HELP FILE

Sharing Documents for Co-browsing

    During a shared browsing session, both the agent and the customer can upload a document from their device for co-browsing it with the remote participant. The shared document can be scrolled and annotated just like a co-browsed website. Rotating and zooming tools are also available.

    Note: The availability of this feature depends on a permission granted by a Rescue Live Guide Administrator.
    Restriction: Only PDF and image files can be uploaded. The file size limit is 25 MB.
    Important: Uploaded documents are not stored by GoTo. All uploaded documents are deleted from GoTo servers at the end of the co-browse session.
    1. During an active co-browse session, click the Document Share button on the session toolbar.

      Result: The Share a file screen is displayed.

    2. Click Browse Files.

      Result: The Upload a file screen is displayed.

    3. Click Browse Files.

      Result: Your computer's default file browser is opened.

    4. Select the document you want to share.
    5. On the Upload a file screen, click Upload.

      Result: The document is opened in a new shared browsing tab allowing participants to use the following tools.

      • The agent can use the Annotation tools.
      • Participants can rotate the document.
      • Participants can zoom in/out.
      • Participants can download the shared document.
        Note: The availability of this feature depends on a permission granted by a Rescue Live Guide Administrator.

    6. To stop sharing the document, simply close the shared browsing tab displaying it.