Docs

For sharing docs in a meeting, there used to be two options:  share in the meeting (so, all participants can see the document) and “Share Privately,” so you could view a Zoom doc and edit it, but not have to share it in the meeting.  This option has disappeared for me.  Does anyone know how to get it back?  It was very useful because I’m a music instructor and I would keep the document open on my screen for the entire lesson and make notes, but now the student also has to have it open on his or her screen, which is annoying.  

Hi Zoom Docs Team:It would be a major improvement to be able to (optionally) include a breadcrumb navigation element on zoom docs. I can manually create one now . . . but I would prefer that it be automated to keep the links connected properly.  It would look something like the navigation you have on this forum:     

Добрый день! Я не могу найти инвойс по списанию суммы в декабре. Подскажите пожалуйста, как можно продублировать инвойс на рабочую почту.

We have client meetings with Zoom so I think it would be convenient to use Docs to do that. I am trying to use the Docs sites for documents sharing with a client.It's a total useless experience -- after i spent 1 hour to search the "download" button with a share folder created and a test document uploaded. There is NO "DOWNLOAD" button, and the online editting for an EXCEL file is next to impossible. So, how anyone would be able to use this site for anything? I tell my client “hey the documents are sent and shared on Zoom Docs under the share folder (and here is the link….), but you can not download or edit anything usefully”? You wasted my time and money. Now i need to tell my client “we’ll find another solution other than Zoom for the project sharing”….Whoever is the product manager of this product (Docs) should be fired immediately….

Although I can embed videos directly uploaded into Zoom Docs, and YouTube videos, I don't think I can embed videos I have published into Zoom Clips. I can link to it, but I want to be able to embed it. The option to embed is there, but I don't think it works. When I embed, I see it in my Zoom Docs. But when I try to view a published Doc, the video isn't embedded there, and that's where I want it to work. Any ideas? Is this possible? A feature request? A bug?

Bonjour,dans Zoom Workspace, l'onglet Doc m'informe la présence de trois documents. Mais quand je clique dessus, la page reste vierge. Comment résoudre ce problème svp ?NB: Je n'ai pas de compte pro, et ne parviens pas à joindre un technicien Zoom.Merci d'avance pour vos pistes.

I’m trying to save an Excel sheet in My Docs, but when I do, it saves as ‘Sheet 1’ instead of the name I gave it. How can I change the file name so it saves correctly?

I have a Zoom account for my own business, so I know how to manage Zoom Docs—including saving and accessing them—if I set up the meeting.During a meeting on another company's Zoom account, I created a new Zoom Doc - I was first asked if I wanted to sign in to my account - I replied "yes" and signed in to my company's Zoom account. I designated the Doc as "private" (I wonder if that was my mistake). I forgot to copy the Doc and save it on my computer. It seems that the Doc I created no longer exists. I thought it would be saved to my Zoom account (since I signed in, as described above), but the Doc is not in my account.Thanks for any insights you can provide.~ MarkP.S. I read this Zoom article:  Managing Zoom Docs; I'm using Zoom desktop for Windows, Version: 6.5.3 (7509); Windows 11 Pro, Version

1. Reason for Rollup Reference Limitations in Formulas & Future Support RoadmapIs the current inability to reference a Rollup column within a Formula (resulting in a #REF! error) an intended architectural decision designed to prevent performance bottlenecks (e.g., cascade updates) or circular dependencies? We would appreciate clarification on the technical reasoning behind this limitation. Furthermore, are there ongoing optimizations to address this, and if so, when can we expect this feature to be supported in your roadmap? 2. Schedule and Roadmap for Zoom Data Table API Re-releaseAccess to Zoom Data Table API endpoints is essential for our external automation and system integration plans.Could you please share the specific schedule or roadmap regarding when the Zoom Tables API will be re-released or made officially available to developers?

Is there any formula to count unique cell values? I will use this for docs dashboard.

Hello Zoom team and community, I’d like to request two enhancements for Zoom Docs that would significantly improve document security, data governance, and collaborative workflows: 1. Password Protection for Zoom DocsIt would be extremely helpful to have the option to password-protect individual documents. This feature would allow creators to restrict access even if a link is shared more widely than intended, adding an extra layer of security for sensitive or confidential information.Key benefits: Prevents unauthorized access via leaked or forwarded linksAdds an additional access-control layer beyond workspace permissionsHelps organizations comply with internal security policies and external regulations 2. Rec

Hi, I'm trying to set up a project plan in Zoom Data Tables, and can't find a way to make dependent tasks.  For example, if row 1 had an end date of 10/10/25, I would want to make the next row's start date of 10/11/25.  Is there currently a way to configure this, or would this be a feature request?

We have created a roadmap that we intended to share across the org. As a result, I set the General Access to "Anyone in the account company ltd".Although they could access the link, I've noticed that they cannot search for this in Zoom and the document doesn't appear when searched.When I send a share link they can access and view again.Is this intended behaviour? 

I use Zoom docs daily and find them quite useful.  Most of the time I'm not interested in using covers, but they are helpful in some cases.  I understand that I can upload custom images to use as page covers and that the maximum size is 20MB . . . but that is literally the ONLY information I can find *anywhere* about working with covers.  Is there any documentation available on this?  It is clear that images resize and scale dynamically but it is not clear how this works or any suggestions on how to create headers effectively that will look as intended at various sizes.  Is there a Zoom Docs documentation resource that I don't know about?  

I've started using docs but want option to back them up offline for in the case of an account compromise or similar disaster scenario. Is there a method or any plans to add a method to do this?  If there was an API for docs I could probably do it myself.

⁉️ How can we use any Tools, AI Companion or whichever, to generate content from my previous, Post Zoom meeting when Admin did not select on  transcript? Thank you YR. ⁉️We need to get transcripts generated from a previous zoom meeting we had.  We unknowingly did not include this AI feature.   crazy sad 🤪🥲.  HELP!   Please advise ☀️⁉️

Is it possible to download (export) a document from Zoom Docs to PC (data to excel or csv)? Thank you

Hey,I just started using Zoom Docs, in there I created a Content calender. Now I want to change the color of stuff I wrote in the calender.Is that in any way possible? Thanks for your answers 🙂

When people share the zoom doc with me, how can I add a shortcut link of this document to my zoom doc folder? 

Is there a tutorial for the OKRs template in Zoom Workplace Docs?

We keep getting in a situation where one of the support team members is out and we need to upload a video to his account to convert one of his webinars to Simulive.  Is this done thru zoom docs or sharing docs? How do I set that up so our support team van do it amongst us?

I followed the article described in Zoom to apply the SetSuppressBackgroundNoiseLevel setting via registry keys on Windows devices where Zoom is already installed. However, after applying the configuration, users lost the ability to modify the audio profile settings. How can I set this value as a default while still allowing users to change it if needed?" ThanksRavindra K

Today, I received an email notification that I had an item in Docs. Upon checking, there are 2 items Shared With Me, but I am not expecting anything. One of these is encrypted and one is not. I have not downloaded them. I do not feel they are safe. The 'senders' are very generic: Accounts Payable and Account-Payable, but when I view the Docs, I can see Anonymous users also present. What are these Docs?

Is there a fix to print a clean-looking Zoom document with a header that includes a data table? I've printed and distributed a PDF with a data table from Zoom Docs on Chrome for the past four months.  Recently (last week), the data table has been pushing itself 1 page down from where the header of the document is. No matter what I try, using different web engines, computers, deleting cookies, or changing print settings (page size, borders, scale, etc.), nothing seems to work. To add to this, the new PDF export also doesn't support data tables. If anyone has a workaround for printing a PDF with a data table, I'm all ears. All I know is that it was working two weeks ago, and now it's not. 

A field type that could be added to Zoom Docs data tables that would dramatically increase its viability would be a lookup field. A lookup field that references a related table to automatically populate values. Users can select a record from a related dataset, and the lookup field will fetch and display a specified field (e.g., name, ID, status) from that linked record. This enables dynamic relationships between tables, reduces data entry duplication, and ensures data consistency across documents. Currently, when you create a relation, it displays the text of the primary field, but it would be beneficial if you could choose any field from the related data table.