Sharing a note

Notes can be shared in and out of the meeting, either from the Notes Dashboard or from within the note itself. 

When you share your notes, you can also set the user’s permission to view, edit, or become a co-owner. When enabled by an admin, notes can also be shared with anyone in your organization or with external users.

This article covers:

Prerequisites for sharing a note during a meeting

How to share a note during a meeting

  1. Start a meeting from the Zoom desktop client.
  2. In the meeting controls toolbar, click the Notes button .
  3. At the top right, click New or click an existing note you would like to edit.
  4. Click the Share button .
  5. Under Share with Meeting collaborators, click Share to Meeting.
  6. In the next window, select the desired permissions for the participants:
  7. (Optional) Enable Allow persistent access to verified meeting participants after closing the document to allow participants access to the note after the note has been closed or the meeting ended. 
    Note: Participants must be signed into a Zoom Account when joining the meeting to be given persistent access.
  8. Click Share Note.
    Note: Notes can also be shared with other users who are not participating in the meeting, from the in-meeting window as well.

How to share a note outside of a meeting

  1. Sign in to the Zoom desktop client.
  2. At the top, click the Notes button.
    Note: If you don’t see the Notes option, click the More button then select Notes from the list.
  3. Open or create a new note.
  4. In the top right corner, click Share. 
  5. Enter the email address, name of the contact, or Team Chat channel you would like to share the note with and set their permissions.
  6. (Optional) Under Invite Message, enter a message that will be sent to the collaborators. 
  7. Click Share Note.

Web

  1. Sign in to the Zoom web portal.
  2. On the left menu, click Notes.
  3. Open or create a new note.
  4. In the top right corner, click Share. 
  5. Enter the email address, name of the contact, or Team Chat channel you would like to share the note with and set their permissions.
  6. (Optional) Under Invite Message, enter a message that will be sent to the new collaborators.
  7. Click Share Note.