Getting started with Zoom Docs

Zoom Docs is a tool designed to transform the way you collaborate and track projects. Zoom Docs empowers users to seamlessly draft, organize, and share working materials and documents, whether in or out of meetings.

Key Features of Zoom Docs:

• Collaborative Drafting: Create working materials with ease using basic editing tools, block actions, and a variety of content types that can be added or embedded within documents.
• Effortless Organization: Organize and share materials that can be easily shared directly with other users via email or in Team Chat channels.
• AI Companion: Leverage AI Companion for Zoom Docs features to generate and translate content, enhancing efficiency and productivity.
• Flexible Management: Enable or disable Zoom Docs at the account or group level to tailor the experience to your needs.

For a more detailed walkthrough, see our guides on Zoom Docs features. Administrators who need to enable docs for their account can consult our Zoom Docs administrator guide.

This article covers:

• Creating Zoom Docs
• Navigating Zoom Docs
  • Homepage left sidebar
  • Tabs on the homepage
• Adding a page
• Sharing a doc
• Using doc shortcuts

Prerequisites for getting started with Zoom Docs

• Basic, Pro, Pro Plus, Business, Business Plus, Education, or Enterprise account
• Zoom Workplace desktop app for Windows, macOS, or Linux: 6.1.6 or higher
• Zoom Workplace mobile app for Android or iOS: 6.1.6 or higher
• Zoom Web App
• Zoom Docs enabled
• Zoom system requirements

Creating Zoom Docs

You can create Zoom docs using the:

• Zoom web portal.
• Zoom Workplace desktop app.
• Zoom Workplace mobile app.
• Zoom Web App.
• Zoom Meetings.

Navigating Zoom Docs

Homepage left sidebar

The left sidebar contains several sections for you to explore. Apart from the features listed below, we are continuously adding more.

• My Profile: For account management, signing out, and personal settings.
• Search: Allows you to search docs by titles and contents.
• Various Tabs: Access your docs, shared docs, and favorites, among others.
• Settings: Change your page settings.
• Trash: Shows pages and docs you've deleted in the last 30 days. You can restore them within this period.

Tabs on the homepage

• Notifications: Access your comment notifications and documents where you were mentioned.
• Recent: Shows pages and docs you've recently viewed.
• My Meetings: Access a list of your latest Zoom meetings and generate a document to collaborate with your participants for eligible meetings.
• My Docs: Display and access all the docs you own.
• Shared with Me: Shows docs owned by others and documents where you are a collaborator.
• Starred: Access your most-used documents. To star a page or document, click on the star icon  .

Adding a page

Your doc will start with one page. You can add more pages by clicking the + Add page icon in the top-left corner.

After adding pages, a page list appears on the left-hand side. You can add more pages by clicking the + Add icon at the bottom of this list.

You can also add a subpage to an existing page by clicking on the ... icon beside the page title and choosing Add page, or by typing / anywhere on your current page and choosing Add subpage. Learn more about using Zoom Docs.

Sharing a doc

You can share a doc to allow others to view and collaborate with the appropriate permissions. Click Share in the top-right corner and enter the name of the Zoom user you would like to share with. From the Share menu, you can also change who can access the doc and copy a link to share outside of Zoom. Learn more about Zoom Docs sharing permission types.

Using doc shortcuts

Zoom Docs shortcuts can help you save time and improve your productivity when using the solution. Knowing the most common shortcuts can make navigating your docs easier and help you stay focused on the content. Learn more about using keyboard and mouse shortcuts with Doc.