Skip to content
English
  • There are no suggestions because the search field is empty.

How Do I Share a Presentation in Setvi?

Share a presentation from My Presentations in Setvi Workspaces by selecting the presentation, preparing the email, adding recipients, and sending it.


Share a Presentation

Step 1 — Open Workspaces within Setvi.

Click Workspaces.

Step 2 — Open My Presentations.

Click My Presentations.

Step 3 — Select the presentation you want to share.

Pick which of your presentations you wish to share, and click the dropdown menu.

Step 4 — Select Email.

Click Email.

Prepare the Email

Step 5 — Set up the email.

In the email window, you can:

  • Write your desired email subject and body.
  • Add recipients.
  • Edit your link (presentation).
  • Add new resources.

Edit the Presentation Link

Step 6 — Open Edit Link(s).

Click Edit Link(s) to edit your presentation.

Step 7 — Open the presentation options.

Click the three dots on the right side of the name of the presentation.

Step 8 — Preview, edit, or delete the presentation.

You can Preview, Edit, or Delete a presentation you want to send.

Step 9 — Close the Edit & Rename Link(s) window.

Click the X button once you are finished.

Add Recipients

Step 10 — Add contacts or groups.

Click + to add contacts or groups to send your presentation.

Step 11 — Choose the recipient option.

Choose what you want.

The available options shown are:

  • Recent Contacts
  • Contacts
  • Groups

Step 12 — Close the Recipients window.

Click the X button when you are finished.

Step 13 — Search for a recipient.

You can start typing the name of the recipient, and Setvi will automatically suggest the email address of the recipient.

Send the Presentation

Step 14 — Send the email.

When your email is ready to go, click Send Email.

Step 15 — Confirm the email was added to the queue.

Once you click, an email is added to a Queue, and it will be scheduled to be sent soon.