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Zoom Docs

Create a Zoom Doc

Zoom Docs empowers users to seamlessly draft, organize, and share working materials and documents, whether in or out of meetings.

A Zoom Doc can be created from the following locations:

Zoom web portal - log into my.sjfc.edu and click on launch pad. Click on the Zoom link
Zoom Workplace desktop app
Zoom Meetings

Create a doc in the Zoom web portal

Sign in to the Zoom web portal.
Click Docs in the left sidebar.
At the top of the page, click New document.

Create a doc in the Zoom Workplace Desktop app

Sign in to the Zoom Workplace desktop app.
Click the Docs tab.
At the top of the page, click New document.

Create a doc in a Zoom meeting

Start or join your Zoom meeting.
In the meeting toolbar, click Docs.
Note: If you don’t see that option, click More, then Docs.
In the Share Zoom Docs window, click + New to open a new doc.

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 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.

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.

Click + New, to create a new Zoom Docs.
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.

Share Zoom Docs during a meeting

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

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 Docs will be displayed.
On the top right of the Zoom Docs, click Share to allow your participants to collaborate on it as needed.
On the top right of the Zoom Docs, click the X icon to stop sharing it.

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.

Create or share an existing doc.
On the top right of the doc, click Share.
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 can only view the shared Zoom Doc as a screen share and have none of the mentioned permissions.

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.

Create your docs if you haven’t created one or access it if you already have one.
On the top right of the page, click the camera icon and click on Meet now.
You may be requested to open your Zoom application.
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.
- Invite your participants to the meeting.

Additionally, you can also choose to Schedule a Meeting when working in Zoom Docs.

On the top right of the page, click the camera icon and click on Schedule meeting.

You may be requested to open your Zoom application.
In the Open zoom.us dialog box, click Open zoom.us.
Your meeting window will be displayed.
In the scheduled meeting window, adjust what you need as required.
Under Attachments, your Zoom Docs will be attached to your scheduled meeting.
Click Save.

How to use the Zoom Docs Text Editor Toolbar

The text editor toolbar provides you with easy access to various formatting and editing tools. At the top of your document the following tools are available to help you with the following:

Note: Highlighting a text gives you access to the same tools. You can use different shortcuts for basic editing if you want to perform different actions straight from your keyboard.

Undo : Undo the last action.
Redo : Redo the last action.
Bold : Bold the selected text.
Italicize : Italicize the selected text.
Underline : Underline the selected text.
Strikethrough : Strike through the selected text.
Text Color: Changes the text color for the selected text.
Link: Adds a hyperlink to the selected text.
Mark as code: Changes the selected text into a code block.
Create equation: Change the selected text to an inline block equation.
Text Alignment: Align the selected text in either left, right, or center alignment, increase or decrease indent.
Comment: Adds a comment to the selected text.

(Optional) More: Click More, if some options are not viewable to view them.

Note: Visible only from the Zoom app.

How to use the Slash menu (the magical key)

While editing your Zoom Docs, you can type slash / to insert the following types of items:

Basic: Text, headers, bulleted lists, etc.
Featured: Ask AI to write and Data table.
Display: Table, Callout, Quote, etc.
Media: Image, Audio, Video, etc.
Page: Subpages and links to pages.
Mention: Person, date, file.
Embed: YouTube, X, Google Drive file, Figma, etc.
Actions: Copy link, insert above, insert below, etc.

How to add images, audio, video, or files to your Zoom Docs

You can attach up to a total of 2GB of media or files in your Zoom Docs.

Create your Zoom Doc.
On the top of the page, on the toolbar, click the plus icon or use the slash / menu.
Under Media, select one of the following:
- Image: Add an image from your computer, with a maximum size of 30M.
- Audio: Upload an audio file from your computer, with a size limit of 1GB.
- Video: Upload a video file from your computer, with a size limit of 1GB.
- File: Upload a file from your computer, with a size limit of 1GB.

(Optional) Highlight your media, click the more icon , then click Delete to remove it from the doc.

When using educational technology tools, be FERPA aware. To learn more, visit the Registrar's FERPA Guidelines site.

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