeting, as well as all the files in the resource library.
Clicking on the Docs button opens up the Documents panel. The files attached to the meeting at creation are listed under the Meeting Documents tab. All other files within your resource library will be listed under the All Documents tab.
The All Documents list allows the peer supporter to add additional files to the meeting that were not already attached through meeting creation.
- Clicking on the Add button next to the file name adds that file to the Meeting Documents tab, thereby making that file shareable within the meeting.
- You may preview a document from the Meeting Documents list or All Documents list. Previewing the file does not display the file to meeting participants. It is only visible to the peer supporter.
- Note: Files that have not been added to the Meeting Documents list will not be shareable within the meeting.
When a file is ready to be shared in the meeting, you must click Share from the Meeting Documents tab. The file will then show as Shared.
- All files will remain hidden from participants until they have been shared.
- Note: Once a file is shared, it cannot be taken back.
In the image below, only the first document has been shared.
Participant's View
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 during the meeting. However, the participant will only be able to view files that have been shared by the peer supporter. Unshared files will remain hidden from the participant.
In the image below, the only document viewable is the one shared by the Peer Supporter (from the image above).
