Using Zoom Docs

Using Zoom Docs is incredibly easy. You can begin typing right away and create various documents like brainstorming notes, letters, and guides, to name a few. As you write, you can apply formatting such as bold, italics, underline, strikethrough, and bullets, just as you would with other document platforms. You can also add pages to your Zoom Docs to create a Wiki-like structure document. You can also share your Zoom Docs to allow others to collaborate when you are working on a common document. To access and manage Zoom Docs you created and that others have shared with you, you can refer to this article.

This article covers:

• How to create a new doc from Zoom Docs
• How to use the Slash menu
• How to use the Zoom Docs text editor toolbar
• How to use the advanced editing tools
  • Featured
  • Layout & Style
• How to add a page to your Zoom Docs
• How to manage the layout of a Zoom Docs
  • Access a Zoom Docs page options
  • Drag and drop content in Zoom Docs
• How to share your Zoom Docs
• How to comment on your Zoom Docs
  • View and reply to comments on your Zoom Docs
  • Resolve or delete comments from Zoom Docs
• How to manage your Zoom Docs

Prerequisites for using Zoom Docs

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

How to create a new doc from Zoom Docs

You can easily create a new doc from either your Zoom app or the web portal. Once created, you can access and work on your Zoom Docs in those environments as needed.

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

How to use the Slash menu

While editing your Zoom Docs, you can type slash / to insert the following types of items:

• Basic: Text, headers, bulleted lists, etc.
• Featured: Ask AI to write and Data table.
• Display: Table, Callout, Quote, etc.
• Media: Image, Audio, Video, etc.
• Page: Subpages and links to pages.
• Mention: Person, date, file.
• Embed: YouTube, X, Google Drive file, Figma, etc.
• Actions: Copy link, insert above, insert below, etc.

How to use the Zoom Docs text editor toolbar

The text editor toolbar provides you with easy access to various formatting and editing tools.

At the top of your document the following tools are available to help you with the following:
Note: Highlighting a text gives you access to the same tools. You can use different shortcuts for basic editing if you want to perform different actions straight from your keyboard.

• Undo : Undo the last action.
• Redo : Redo the last action.
• Bold : Bold the selected text.
• Italicize : Italicize the selected text.
• Underline : Underline the selected text.
• Strikethrough : Striketh through the selected text.
• Text Color: Changes the text color for the selected text.
• Link : Adds a hyperlink to the selected text.
• Mark as code : Changes the selected text into a code block.
• Create equation : Change the selected text to an inline block equation.
• Text Alignment : Align the selected text in either left, right, or center alignment, increase or decrease indent.
• Comment : Adds a comment to the selected text.
• (Optional) More: Click More, if some options are not viewable to view them.
  Note: Visible only from the Zoom app.
• Plus : Access advanced editing tools.

How to use the advanced editing tools

In addition to the basic editing, clicking the plus sign icon  allows you to access many featured actions, layouts, and styles when highlighting a text. You can select the following options:

Featured

• Data Table: Insert a data table.

Layout & Style

• Table: Insert a basic table.
• Callout: Insert a callout text in the doc.
• Quote: Turns the selected text into a block of quoted text.
• Web card: Allows the insertion of a web card based on a URL, which includes the page title, a preview of the page text, and the URL itself.

How to add a page to your Zoom Docs

1. From your document, on the top left of the page, click the Add page icon.
2. Add a title to the page.
   • (Optional) On the left of the page, to the right of the name of your page, click the more icon , then click Add page to add a sub-page to your page.
3. Use the Slash / menu as desired.
4. On the top right of the new page, click the more icon  and click Delete to delete the page.
   The page will be deleted as well as any sub-pages.
5. (Optional) Under your new page, click + Add, to add a new page.

How to manage the layout of a Zoom Docs

You can organize the content of your Zoom Docs by using the Page options setting and dragging and dropping what you need as described in the following sections below.

Access a Zoom Docs page options

1. Open your document.
2. On the right, click the more icon  then Page options.
3. In the Page options window, select any of the following options:
   • Cover: Add or remove a cover to your document.
   • Icon: Add or remove an icon to the header of your document.
   • Title: Display or hide the title section of your document.
   • Author: Display or hide the author of your document.
   • Last Updated: Display or hide the date the document was last updated.
   • Outline: Display or hide the outline of your document.
   • Font style: Change the font style of your document.
   • Page width: Change the page width of your document.
4. On the top right of the Page Options window, click the X icon to exit the window.

Drag and drop content in Zoom Docs

You can effortlessly arrange content on your page by using the drag-and-drop feature. This allows you to move text, images, and other objects to achieve your desired layout with ease.

1. Open your document.
2. On the left of your text, image, or other object, click the drag icon , then drag and drop it anywhere within the document.

How to share your Zoom Docs

Once you create your document, you can easily share it with others, enabling collaboration. Sharing the document allows everyone to work together, comment on any part of the document, and tag specific people in the comments.
Learn more about Zoom Docs user permission types.

1. Open your document.
2. On the top right of your Zoom Docs, click Share.
3. In the Share window, do one of the following:
   • In the search box, enter the contact(s), channel(s), or email address(es) you desire to share the document with, then select one of the following permission levels:
     Note: When using this method to share a document, by default your contact will be notified via email and will be granted the Commenter permission level.
     • Co-owner: Allow your contact to have the same permissions as the original doc owner, including sharing, editing, commenting, and deleting.
     • Editor: Allow your contact to make changes to the document and comment as necessary.
     • Commenter: Allow your contact to comment only on your document.
     • Viewer: Allow your contact to view only your document.
     • (Optional) Select Notify in chat, if you have this feature and would like to notify your contact via chat. Enter a message, then click Send.
       Your user(s) will receive a notification in Team Chat.
   • Under Link Access, select one of the following:
     • Only you can access: This is selected by default, giving you only the ability to work on the document.
     • Collaborators only: Add collaborators and the default link access will be updated to allow collaborators access to the document.
     • Anyone in [Name of your organization]: Allow anyone in your organization’s Zoom account to search for the document and access it by link.
     • Anyone with link: Allow anyone with the doc link to view the content, however, to comment or edit, users need to be signed in to their Zoom account or app.
       Note: This feature can only be enabled by your account admin. Contact your admin if this option is greyed out and you cannot select it.
   • Click Copy Link, to manually share the link of the document with others.

How to comment on your Zoom Docs

1. Open your document.
2. Highlight a text in your document, then in the toolbar that appears, click the comment icon  .
3. In the Comment box, enter your comment, then click the send icon  .
4. (Optional) At the bottom left of the comment box, click one of the following icons:
   • Tag icon : Tag a specific user(s) to your comment.
     Note: You can tag a user that you didn’t share the document with and the document will automatically be shared with them.
   • Emoji icon  : Add an emoji to your comment.
   • Attach icon : Attach a file from your computer to your comment.

View and reply to comments on your Zoom Docs

1. Open your document.
2. On the top right of the Zoom Docs, click the comment icon  or Unread to show new comments on your document.
3. Click on your comment.
4. In the Reply box, enter your reply.
5. Click the send icon  .
6. (Optional) Click the more icon  , then click Copy link, to manually send a link of your comment to others.

Resolve or delete comments from your Zoom Docs

1. Open your document.
2. On the top right of the Zoom Docs, click the comment icon  or on the right, click the comment with number icon.
3. Click on your comment, then on the right of the window, click one of the following:
   • Resolve icon  : To resolve the comment(s).
   • More icon  : Select Delete thread, to delete the comment(s).

How to manage your Zoom Docs

Follow this guide to manage your Zoom Docs.