Getting Started with Signage and Signage Plus

Signage lets you display images, videos, web pages, and additional content on screens throughout your organization, such as lobbies, hallways, conference rooms, and common areas. You manage your content from one place in the Zoom web portal and control what plays on which screen and when.

Signage can play content on dedicated Signage screens, through a web URL, and in Zoom Rooms-enabled rooms. For more information, visit the frequently asked questions about Zoom Signage and Signage Plus.

Requirements for Signage and Signage Plus

• A Signage license (for Signage) or a Signage Plus license (for Signage Plus)
• Account owner, or Signage admin role with edit permissions

For enabling Signage with Zoom Rooms

• Zoom Rooms version 7.2.5 or later is required for Signage. For each platform, see the global minimum version:
  • Zoom Rooms for macOS global minimum version or higher
  • Zoom Rooms for Windows global minimum version or higher
  • Zoom Rooms for Appliances global minimum version or higher
  • Zoom Rooms for Touch (iPad) global minimum version or higher

See the Zoom Spaces Certified Hardware page for hardware compatibility and version requirements. 

How to create a playlist

Follow these steps to create a playlist.

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 Product configuration .
4. Click Signage, then click Playlists.
5. In the top right, click Create playlist.
6. To the right of New playlist, click Edit .
7. Enter the desired name for the playlist, then click Update.
8. To upload or select content from different sources, click Add content.
9. After selecting the content for upload, click Add.
10. At the top right, click one of the following.
    • Preview
    • Cancel
    • Save
      Note: If you want to choose an action other than Save, click the down arrow and click one of the following:
      • Save draft - to save the playlist as a draft to make changes later.
      • Publish
      • Publish to screen
11. (Optional) The following options can be viewed or done on the playlist:
    • Each item in a playlist has a Display mode. You can click the drop-down in that column and choose between Crop, Fit, or Stretch.
    • To add tags to an existing playlist, on the far right of the playlist's name, click Edit. Then click Add tags next to Tags.
    • On the Playlists page, each playlist shows a Status (Published or Draft) and the number of Assigned locations / screens.

How to create a layout

The Layouts page is a Signage Plus feature. Layouts let you divide a screen into multiple zones and play different content in each. To assign layouts to screen(s), the screen(s) must have Signage Plus licenses.

Follow these steps to create a layout.

1. Sign in to the Zoom web portal as an admin with view/edit privileges to Signage Management/Signage Content Library/Content.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration .
4. Click Signage, then click Layouts.
5. In the top-right corner, click Create layout.
6. In the Layout name field, enter the layout name.
7. On the Screen orientation, select Landscape or Portrait.
8. On the Layout tab, click the desired resolution.
9. (Optional) Select a tag from the Select tags drop-down.
10. Click Next.
11. Under the Layout tab, to filter the layout selection, click the All layout drop-down and click All layout, 1 zone, 2 zones, 3 zones, or 4 zones.
12. Click the tile of the desired layout.
13. (Optional) Click the Header or Footer toggle to enable the option.
14. Click the Click to assign content option.
15. Under the Content types tab, click the desired content type media or integration, such as Image, Video, Web, Playlist, Instruction, Google Drive, OneDrive, Dropbox, Box, Whiteboard, Workspace Reservation, Tableau, Power BI, or PowerPoint, to filter the selection.
16. On the right side, click the tile of the desired content.
17. On the top right, click one of the following.
    • Preview
    • Cancel
    • Save
      Note: If you want to choose a different action than Save, click the down arrow  and click one of the following:
      • Save draft - to save the playlist as a draft to make changes later.
      • Publish
      • Publish to screen

How to create schedules

The Schedules page is a Signage Plus feature, which includes centralized schedules (rule-based scheduling by screen, tag, and location, and an event-based calendar). On Signage, you can still schedule content at the location level, without centralized schedules. To schedule content for a location on Signage, the screens must have Signage Plus licenses

Follow these steps to create schedules.

1. Sign in to the Zoom web portal as an admin with view/edit privileges to Signage Management/Signage Content Library/Content.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration .
4. Click Signage, then click Schedules.
5. At the top, click Create schedule.
6. In the New schedule field, enter your preferred schedule name.
7. Click .
8. In the middle, click the preferred date and time from the calendar for the schedule.
9. In the Create event section on the right, under Content type, click the drop-down and select the content type.
10. Under Content, click the tile of the preferred content.
11. Under Display mode, select Crop, Fit, or Stretch.
12. Under Duration, set the preferred length of time.
13. Under Start date and time, set or change the date and time.
14. Under End date and time, set or change the date and time.
15. Under Repeat, click Never, Daily, Weekly, Every weekday (Monday to Friday), Monthly, or Annually.
16. Under Event color, click the preferred color.
17. (Optional) Under Priority, click Set as top priority.
    If this is not set, the default priority depends on the time when the event is created; the most recently created event has the highest priority.
18. Click Create.
    Notes:
    • The Schedules page lists your schedules with their Name, Status (Draft or Published), and Assigned screens. Use Search to find a schedule, and switch the calendar between views, such as Week.
    • For each schedule, click the three dots to open a menu with Edit, Screen assignment, Settings, and Delete. You can also assign and publish from the Schedules page.
    • Click Screen assignment at the top of the calendar to choose the screens or locations that play the schedule.

How to assign assets, playlists, layouts, or schedules to screens or locations

Assigning an asset to a location

Follow these steps to assign an asset to a location.

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 Product configuration .
4. Click Signage, then click Assets.
5. On the far right of the asset, click more , then click Screen assignment.
6. Click the location or screen to assign the asset.
7. Click Assign to screens.
   When Selected as location tag appears, the asset is assigned to every screen under that location in the hierarchy. Any screen added to that location later is also assigned the asset.
   If the tag doesn’t appear, the asset is assigned only to the screens checked at the time. New screens do not automatically inherit the asset.

Assigning a playlist to a screen

Follow these steps to assign a playlist to a screen.

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 Product configuration .
4. Click Signage, then click Playlist.
5. On the far right of the playlist, click Screen assignment.
6. On the right side, select the location or screen to assign the playlist.
7. Click Assign to screens.
   When the Selected as location tag appears, the playlist is assigned to every screen under that location in the hierarchy. Any screen added to that location later is also assigned the playlist.
   If the tag doesn’t appear, the playlist is assigned only to the screens checked at the time. New screens do not automatically inherit the playlist.

Assigning a schedule to a location

Schedules can only be added to screens with Signage Plus licenses. Follow these steps to assign a schedule to a location.

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 Product configuration .
4. Click Signage, then click Schedules.
5. On the right of the schedule, click more .
6. Click Screen assignment.
   Note: If Screen assignment does not appear in the menu, click Publish, then click more , and click Screen assignment.
7. Click the location or screen to assign the schedule.
8. Click Assign to screens.
   When the Selected as location tag appears, the schedule is assigned to every screen under that location in the hierarchy. Any screen added to that location later is also assigned the schedule.
   If the tag doesn’t appear, the schedule is assigned only to the screens checked at the time. New screens do not automatically inherit the schedule.

Assigning a layout to a screen or location

Layouts can only be added to screens with Signage Plus licenses. Follow these steps to assign a layout to a screen or a location.

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 Product configuration .
4. Click Signage, then click Layouts.
5. Click Screen assignment.
   Note: If the Screen assignment option does not appear in the menu, click Publish, then click more , and click Screen assignment.
6. Click the location or screen to assign the layout.
7. Click Assign to screens.
   When the Selected as location tag appears, the layout is assigned to every screen under that location in the hierarchy. Any screen added to that location later is also assigned the layout.
   If the tag doesn’t appear, the layout is assigned only to the screens checked at the time. New screens do not automatically inherit the layout.

How to access assets for Signage

Follow these steps to access assets for Signage.

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 Product configuration .
4. Click Signage, then click Assets.

Adding assets

You can follow the steps below to add assets for Signage from different sources.

1. To add assets, click New folder, Upload image, Upload video, New web, or More sources.
2. (Optional) To find an existing asset, you can search by name, sort, or filter with Select tags.
3. (Optional) On the top right, click to change to list view, or click to change to grid view.
4. To add content from other sources, click More sources. You can click on one of the following:
   • Instructions - This allows adding pre-set Zoom instructions.
   • Workspaces - This allows adding Workspace Reservation floor maps.
   • Whiteboards - This lets you select an existing whiteboard.
   • Workvivo TV - This allows adding assets from Workvivo TV.
   • Google Drive - This allows adding assets from Google Drive.
   • OneDrive - This allows adding assets from OneDrive.
   • Dropbox - This allows adding assets from Dropbox.
   • Box - This allows adding assets from Box.
     Note:
     • Zoom content, such as Whiteboards, Workspaces, and Workvivo TV, is added in the Signage assets library, not under Integrations.
     • Whiteboards, Workspaces, and Workvivo TV are available with both Signage and Signage Plus.
       The list shows Asset name, Asset thumbnail, Asset type, Access, Tags, Created by, and Last updated.
5. Click the three dots at the end of a row for more actions, including Screen assignment.

How to add a third-party integration

Integrations require a Signage Plus license to display on a screen. It lets you show content from services from other companies, such as Tableau, Power BI, and PowerPoint, on your screens. Follow these steps to add an integration.

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 Product configuration .
4. Click Signage, then click Integrations.
5. Next to the integration you want (Tableau, Power BI, or PowerPoint), click Add.
   The page for the integration opens. If no account is connected, the page shows a no-account-connected message or the matching message for the service.
6. Click Connect for the corresponding service and complete the authorization.
7. After you authorize, return to the integrations page. Add the content you want to display from the integration.
8. Add the content to your assets.
   You can use it in playlists, layouts, and schedules, and assign it to screens.

Notes:

• The integration uses your own account with the other company's service, so you must have access to the content you want to display.
• Zoom content such as Zoom Whiteboard, Workvivo TV, and Workspace Reservation floor maps is not under Integrations. You add it at the asset library level. See the Assets page.
• Integration content needs a Signage Plus license. On a screen that has only a Signage license, integration content is grayed out.

How to schedule content for a location

Follow these steps to schedule content at the location level on Signage or Signage Plus, without creating a centralized schedule.

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 Product configuration .
4. Click Signage, then click Schedules.
5. Follow the steps in creating schedules, then go to the location you want to schedule content for.
6. At the bottom of the Signage tab, find the Scheduled content list.
7. Click Add Content, then select the content.
   Schedule properties open after you add the content. To change the schedule later, click the edit (pencil) icon to the right of the item.
   Note: Schedule properties open after you add the content. To change the schedule later, click edit to the right of the item.
8. Set the start and end:
   • Start date and time
   • End date and time
9. Under Repeat, select one of the following:
   • Never
   • Daily
   • Weekly (on the day of the start date)
   • Every weekday (Monday to Friday)
   • Monthly (on the date of the start date)
   • Annually (on the date of the start date)
10. Click Save.

Overlapping content

If more than one scheduled item is set to play at the same time, an admin chooses how Signage handles the overlap. Follow these steps to access the Overlapping Content.

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 Product configuration .
4. Click Signage, then click Screens.
5. Click Account Settings.
6. Click the Signage tab.
7. Under Overlapping Content, click on one of the following to choose how overlapping scheduled content plays on your screens:
   • Play one item only: Only the item highest in the content list plays. Items below it are skipped during the overlap. Drag items in the list to change priority.
   • Play all items together: All overlapping items are combined into one list and play one after another, in list order.
8. Click Save.