Sharing files during a Microsoft Teams meeting allows Forge Marketing team members and clients to collaborate in real time and review materials efficiently.

Step-by-Step Guide

Step 1: Join the Teams Meeting

1. Open Microsoft Teams.
2. Click the meeting link or join from your Teams calendar.

Step 2: Open the Share Tray

1. Once in the meeting, click the “Share” icon (an upward arrow in a box) on the meeting toolbar.
2. This opens the Share Tray with options for sharing your screen, window, or files.

Step 3: Select the File to Share

1. Upload from Your Computer: Click “Browse” → “Upload from my computer” and select the file.
2. Share from OneDrive / Teams Files: Choose a file already stored in your Forge Marketing OneDrive or Teams channel.
3. PowerPoint Live: For presentations, select “PowerPoint Live” to allow attendees to navigate slides independently if needed.

Step 4: Collaborate During the Call

• Participants can view the file in real time.
• For documents (Word, Excel), multiple attendees can co-author and edit live if permissions allow.
• Use the chat panel to comment or provide feedback alongside the shared file.

Step 5: Best Practices

• Upload files before the meeting if possible to avoid delays.
• Ensure files are named clearly and placed in the correct folder in Teams/OneDrive.
• Check permissions so attendees can view or edit as needed.
• Stop sharing when the file is no longer needed to keep the screen uncluttered.

Step 6: Troubleshooting

File won’t open - Check file format and Teams/OneDrive compatibility
Attendees cannot edit - Verify sharing permissions and that the file is in Teams/OneDrive
Screen lag - Close unnecessary apps and ensure a stable internet connection