Using Zoom Docs during a meeting

Zoom Docs can significantly enhance your Zoom Meetings by providing a versatile tool to streamline your preparations. With Zoom Docs, you can efficiently prepare for meetings in advance, allowing you to organize your thoughts, create agendas, and gather necessary information. Additionally, you can take notes, quickly collaborate with others in real-time, making it easy to share ideas, edit documents together while in a meeting, and ensure everyone is on the same page. Moreover, Zoom Docs enables you to generate impromptu meetings effortlessly, facilitating spontaneous discussions and immediate collaboration when needed.

This article covers:

• How to access Zoom Docs during a meeting
  • Create a Zoom Docs during a meeting
  • Share a Zoom Docs during a meeting
  • Take notes using Zoom Docs during a meeting
  • Give permission to Zoom Docs during a meeting
  • Advanced Zoom Docs sharing options during a meeting
• How to quickly meet in a Zoom Meeting while working on a Zoom Docs
• How to schedule a Zoom Meeting while working on a Zoom Docs

Prerequisites for using Zoom Docs during a meeting

• Basic, Pro, Pro Plus, Business, Business Plus, Education, or Enterprise account
• Zoom desktop client for Windows, macOS, or Linux: 6.1.6 or higher
  Note: Not supported on iOS, Android, and Zoom Web App at this time.
• In meetings Docs enabled by admin

How to access Zoom Docs during a meeting

1. Start or join your Zoom Meeting.
2. In the meeting control, click Docs.
   Note: If you don’t see that option, click More, then Docs.
3. In the Share docs window, do one of the following:
4. Create a doc.
5. Share an existing doc.
6. Proceed to the appropriate section in this article according to what you desire to do.

Create Zoom Docs during a meeting

While you are in a Zoom Meeting, you can create docs to help you create a list of action items, start a project plan, or others. Use the Slash menu/ to help you access those items and quickly format your content. All docs created in the meeting will be owned by the meeting host.

1. Click + New, to create a new Zoom Docs.
2. In your Zoom Docs page, start typing. You can add content such as the following amongst many:
   • Add a date using /date.
   • Add tasks using /To-do list.
   • Add a Data table to create a project management plan using /Data table.
3. (Optional) Change your collaborators' permission to the doc as desired.

Share Zoom Docs during a meeting

If you already created a doc, you can share the document while in a meeting.

1. In the Share docs window, do one of the following:
   • In the search box, enter the title, then click Share.
   • Highlight the Zoom Docs, then on its right, click Share.
     The content of the Zoom doc will be displayed and the URL will be accessible to all participants in the meeting chat.
2. (Optional) On the top right of the Zoom Docs, click Share to allow your participants to collaborate on it as needed.
3. On the top right of the Zoom Docs, click the X icon  to stop sharing it.

Take notes using Zoom Docs during a meeting

You can follow this guide to use Zoom Docs to take meeting notes.

Give permission to Zoom Docs during a meeting

When sharing a doc during a meeting, you can give other meeting participants permission to collaborate on a doc during your meeting.

1. Create or share an existing doc.
2. On the top right of the doc, click Share.
3. Under Collaborators to this doc, do the following:
   • Under Temporary, select:
     • Persistent access: Participants can access the doc during and after the meeting ends.
     • Temporary access: Participants can access the doc only during the meeting.
       Note: Temporary access is selected by default.
   • Under Commenter, change the permission to:
     • Editor: Can edit, manage pages via the page list, manage the doc’s permission, and leave and check comments.
     • Commenter: Can only comment on the doc and cannot edit.
     • Viewer: Can only view the doc and cannot edit or comment.
       Note: By default, anonymous meeting participants who are not signed into the Zoom app have view-only permission.

Advanced Zoom Docs sharing options during a meeting

You can change your Zoom Docs sharing options during your meeting to make sure the appropriate participants can share those documents.

Note: Anonymous users are meeting participants who are not signed into the Zoom app.

1. On the meeting controls menu, hover over the Docs icon, then click the up arrow  .
   The Advanced Sharing Options window will be displayed.
2. Enable or disable the following:
   • Allow participants to share docs.
   • If enabled, under Who can start sharing when someone else is sharing?, select:
     • Host only: Only the meeting host can share Zoom Docs during the meeting.
     • All participants (exclude anonymous users): All participants signed in to the Zoom app can share Zoom Docs during the meeting. Participants not signed in to the Zoom app cannot share those documents.
   • Under Who can create a doc in this meeting? Select:
     • Host only: Only the meeting host can create Zoom Docs during the meeting.
     • Internal users only: Only participants within the organization can create Zoom Docs during the meeting.
     • All participants (exclude anonymous users): All participants signed in to the Zoom app can create Zoom Docs during the meeting. Participants not signed in to the Zoom app cannot create documents.

How to quickly meet in a Zoom Meeting while working in Zoom Docs

While working or being on a doc, you can quickly meet with your collaborators as needed to speed up what needs to be done.

1. Create your docs if you haven’t created one or access it if you already have one.
2. On the top right of the page, click the camera icon  .
3. Click Meet now.
   You may be requested to open your Zoom application.
4. In the Open zoom.us dialog box, click Open zoom.us.
   Your meeting window will be displayed and your Zoom Docs will be automatically shared.
5. Invite your participants to the meeting.

How to schedule a Zoom Meeting while working on a Zoom Docs

While working or being on Zoom Docs, you can quickly schedule a meeting with your collaborators as needed.

1. Create your doc if you haven’t created one or access it if you already have one.
2. On the top right of the page, click the camera icon  .
3. Click Schedule meeting.
   You may be requested to open your Zoom application.
4. In the Open zoom.us dialog box, click Open zoom.us.
   Your meeting window will be displayed.
5. In the scheduled meeting window, adjust what you need as required.
   Under Attachments, your Zoom Docs will be attached to your scheduled meeting.
6. Click Save.