Using Zoom Sheets during a meeting

Zoom Sheets is a powerful spreadsheet tool that enables you to share and collaborate on spreadsheets during Zoom Meetings. While Zoom Sheets offers extensive capabilities for creating and managing spreadsheets in advance, including organizing data, building formulas, and structuring information, the in-meeting functionality is specifically focused on sharing these prepared spreadsheets with participants for real-time collaboration. During the meeting, sharers can control participant access levels and optionally allow participants to retain access to the spreadsheet after the meeting ends.

Requirements for using Zoom Sheets during a meeting

• Zoom desktop client for Windows, macOS, or Linux: 7.0.0 or higher
• Zoom Sheets enabled
• Allow participants to share documents in meetings enabled

How to share a spreadsheet during a meeting

1. Start or join your Zoom Meeting.
2. In the meeting control, click Hub.
   Note: If you don’t see that option, click More, then Hub.
3. Click Sheets.
4. Search for the desired spreadsheet.
5. Hover over the spreadsheet, and click Share in meeting.
6. Next Meeting participants' access to this spreadsheet, select the desired permission level for the participants:
   • Can edit: Allows participants to edit and comment on the spreadsheet.
   • Can comment: Allows participants to comment on the spreadsheet.
   • Can view: Participants can only view the spreadsheet.
7. (Optional) Select the Keep signed-in meeting participants' access to the spreadsheet after the meeting ends checkbox to allow participants to retain their access to the spreadsheet.
8. Click Start collaborating.
9. The spreadsheet will be shared with the meeting participants for viewing and collaboration.

How to create a spreadsheet during a meeting

1. Start or join your Zoom Meeting.
2. In the meeting control, click Hub.
   Note: If you don’t see that option, click More, then Hub.
3. Click Create to co-edit, then click Sheets.
   A new blank spreadsheet will open in the meeting.
4. Add content to the spreadsheet.
5. (Optional) Change your collaborators' permissions to the spreadsheet as desired.

How to manage permission to spreadsheets during a meeting

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

1. Create or share an existing spreadsheet.
2. On the top right of the spreadsheet, click Share.
3. Under Collaborators, set the permissions for the spreadsheet (Editor, Commenter, Viewer), and if the access is Temporary (access only for the duration of the meeting) or Persistent (access remains after the meeting ends).