Managing auto-deletion for My Notes

note icon
Users can now create and manage their notes using  My Notes, which provides an upgraded experience with AI. As Zoom Notes is being deprecated, users should begin transitioning to My Notes to maintain uninterrupted access to note-taking functionality.

Users and administrators can set an auto-deletion period for My notes and Classic notes (formerly Zoom Notes). Once the note has been deleted based on the auto-deletion policy, the note will be permanently deleted from the trash 30 days late. 

Requirements for enabling auto-deletion for My Notes

Table of Contents

How to enable auto-deletion of My Notes

Enable or disable auto-deletion for My Notes for the entire account

This setting allows account owners or admins to enable or disable auto-deletion of My Notes for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Notes.
  5. Click the My notes tab.
  6. Under Notes Retention, enable Auto-delete specified Notes.
  7. Set how long before Notes are automatically deleted, based on the Last modified date or the Created date.
  8. (Optional) Enable Save starred notes to exempt starred notes from the retention policy.
  9. Under Set the reminder before, select whether a reminder will be displayed to users 5, 15, or 30 days before the note will be auto-deleted. 
  10. (Optional) To prevent all users in your account from changing this setting, click the lock  icon, and then click Lock to confirm the setting.

Enable or disable auto-deletion for My Notes for a group of users

This setting allows account owners or admins to enable or disable auto-deletion of My Notes for a specific group of users. Changes apply only to users in the selected group.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the applicable group name from the list.
  6. In the General configuration section, click Edit product settings.
  7. Click the Notes tab.
  8. Click the My notes tab.
  9. Under Notes Retention, enable Auto-delete specified Notes.
  10. Set how long before Notes are automatically deleted, based on the Last modified date or the Created date.
  11. (Optional) Enable Save starred notes to exempt starred notes from the retention policy.
  12. Under Set the reminder before, select whether a reminder will be displayed to users 5, 15, or 30 days before the note will be auto-deleted.
  13. (Optional) To prevent all users in the group from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Enable or disable auto-deletion for My Notes for your personal account

This setting allows individual users to enable or disable auto-deletion of My Notes for their personal account. You do not need admin permissions to change the setting, unless it is locked by an admin for the entire account or a group of users.

  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click My account.
  3. In the side menu, click Settings .
  4. Click Notes.
  5. Click the My notes tab.
  6. Under Notes Retention, enable Auto-delete specified Notes.
  7. If a verification dialog displays, click Enable or Disable to verify the change.
    Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
  8. Set how long before Notes are automatically deleted, based on the Last modified date or the Created date.
  9. (Optional) Enable Save starred notes to exempt starred notes from the retention policy.
  10. Under Set the reminder before, select whether a reminder will be displayed to users 5, 15, or 30 days before the note will be auto-deleted. 

How to enable auto-deletion of Classic notes (formerly Zoom Notes)

Enable or disable auto-deletion of Classic notes for the entire account

This setting allows account owners or admins to enable or disable auto-deletion of Classic notes for all users in the account.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Settings .
  4. Click Notes.
  5. Click the Deprecated notes tab.
  6. Under Notes Retention, enable Auto-delete specified Notes.
  7. Set how long before Notes are automatically deleted, based on the Last modified date or the Created date.
  8. (Optional) Enable Save starred notes to exempt starred notes from the retention policy.
  9. Under Set the reminder before, select whether a reminder will be displayed to users 5, 15, or 30 days before the note will be auto-deleted. 
  10. (Optional) To prevent all users in your account from changing this setting, click the lock  icon, and then click Lock to confirm the setting.

Enable or disable auto-deletion of Classic notes for a group of users

This setting allows account owners or admins to enable or disable auto-deletion of Classic notes for a specific group of users. Changes apply only to users in the selected group.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit groups.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Users .
  4. Click Groups.
  5. Click the applicable group name from the list.
  6. In the General configuration section, click Edit product settings.
  7. Click the Notes tab.
  8. Click the Deprecated notes tab.
  9. Under Notes Retention, enable Auto-delete specified Notes.
  10. Set how long before Notes are automatically deleted, based on the Last modified date or the Created date.
  11. (Optional) Enable Save starred notes to exempt starred notes from the retention policy.
  12. Under Set the reminder before, select whether a reminder will be displayed to users 5, 15, or 30 days before the note will be auto-deleted.
  13. (Optional) To prevent all users in the group from changing this setting, click the lock icon, and then click Lock to confirm the setting.

Enable or disable V for your personal account

This setting allows individual users to enable or disable V for their personal account. You do not need admin permissions to change the setting, unless it is locked by an admin for the entire account or a group of users.

  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click your profile picture or initials, then click My account.
  3. In the side menu, click Settings .
  4. Click Notes.
  5. Click the Deprecated notes tab.
  6. Under Notes Retention, enable Auto-delete specified Notes.
  7. If a verification dialog displays, click Enable or Disable to verify the change.
    Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your Zoom admin.
  8. Set how long before Notes are automatically deleted, based on the Last modified date or the Created date.
  9. (Optional) Enable Save starred notes to exempt starred notes from the retention policy.
  10. Under Set the reminder before, select whether a reminder will be displayed to users 5, 15, or 30 days before the note will be auto-deleted.