Enabling file transfer in meetings

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File transfer allows you to send files to other meeting participants during the meeting through the in-meeting chat. Files can be specifically sent to all participants, directly to one participant, or specific predefined groups, such as all panelists in a webinar. After enabling this feature, learn how to send files during a live meeting.

This setting is also available for in-webinar file transfer. 

This article covers:

Prerequisites for enabling in-meeting file transfer

  • Any Zoom account

Enabling file transfer for meetings

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. On the Meeting tab under the In Meeting (Basic) section, locate the Send files via meeting chat setting and verify that is enabled.
  4. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Enable to verify the change.
  5. (Optional) To restrict the allowed file types, check Only allow specified file types and add the file type extensions, separated by commas. 
  6. (Optional) To restrict the allowed file types, check Maximum file size and adjust the maximum file size. 
  7. (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 Groups.
  3. Click the name of the group, then click the Meeting tab under the In Meeting (Basic) section, locate the Send files via meeting chat setting and verify that is enabled.
  4. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Enable 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) To restrict the allowed file types, check Only allow specified file types and add the file type extensions, separated by commas. 
  6. (Optional) To restrict the allowed file types, check Maximum file size and adjust the maximum file size. 
  7. (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. On the Meeting tab under the In Meeting (Basic) section, locate the Send files via meeting chat setting and verify that is enabled.
  4. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Enable to verify the change.
  5. (Optional) To restrict the allowed file types, check Only allow specified file types and add the file type extensions, separated by commas. 
  6. (Optional) To restrict the allowed file types, check Maximum file size and adjust the maximum file size. 
    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.

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