Using the Microsoft OneDrive and SharePoint App

The Microsoft OneDrive and SharePoint app helps businesses collaborate within Team Chat by allowing users to easily and quickly access their OneDrive and SharePoint storage. This app allows users to access files and documents from OneDrive and SharePoint without having to switch back and forth between applications.

This article covers:

Prerequisites for using the Microsoft OneDrive and SharePoint app

Limitations for the OneDrive and SharePoint app

How to install from the Zoom App Marketplace

  1. Sign in to the Zoom App Marketplace.
  2. In the top-right corner of your screen, search for the OneDrive and SharePoint app by Zoom.
  3. Click Add.
  4. Review the requested permissions and click Authorize.
    Once installed, the app will be displayed under the Apps section of the Team Chat tab of the Zoom desktop client.

How to connect the Team Chat App to your OneDrive and SharePoint account

  1. Sign in to the Zoom desktop client.
  2. Click the Team Chat tab .
  3. At the bottom of the left chat panel, find the Apps  section.
  4. Select the OneDrive and SharePoint app.
  5. Click Connect.
    You will be prompted to connect your Zoom account with your OneDrive Business and SharePoint Online account.
  6. Sign in with your OneDrive Business and SharePoint Online account.

    When sign-in is successful, you will see a message from the app indicating it is ready to use.

How to use the OneDrive and SharePoint app

With the OneDrive and SharePoint app for Zoom Team Chat you will be able to:

Create a new OneDrive and SharePoint file

  1. Sign in to the Zoom desktop client.
  2. Click the Team Chat tab .
  3. Select the 1:1 or group chat you want to share a file with.
  4. Below the chat text compose box, click on the OneDrive and SharePoint app icon .
    A menu of options will appear.
  5. Click the type of document you want to create:
  6. Enter a title for the new document.
  7. Click Create.
    A new document will be created and available for use.

Word documents, Excel workbooks, PowerPoint presentations, and other files can also be quickly shared by using a slash command.

Share a file

  1. Sign in to the Zoom desktop client.
  2. Click the Team Chat tab .
  3. Select the 1:1 or group chat you want to share a file with.
  4. Below the chat text compose box, click on the OneDrive and SharePoint app icon .
    A menu of options will appear.
  5. Click Share from OneDrive and SharePoint.
    The OneDrive file picker will appear.
  6. Search for and select a file.
  7. Click Select to post it to the Team Chat conversation.

Set sharing permissions for files shared from OneDrive and SharePoint

Upon creating a new Word document, Excel workbook, or PowerPoint presentation, or sharing a file from OneDrive Business and SharePoint Online to a conversation in Team Chat, you will be able to set your sharing permissions for that file. This allows you to control who has access to the document or file.

After creating or selecting a document to share with others, adjust the following permissions for this file:

Slash commands for the OneDrive and SharePoint app

Once installed, the OneDrive and SharePoint app can be used from any Team Chat channel. The following slash commands are available in any 1:1, group chat, or chat channel:

How to disconnect the Team Chat app from your OneDrive and SharePoint account

  1. Sign in to the Zoom desktop client.
  2. Click the Team Chat tab .
  3. At the bottom of the left chat panel, find the Apps  section.
  4. Select OneDrive and SharePoint.
  5. Enter the slash command /onedrive disconnect.
  6. Click Disconnect.
    The app will be disconnected from your Google Workspace account

How to remove the OneDrive and SharePoint app

  1. Sign into the Zoom App Marketplace.
  2. In the top-right corner of the page, click Manage.
  3. In the navigation menu, click Added Apps.
  4. Next to the OneDrive and SharePoint app, click Remove.
  5. Confirm the dialogue and click Remove.

Data Security