Getting Started with Zoom Docs

Zoom Docs is a collaborative workspace built into Zoom where you can create and edit documents, wikis, tables, and more—both during and outside of meetings. This article explains how to access Zoom Docs, navigate the main tabs, add and organize pages, use templates to get started quickly, and share docs with others so you can collaborate in real time.

Creating Zoom Docs

You can Create Zoom Docs from the web portal by signing into https://wse.zoom.us, or from the Zoom app on your desktop or mobile app.

Navigating Zoom Docs

Tabs on the homepage

  • Notifications: Access your comment notifications and documents where you were mentioned.
  • Recent: Shows pages and docs you've recently viewed.
  • My Meetings: Access a list of your latest Zoom meetings and generate a document to collaborate with your participants for eligible meetings.
  • My Docs: Display and access all the docs you own.
  • Shared with Me: Shows docs owned by others and documents where you are a collaborator.
  • Starred: Access your most-used documents. To star a page or document, click on the star icon .

Adding a Page

  • Your doc will start with one page. You can add more pages by clicking the + Add page icon in the top-left corner.
  • After adding pages, a page list appears on the left-hand side. You can add more pages by clicking the + Add icon at the bottom of this list.
  • You can also add a subpage to an existing page by clicking on the ... icon beside the page title and choosing Add page, or by typing / anywhere on your current page and choosing Add subpage. Learn more about using Zoom Docs.

Start with a Doc Template

On the Docs home page, select the “Templates” button. You can choose from several templates depending on what kind of doc you want to build: a project tracker, a brief, a meeting agenda, and more.

Zoom Template.jpg

Sharing a Doc

You can share a doc to allow others to view and collaborate with the appropriate permissions. Click Share in the top-right corner and enter the name of the Zoom user you would like to share with. From the Share menu, you can also change who can access the doc and copy a link to share outside of Zoom. Learn more about Zoom Docs sharing permission types.

If you have any questions about Zoom Docs, please email cmtshelp@jhu.edu.

 

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