How to Share Files During a Zoom Meeting

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Working together in telework can be difficult, especially when you are working with documents. Find out how to share documents on screen in Zoom.

Whether you want to share a document, presentation, video or image, Zoom has the features you need, but don’t make the process more complicated than necessary – follow the steps in this tutorial.

How to Enable Zoom In-Meeting File Transfer

For your account

To enable file transfer during the meeting for all members of your organization

• Log in to the Zoom web portal as an administrator with permission to change account settings.
• Click Account Management > Account Settings.
• On the Meeting tab, navigate to File Transfer and verify that the setting is enabled.
• If the setting is disabled, click the status toggle button to enable it. If a verification dialog box appears, select Enable to verify the change.

If you want to make this setting mandatory for all users in your account, click the padlock icon and then click the “Lock” button to confirm the setting.

For a group

To enable file transfer during a meeting for all members of a specific group

• Log in to the Zoom web portal as an administrator with permission to edit groups.
• Click User Management > Group Management.
• Click the group name, and then click the Settings tab.
• On the Settings tab, navigate to the File Transfer option and verify that the setting is enabled.
• If the setting is disabled, click the status toggle button to enable it. If a verification dialog box appears, select Enable to verify the change.
• Note: If the option is grayed out, it has been locked at the account level and needs to be changed at that level.
• (Optional) If you want to make this setting mandatory for all users in this group, click the padlock icon and then click the “Lock” button to confirm the setting.

How to Use the Zoom In-Meeting File Transfer

1. Click Chat during a Zoom meeting.
2. Select More and select the Share file in the meeting option to send a file.
3. The following message appears when the file has been sent successfully.
4. Participants are notified when a file is sent and given the option to download the file. Once download is selected, they can view the file.

Conclusion

The ability to show a file to someone is convenient and essential, especially if it is a work-related file. Fortunately, Zoom allows you to easily show someone your files from different sources. How important is file sharing to you? Let me know in the comments below.

https://support.zoom.us/hc/en-us/articles/209605493-In-Meeting-File-Transfer

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