In-Meeting File Transfer Follow

Overview 

In-Meeting file transfer allows you to send files to other meeting participants who are in your meeting. This option cannot be enabled if the End-to-end encryption option is enabled.

Note:  After November 4, 2017 enabling Zoom features uses Tiered Settings. Previously configured settings for the In-Meeting file transfer feature will continue to work in the same way. Changes made by an administrator might affect meetings and webinars that use this setting.

Prerequisites 

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

Enabling In-Meeting file transfer

Enable In-Meeting file transfer in Account Settings

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

  1. Sign into the Zoom web portal as an administrator with the privilege to edit Account settings, and click Account Settings.
  2. 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__account___group_.png
  3. (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.

Enable In-Meeting file transfer in Group Settings

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

  1. Sign into the Zoom web portal as an administrator with the privilege to edit User groups, and click Group Management.
  2. Click the name of the group, then click the Settings tab.
  3. 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.
    Enable_File-Transfer__account___group_.png

    Note: If the option is grayed out,  it has been locked at the Account level, and needs to be changed at that level.
  4. (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.

Enable In-Meeting file transfer in Meeting Settings

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

  1. Sign into the Zoom web portal and click My Meeting Settings (if you are an account administrator) or Meeting Settings (if you are an account member).
  2. 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.

Using In-Meeting file transfer

  1. During a Zoom meeting click on Chat.
    File_Transfer_-_Click_on_Chat.png
  2. Select More and choose the option to Share file in meeting to send a file.
    Share_file_in_meeting.png
    The following indication will be seen once the file is successfully sent.
    File_Sent_Successfully.png
    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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