In-Meeting File Transfer Follow

Overview

In-Meeting file transfer allows you to send files to other meeting participants during the meeting through the in-meeting chat. 

This article covers:

Prerequisites 

  • Windows Version 3.5.44008.0314 or higher
  • Mac Version 3.5.44022.0314 or higher

Enabling In-Meeting File Transfer

For Your Account

To enable the In-Meeting file transfer feature for all members of your organization:

  1. Sign in to the Zoom web portal as an administrator with the privilege to edit account settings.
  2. Click Account ManagementAccount Settings.
  3. Navigate to the File Transfer option on the Meeting tab and verify that the setting is enabled.
    If the setting is disabled, click the Status toggle to enable it. If a verification dialog displays, choose Turn On to verify the change.
  4. (Optional) If you want to make this setting mandatory for all users in your account, click the lock icon, and then click Lock to confirm the setting.

For a Group

To enable the In-Meeting file transfer feature for all members of a specific group:

  1. Sign in to the Zoom web portal as an administrator with the privilege to edit groups.
  2. Click User ManagementGroup Management.
  3. Click the name of the group, then click the Settings tab.
  4. Navigate to the File Transfer option on the Settings tab and verify that the setting is enabled.
    If the setting is disabled, click the Status toggle to enable it. If a verification dialog displays, choose Turn On 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.
  5. (Optional) If you want to make this setting mandatory for all users in this group, click the lock icon, and then click Lock to confirm the setting.

For Your Own Use

To enable the In-Meeting file transfer feature for your own use:

  1. Sign in to the Zoom web portal.
  2. Click Settings.
  3. Navigate to the File Transfer option on the Meeting tab and verify that the setting is enabled.
    If the setting is disabled, click the Status toggle to enable it. If a verification dialog displays, choose Turn On to verify the change.
    Enable_File-Transfer__Meeting_Setting_.png
    Note:
    If the option is grayed out, it has been locked at either the Group or Account level, and you will need to contact your Zoom administrator.

Limiting the File Types That Can be Shared

For security purposes, the file types/file extensions that can be shared via file transfer can be limited at the account level, by the account owner or an admin on the account.

  1. Sign into the Zoom web portal as an administrator with the privilege to edit account settings.
  2. Click Account Management > IM Management
  3. Click the IM Settings tab.
  4. Navigate to the File Transfer option
  5. Enable Only allow specified file types.
  6. Enter the allowed file types/extensions, with a comma to separate each extension. 
  7. Click Save.

Using In-Meeting file transfer

  1. During a Zoom meeting click on Chat.
  2. Select More and choose the option to Share file in meeting to send a file.
  3. The following indication will be seen once the file is successfully sent.
  4. The participants will see a notice when a file is sent and will be given the option to download the file. Once Download is selected, they will be able to view the file.
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