Sharing a whiteboard

From Zoom Meetings

1. Start a meeting from the Zoom desktop client.
2. In the meeting controls toolbar, click the Whiteboards button  .
3. At the top right, click New or click an existing whiteboard you would like to edit.
4. In the pop-up window, you will be asked to select from the following:
   • How do you want to open the board?
     • Collaborating: Users are granted edit access.
     • Presenting: Board opens in presentation mode and users are granted view access.
   • Do you want users to have access to the board after the meeting?
     • Yes: Meeting participants can access the new or edited whiteboard when the meeting ends.
     • No: Meeting participants cannot access the new or edited whiteboard when the meeting ends unless the owner grants them access outside the meeting.
       
5. Click Open Board.
   The whiteboard will open in the meeting window.
6. (Optional) If you want to add additional collaborators, at the top right, click Share to send the whiteboard to other users outside the meeting.
   • Enter the contact names, Zoom Team Chat channel, or email addresses of the users you would like to share the whiteboard with and set their permissions with the drop-down arrow to the right of the entry box.
   • Add an optional message to help recipients understand why this project was shared with them in the email that will be sent to them.
7. Click Share.

From Zoom Webinars

1. Start a webinar from the Zoom desktop client.
2. In the webinar controls toolbar, click the Whiteboards button  .
3. At the top right, click New or click an existing whiteboard you would like to edit.
4. In the pop-up window, you will be asked to select from the following:
   • How do you want to open the board?
     • Collaborating: Users are granted edit access
     • Presenting: Board opens in presentation mode and users are granted view access.
   • Do you want users to have access to the board after the webinar?
     • Yes: Webinar attendees and panelists can access the new or edited whiteboard when the webinar ends.
     • No: Webinar attendees and panelists cannot access the new or edited whiteboard when the webinar ends unless the owner grants them access outside the webinar.
5. Click Open Board.
   The whiteboard will open in the webinar window.
6. (Optional) If you want to add additional collaborators, at the top right, click Share to send the whiteboard to other users outside the webinar.
   • Enter the contact names, Zoom Team Chat channel, or email addresses of the users you would like to share the whiteboard with and set their permissions with the drop-down arrow to the right of the entry box.
   • Add an optional message to help recipients understand why this project was shared with them in the email that will be sent to them.
7. Click Share.

1. Sign in to the Zoom desktop client.
2. At the top, click the Whiteboards button  .
   Note: If you don’t see the Whiteboards option, click More  and then select Whiteboards from the list.
3. Open or create a new whiteboard.
4. At the top right, click Share to open the Share Whiteboard dialog box.
   • Enter the contact names, Zoom Team Chat channel, or email addresses of the users you would like to share the whiteboard with and set their permissions with the drop-down arrow to the right of the entry box.
   • (Optional) Add a message to help recipients understand why this project was shared with them in the email that will be sent to them.
5. Click Share.