› About PDF editing features › Document operations › Collaboration meeting › Prepare for an online collaboration meeting

Prepare for an online collaboration meeting

Online Collaboration requires Power PDF Advanced 5.0 or newer with Volume License and the supplied on-premise collaboration server up and running. Refer to the Network Installation Guide for server installation and configuration details.

Before using online collaboration, specify the on-premise collaboration server URL on the Online Collaboration page in the Options dialog box.

To prepare for an online collaboration meeting as the meeting owner, do the following:

  1. Open the document to share in collaboration.
  2. Switch to the Collaboration Panel.
  3. The Collaboration Panel requires you to specify your nickname before editing, so the Enter Nickname dialog box appears at first use. Enter a unique name in the Name box, then click OK.

    The Rename Nickname dialog box can be started later by clicking on its icon at the top of the Collaboration Panel.

  4. Select the Online Collaboration (Online Collaboration icon) tab.
  5. Click Start Collaboration.

    The Collaboration Setup dialog box appears.

  6. Select a Security Option, then click Setup.

    • Select the Normal option to let meeting participants save the co-edited document at the end of the session.

    • Select the Secure option to prevent meeting participants from saving the co-edited document.

      By selecting secure, security settings for this document will be lost.

    The Collaboration Setup dialog box appears with a unique Collaboration ID. Other participants can connect to the meeting with this ID..

  7. Click Copy to copy the Collaboration ID to the clipboard. Pass the ID to the participants as you invite them.
  8. Click Start.

The online collaboration meeting starts as participants join. See Collaboration meeting for details on collaboration features and settings.