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Sending a file in a meeting 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 

  • Zoom desktop client
    • Windows: 4.6.10 (20033.0407) or higher
    • macOS: 4.6.10 (20041.0408) or higher

Enabling in-meeting file transfer

Account

To enable in-meeting file transfer 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. In the navigation menu, click Account Management then Account 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.

Group

To enable the in-meeting file transfer 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. In the navigation menu, click User Management then Group 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.

User

To enable the in-meeting file transfer 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.
    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. In the navigation menu, click Account Management then 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. Sign in to the Zoom desktop client.
  2. Start or join a meeting.
  3. During a Zoom meeting, click Chat.
  4. Click File, then click Your Computer to send a local file.
    Note: You can also send a file from a third-party file sharing service.
    The following indication will be seen once the file is successfully sent.

    When the file is sent, participants will see a notification and can click Download to download the file.