The Studio Panel in a Session
The Studio panel is where you interact with other Attendees and documents in a Session. If you are the Host of the Session, it is also where you manage the Session.
To open a Studio Session that you have previously attended, open the Studio panel, click Sessions, and double-click it. To attend a Studio Session for the first time, see Joining a Studio Session.
This page discusses the Sessions view of the Studio panel. For the other views see The Studio Panel and Studio Project Tabs.
The Sessions view of the Studio panel is broken up into four basic parts: the toolbar, the Attendees list, the Documents list, and a set of tabs along the bottom.
After joining a Session, the Studio panel toolbar adds tools specific to interacting with other Session Attendees and documents (in addition to the standard tools available on the default Studio panel toolbar). When the Session is one you are hosting, there are a few additional management tools available. These tools include:
Sign In menu:
Studio Servers: Select the desired Studio server. Once signed in, Sign In changes to Signed in as to show the current sign-in identity.
Manage Servers: Select to manage studio server accounts.
Sign-Out: Select to sign out of Studio.
Projects: Select to show Projects associated with the current login.
Sessions: Highlighted, but otherwise inactive, while in the Session.
Connected: Click to disconnect from the Studio server.
Session Name and ID menu: In addition to showing the name and ID of the current Session, the Session settings are also available from the menu:
Settings: Click to access the settings for this Session (available to Hosts only). See Defining Access and Permissions in Studio Sessions for more information.
Leave: Click to exit the Session.
Finish Session: Click to finalize the Session (available to Hosts only). See Finishing a Session for more information.
Status: Shows your current status in the Session, if any. Select a status from the dropdown list, if desired.
The Attendees list in the Studio panel lets you know who else is in the Session and what they are doing. The list shows the name of the Attendees, the document they are viewing, and their current Status. The document name will change to Following Attendee Name if they are Following another Attendee or Offline if they are not currently in the Session.
The Attendees list also allows you see what another Attendee is viewing. Click any Attendee’s name in the list and the main workspace will change to show what they are viewing at that moment.
Session Hosts have some additional tools available to them. These icons are only visible to Hosts.
Attendee Access: Click to open the Attendee Access settings (available to Hosts only). Useful when it is necessary to Deny an Existing Attendee Access or Restrict Access to a Session.
Invite: Click to invite someone to attend the Session (available to Hosts only). See Inviting Attendees to the Session for more information.
The Documents list in the Studio panel shows a list of documents available in the Session. The Host can add documents to the Session and has the option to allow some or all Attendees to add documents.
Documents can be sorted alphabetically or by date. Click Sort to select one of these sort options.
Attendees with the necessary permissions can add files to the Session. Click Add File, then navigate to and select the desired file or files and click Open to add them.
Note: In order to upload or download a file in Studio, the system clock of the local machine must be set up correctly so that it is in sync (within 15 minutes) with UTC, otherwise any attempt to upload or download a file in Studio will result in an error. Update the system clock of the local machine so that it is correct for the time zone specified in its Date and Time settings and try the upload or download again.
The Record tab, located at the bottom of the Studio panel, is a history of events of the Session. A Session is both interactive and individual. A number of Attendees can be in a Session and collaborate at the same time or they can work independently as their time allows. The Record allows you to follow other Attendees actions and comments as the Session progresses and follow the history of how an open Session progressed when you were not attending.
The Record is a combination of chat between Attendees, a record of when Attendees joined and left the Session, and a record of markups as they were added and changed.
The Record has the following characteristics:
- Each Record entry has a line number, status icon, attendee name, and description.
- The icon for a markup or measure is the same icon that is used in the menus and toolbars.
- A is used instead when a markup or measurement has been deleted.
- Each Record entry is also a link to what the Attendee was viewing when the entry was made. This provides additional context. Click on any Record entry and the main workspace will update to show what the Attendee was viewing at the time the entry was made.
- The field at the bottom of the Record is a Chat field. Click in this field, type a message, then press ENTER to send a message to the other Attendees. This message is added as a Record entry and is visible to all Attendees.
- The Filter button lets you show only certain types of Record entries. Click the Filter button and enable or disable Chat, Markup, Document, Attendee, or Alert as desired.
Studio Sessions benefit from a seamless transition between online and offline modes. While you are online, any changes made to a PDF in the Session (such as, adding markups or comments) are updated in real time. If you make changes to a Session document while offline, the changes are preserved (and shown on the Pending tab at the bottom of the Studio panel) and automatically synced with the Session once you reestablish your connection.
Note: Changes made to a Session PDF are entered in the Session Record as having been made when they are uploaded to the Session (that is, when you get back online), not when they were made while offline. The Creation Date column in the Markups list, however, it will show the actual date and time of creation.
Several Session-specific commands are available by
- Open Session: Opens the Session.
- Copy Session ID: Copies the Session ID to the clipboard.
- Copy Session Invitation (Host only): Copies the default Session Invitation message to the clipboard, including the Session ID and the Session URL. You must be the Session Host to perform this function.
- Manage Notifications: Opens
a new browser tab to the Studio Enterprise portal.See How to Manage Studio Notifications for more information.
- Remove From List: Removes the Session from your Sessions list. Does not finish the Session or affect the Sessions list of other attendees.
- Finish Session (Host Only): Finalizes the Session. See Finishing a Session for more information.