Zoomfor Education

Zoom for Education:
A Step-by-Step Guide
The purpose of this guide is to help outline how different individuals within the K-12 schooling system can leverage Zoom in
a virtual learning environment. It is broken up into four sections so you can access the materials that are relevant to you. If
it's your first-time using Zoom, reference section 1 for everything you need to get started using Zoom. When signing up for
Zoom account, you will be asked to verify you're 16 or older. Students under 16 are not eligible to sign up for Zoom at this
time, however they can join a meeting/class setup by a teacher with an account. If you have any issues or questions, please
reach out to support@zoom.us.
Review the Zoom for Schools & Districts Privacy Policy available here:
www.zoom.us/childrens-privacy which is designed to reflect Zoom’s compliance with the requirements of COPPA, the
California Consumer Privacy Act (“CCPA”), the Federal Education Rights and Privacy Act (“FERPA”), and other applicable law.
Section 1: Getting Started on Zoom

1. How to Sign Up
2. How to Download the Zoom client
3. How to Schedule a Class/Meeting
4. How to Join a Class/Meeting
5. Best Practices while in a Class/Meeting
Section 2: Administrator’s Guide to Managing Zoom

1. Rolling out Zoom
2. How to Add Users
3. How to Communicate to Students/Guardians
4. Tips and Tricks for Administrators and Staff
Section 3: Teacher’s Guide to Educating on Zoom

1. How to Host an Ad-hoc Meeting
2. Recording a Zoom Class/Meeting
3. Delivering Virtual Instruction
4. Teaching over Video
Section 4: Resources
1. Polling
2. Breakout Rooms
3. Non-verbal Feedback
4. Virtual Backgrounds
5. Sharing a Screen
6. Whiteboard
7. Annotation
8. Transcription of meetings
9. Chat:
10. Generating Meeting Reports for Registration and Polling:
11. Recording
Section 5: Getting Started in Mobile

1. Getting Started in Android
2. Getting Started in iOS
Zoom for Education: A step-by-step guide 1|Page /ard

Section 1: Getting Started on Zoom
1. How to Sign Up for the First Time
1. Start by going to zoom.us.
2. On the top right corner, click on the blue “Sign Up, It’s Free” button.
3. Enter your school email address and click “Sign Up”.
4. You'll receive an email from Zoom to activate. Go to your email and click Activate Account.
5. You'll be redirected to fill in your first name, last name, and create a password.

6. If you’d like to invite other administrators or staff members to sign up for their own Zoom accounts, you can
enter their email addresses & select the “I am not a robot” checkbox. Otherwise, select “Skip this step”.
7. You’re good to go!
2. How to Download the Zoom Client
● Start by going to https://zoom.us/download.
● Click the blue “Download” button under Zoom Client for Meetings to access the installer.
● Open the Zoom installer from your Downloads folder and follow the on-screen steps to set up your Zoom
Client.
● If joining via a Chromebook, download the Zoom app

through the Chrome Web Store to join a meeting.
3. How to Schedule a Meeting
● Option 1: Scheduling through the desktop app
1. Open the Zoom desktop app.
2. Click on the Home button at the top left.
3. Press the Schedule button.

4. Enter in Topic, Date, and other related details and press Schedule. It is recommended that you make
Registration required when scheduling a meeting, as that allows you to generate a registration report
after the meeting is over. More information can be found here: https://support.zoom.us/hc/en-us/
articles/216378603
● Option 2: Scheduling online
1. Go to https://zoom.us/meeting (You may be prompted to sign in but will be redirected to the page after)
2. Click the blue “Schedule a New Meeting” button in the top left corner
after the meeting is over. More information can be found here: https://support.zoom.us/hc/en-us
articles/216378603

● Option 3: Scheduling in your Learning Management System (LMS)
If you have a Learning Management System (LMS), Zoom’s LTI Pro integration allows you to connect Zoom with
your LMS and includes an extended feature set of what is offered in the basic LTI. https://zoomappdocs.docs.
stoplight.io/lti-pro-v2/welcome/getting-started
1. Log in to your LMS and go to the Zoom external tool link
2. Click on the Schedule a Meeting button
after the meeting is over. More information can be found here: https://support.zoom.us/hc/en-us/
sections/200305523-LTI-LMS-Systems
4. How to join a Class/Meeting
● Option 1: Join via meeting URL
• Open the email, newsletter, calendar invite, or other communication that contains a link to the pre-
scheduled meeting and click the URL to join the Zoom Meeting.
● Option 2: Join through desktop client using the Meeting ID.
• Open the Zoom desktop app.
• Click on the Home Button.
• Click Join and type in the provided Meeting ID and your name.
● Option 3: Join using the Web client/browser.
• By default, users will now need to sign in to their Zoom account or create a Zoom account when joining a
meeting with the Web client. This can be disabled by the Admin or the User from their settings page.
• Once you’re in the meeting, you may choose to connect audio in three different ways:
• Using computer audio (recommended).

• Dialing into a conference bridge from your phone (paid account).
• Have Zoom call you by entering your phone number and your meeting will call your phone (paid account).
5. Best Practices while in a Class/Meeting
• Sign in to the Zoom desktop client and stay signed in.
• Check your internet speed. If you're on free wifi you may need to keep your camera off to improve quality.
• Turn your camera on and have you camera at eye level.
• Stay muted unless you're talking to reduce background noise.
• Make sure you sit in a well lit and quiet place.
• Be mindful of what's going on behind you. Think about having solid wall behind you or turning on the
virtual background.
Section 2: Administrators Guide to Managing Zoom

Rolling out Zoom
Zoom cares about our communities, their schools, and all students. Recent school closures as a result of COVID-19 have
significantly increased educators’ reliance on virtual learning environments. We want to share with our valued educational
customers best practices that can be implemented to ensure your school is using Zoom’s services in ways that best promote
the safety and privacy of the students, teachers, and administrators who are your users. These best practices will help you
create and maintain a safe and secure learning environment for your users, especially for K-12 schools. But, many of these
practices will be applicable to higher education institutions as well.
Be sure to obtain parental consent

Please remember that the obligation to obtain parental consents, where required, as it pertains to students and their data
rests with our educational customers. Zoom relies on you to obtain consent from parents for their children to use the Zoom
services. Your organization should be able to demonstrate compliance with the parental consent requirements contained in
the Children’s Online Privacy Protection Act (“COPPA”) and other applicable laws.
Supervised Account Creation

Students under the age of 16 should not go to www.zoom.us to create an account because (i) they should only be joining
Zoom meeting sessions as participants (not separate account holders) through the School Subscriber’s account and (ii) minors
are not permitted to create an account per Zoom’s Terms of Service. The School Subscriber’s account administrator (e.g.,
teachers) should securely and confidentially provide meeting information and meeting passwords to the student users to
ensure the school can maintain supervision and control over its student users’ meeting experiences.
MSI Option
Account administrators can use this tool to mass configure the Zoom desktop client with the appropriate user settings and
ensure those settings apply to each download with your school’s account. For more information, please visit the links below:

https://support.zoom.us/hc/en-us/articles/201362163-Mass-Installation-and-Configuration-for-Windows
https://support.zoom.us/hc/en-us/articles/115001799006-Mass-Deployment-with-Preconfigured-Settings-for-Mac
Only allow users to join meetings within your organization’s account

If you issue student devices, you can lockdown the Zoom client to only allow users to join meetings from within your school’s
account. This ensures that Zoom can only be used for school related purposes.
Require sign in to account to attend meetings
If using a school email address, enabling this setting requires users to log in securely to participate in a meeting hosted by
your school, ensuring that each meeting participant is monitored and identified. For further details, please visit: https://
support.zoom.us/hc/en-us/articles/360037117472-Authentication-Profiles-for-Meetings-and-Webinars
Meeting Registration
Meeting hosts can ensure that only registered and approved participants can attend a meeting. For further details, please
visit: https://support.zoom.us/hc/en-us/articles/211579443-Registration-for-Meetings
In Meeting Security and Controls
The meeting host has a variety of controls they can use to secure their meeting. By default, Zoom has enabled the Waiting
Room feature, required a meeting password, and set screen sharing to "Host Only" for a more secure meeting. For more
information, visit https://support.zoom.us/hc/en-us/articles/115005759423
● Prevent Participants from Screen Sharing: By default, only hosts are able to screen share to prevent disruptions. If
you choose to allow others to share, the host can click the arrow next to Share Screen and click Advanced Sharing
Options. Under “Who can share?” choose “All Participants” and close the window.
● Waiting Room: By default, waiting room has been enabled which allows the host to control when a participant joins a
meeting. When in a meeting, click manage participants and "Admit" to allow participants into your meeting.
● Meeting Password: By default, Zoom requires a meeting password for education. When creating a meeting, the
password is embedded into the meeting/webinar links. When manually entering a meeting ID, the user will always be
prompted to enter the password.
● Lock the Meeting: when you’re in the meeting, click Participants at the bottom of your Zoom window. In the
participants pop-up box, you will see a button that says Lock Meeting. When you lock the meeting, no new
participants can join, even if they have the meeting ID and password.
● Expel a Participant: still in that participants menu, you can mouse over a participant’s name, and several options will
appear, including Remove. Click that to kick a participant out of the meeting. They can’t get back in if you then click
Lock Meeting.
● Attendee On-Hold: if you need a private moment, you can put attendees on-hold. The attendee’s video and audio
connections will be disabled momentarily. Click on the attendee’s video thumbnail and select Start Attendee On-Hold
to activate this feature.

● Disabling Video: Instructors can turn participant video off and request to start participant video. This will allow
instructors to block unwanted, distracting or inappropriate gestures on video.
● Mute participants or Mute All: Instructors can turn mute / unmute participants or all. This will allow instructors to
block unwanted, distracting or inappropriate noise from the meeting.
Disable private chat
To ensure that students focus on the lesson at hand, meeting hosts can limit students’ ability to chat amongst one another
while a meeting is in session or in-meeting chat can be disabled in its entirety. For instructions, please see: https://support.
zoom.us/hc/en-us/articles/115004809306-Controlling-and-Disabling-In-Meeting-Chat
Disable Group Messaging account-wide or restrict student IM contacts
You can restrict the usage of Group Chat and Instant Messaging (out of meeting chat) or limit chat only to certain contacts
such as Instructors or Counselors, restricting the possibility of students posting or disclosing any personal information to
other students publicly. This can be done with IM groups. For instructions please see: https://support.zoom.us/hc/en-us/
articles/203749815-Managing-IM-groups
Tips for Administrators
1. How to Add Users to your Account
● Option 1: Upload CSV File - You can add or update Zoom users by uploading a CSV file. You can also
add users one at a time with user management. For instructions visit: https://support.zoom.us/hc/en-us/
articles/204581939-Batch-importing-and-updating-users
● Option 2: Managed Domains - You can set up your account to add existing users using your school’s email
address domain. Once set up, users with your specific domain will be prompted to join your account when
they sign into Zoom. For instructions visit: https://support.zoom.us/hc/en-us/articles/203395207-What-is-
Managed-Domain-
● Option 3: Single Sign On (SSO) - If your school uses SSO, this allows you to login using your company
credentials. Zoom SSO is based on SAML 2.0. For further instructions on how to get started or supported SSO
providers visit: https://support.zoom.us/hc/en-us/sections/200305453-Single-Sign-On
2. How to communicate to Students/Guardians
● Option 1: Through your LMS (Schoology, Canvas, Blackboard, etc) - If using an LMS, you can set up your
Zoom class meetings ahead of time that allows students and teachers to simply start and join Zoom meetings
via a join link that is displayed on the LMS course, share cloud recording links to the course, and auto-provision
Zoom users when they first access Zoom via your LMS. To get started visit: marketplace.zoom.us. https://
marketplace.zoom.us/apps/f8JUB3eeQv2lXsjKq5B2FA

● Option 2: Email/E-newsletter/Calendar - Utilize your email, e-newsletter, calendar, chat, or other online
documents to send teachers, students, and guardians links to their recorded or live classes that you’ve
scheduled with instructions for the day’s lessons.
3. Tips and Tricks for Administrators and Staff
● Schoolwide Announcements
• Utilize communication methods such as email, e-newsletter, chat, or other online documents to send
teachers, students, and guardians links to their recorded or live classes that you’ve scheduled with
instructions for the day’s lessons.
• Conduct virtual morning announcements/assemblies to share the latest news and information about your
school
• Host virtual staff meetings to check in with your staff and ensure they have the necessary resources and
support
● IT Support
• Any software or hardware related issues that teachers encounter can be resolved virtually through Zoom
meetings, screen share, & remote desktop access
● Counseling Services
• Offer school counseling services to support students, teachers, and staff emotionally through difficult &
stressful times.
• Guidance counselors can stay connected to high school juniors & seniors to help with college planning
● Professional Development
• Host training sessions with teachers to cover online learning strategies and to collaborate with their peers
on best practices.
Section 3: Teacher’s Guide to Educating on Zoom

1. How to Host an Ad-hoc Meeting
1. Start by opening your Zoom desktop app and clicking the Home button
2. Press the New Meeting button.
3. Once in the meeting, click the Participants button on the bottom of the screen then invite additional users.
2. Recording a Zoom Meeting
● When in a meeting, click the Record button.
● To access recording links, go to zoom.us/recording in your browser. You will be prompted to enter your login
credentials if you are not logged into your Zoom account.

● Press the Share button next to the recording you’d like to distribute. You can update the sharing settings and
distribute them using the provided link.
3. Delivering Virtual Instruction
● Teaching Live using Zoom (Synchronous)
• Teachers can schedule Zoom meetings and post the meeting links in either their Learning Management
System’s classroom, or simply on an organized online document.
• Teachers and students will click on the meeting link at the appropriate time and conduct class as usual.
● Recording Classes Via Zoom (Asynchronous)
1. Start a Zoom meeting.
2. Press the record button
3. Teach your lesson
4. End meeting, and send the link to the recording with detailed expectations including assignments. (When
you share the meeting, click the box that says, “require registration” This will allow you to see who has
viewed the video)
4. Commonly Used Controls in Zoom
● Security Icon in Toolbar
• Visible only to hosts and co-hosts of Zoom Meetings, the Security button provides easy access to several
existing Zoom security features, as well as a new option to turn on the Waiting Room in-meeting. This
button allows you to remove participants, lock your meeting, and decide if you want to allow your
participants to screen share, chat, rename themselves, and annotate on shared content.
● Managing Participants
• As the host of a class/meeting, you can manage participants such as renaming, muting, stopping
video and other controls for participants. For more, visit: https://support.zoom.us/hc/en-us/
articles/115005759423-Managing-participants-in-a-meeting
● Video ON/OFF
• Once in a meeting, you can turn your video on by clicking the “Start Video” icon on the bottom left of
your screen. To turn it off, click the “Stop Video” icon. For more, visit: https://support.zoom.us/hc/en-us/
articles/200941109-Attendee-Controls-in-a-Meeting
● Virtual background
• Once in the meeting, you can select a virtual background by clicking the up caret to the right of the Start
Video icon. For more, visit: https://support.zoom.us/hc/en-us/articles/210707503-Virtual-Background
● Muting
Zoom for Education: A step-by-step guide 10 | P a g e /ard
• To ensure minimal background noise during your Zoom meeting, it is recommended that you mute
everyone on the call when they’re not talking. To do this, click on the Participants icon at the bottom
of your screen click Mute All in the side panel. For more, visit: https://support.zoom.us/hc/en-us/
articles/203435537-Mute-All-And-Unmute-All
● Chat in a meeting
• Meeting participants can ask questions during a Zoom Meeting via the meeting chat. Start by clicking the
“Chat” icon on the bottom right of your screen.
• Once the chat panel will open up on the right, you can view and respond to all public chats.
• Use the three dots to choose whether you want to send messages to all meeting attendees or the host
privately.
• *Note: Private chats will not be visible to the host. To control and disable in-meeting chat, visit: https://
support.zoom.us/hc/en-us/articles/115004809306-Controlling-and-Disabling-In-Meeting-Chat
● Sharing Screen
• Click the “Share Screen” icon at the bottom of your screen to share your desktop.
• If you’d like to share specific windows or applications, you can choose to do so from the dialog box.
• For more, visit: https://support.zoom.us/hc/en-us/articles/201362153-How-Do-I-Share-My-Screen-
5. Teaching Over Video
● Tips and tricks for Virtual Lessons
• For your first class, set aside some time to introduce your students to Zoom and ensure that they’re able
to connect their audio and video.
• Give an agenda or plan for each class by Screen Sharing a document or slide at the beginning of class.
This gives students a clear idea of how the class will progress, what will be covered, and the activities
they’ll engage in.
• Discuss online etiquette and expectations of the students in your first virtual class and periodically revisit
the topics.
• Utilize the Whiteboard or Annotate a shared document and let your students engage as well. When
sharing a whiteboard, document, screen, or image, try whiteboarding math problems or have a student
use annotation to highlight items such as grammar mistakes in a paper you’re sharing.
• Take time to promote questions, comments, and reactions from your class. Give a minute to allow your
students to utilize reactions, write their questions in chat, or be unmuted to ask their questions live.
• Divide into smaller groups for a discussion on a certain topic. You can use Zoom’s Breakout Room feature
to either pre-assign or auto-assign students into groups for a short period of time so they may discuss

things together.
● Tips and Tricks for Delivery
• Pre-set your meeting to mute participant’s microphones upon entry. This helps to avoid
background noise and allow your students to focus on your lesson.
• Look at the camera to create eye contact with your students. This helps to create a
more personal connection while teaching over video.
• Take a second to check chat or your student’s video (if on camera) to check-in with your
students and get feedback.
• Speak as if you’re face-to-face with the class while ensuring you’re at the appropriate
distance from the microphone for the best audio experience.
• When delivering a presentation, sharing images, files or video, give your students a
moment to open or take in what you’ve shared.
• Embrace the pause. Take a moment after the end of your comments and allow for
students to engage before continuing on.
Section 4: Resources
Polling for meetings
Overview
The polling feature for meetings allows you to create single choice or multiple choice polling questions for your
meetings. You will be able to launch the poll during your meeting and gather the responses from your attendees.
You also have the ability to download a report of polling after the meeting. Polls can also be conducted
anonymously, if you do not wish to collect participant information with the poll results.
This article covers:
• Enabling polling
• Account
• Group
• User
• Creating a Poll
• Launching a Poll
• Downloading a Report of Poll Results
Prerequisites
• Host user type must be Licensed
• Windows Desktop Client Version 3.5.63382.0829 or higher
• Mac Desktop Client Version 3.5.63439.0829 or higher
• Linux Desktop Client version 2.0.70790.1031 or higher
• The meeting must be either a scheduled meeting, or an instant meeting using your Personal Meeting ID
Participants on the iOS or Android mobile app can use polling, but hosts need to be using the desktop client to
manage polling.
Note: Only the original meeting host can edit or add polls during a meeting. If the host or co-host role is
transferred to another user, that user will only be able to launch polls already created.

Enabling polling
Account
To enable the polling 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. In the navigation menu, click Account Management then Account Settings.
3. Navigate to the Polling option on the Meeting tab and verify that the setting is enabled.
If the setting is disabled, click the 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 Polling feature for all members of a specific group:
1. Sign in to the Zoom web portal as an administrator with the privilege to edit user groups.
2. In the navigation menu, click User Management then Group Management.
3. Click the name of the group, then click the Settings tab.
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 Polling for your own use:
1. Sign in to the Zoom web portal.

2. In the navigation menu, click Account Management then Account Settings (if you are an account
administrator) or Settings (if you are an account member).
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.

Creating a poll
1. Go to the Meetings page and click on your scheduled meeting. If you do not have a scheduled meeting,
schedule a meeting now.
2. From the meeting management page, scroll to the bottom to find the Poll option. Click Add to begin creating
the poll.
3. Enter a title and your first question.

• (Optional) Check the box to make the poll anonymous, which will keep the participant's polling information
anonymous in the meeting and in the reports.
• Select whether you want the question to be single choice(participants can only choose one answer) or
multiple choice question(participants can choose multiple answers).
4. Type in the answers to your question and click Save at the bottom.
5. If you would like to add a new question, click Add a Question to
create a new question for that particular poll.
6. You can add more polls by repeating Step 2.
You can also create a poll by clicking Polling during the meeting. This
will open up your default web browser where you can add additional
polls or questions.
Note: You can only create a max of 25 polls for a single meeting.
Launching a poll
1. Start the scheduled Zoom meeting that has polling enabled.

2. Click Polls in the meeting controls.
3. Select the poll you would like to launch.

4. Click Launch Poll.
5. The participants in the meeting will now be

prompted to answer the polling questions. The
host will be able to see the results live.
6. Once you would like to stop the poll,

click End Poll.
7. If you would like to share the results to the participants
in the meeting, click Share Results.

Participants will then see the results of the polling questions.
Downloading a report of poll results

You can download a report of the poll results after the meeting. When viewing a report of the poll results, take
note of these things:
• If registration was turned on and the poll was not anonymous, it will list the participants' names and email
addresses.
• If registration was not on, the polling report will show the profile names of authenticated users in the same
account.
• If the poll was anonymous, it will show "anonymous" for the participants' names and email addresses.
Enabling breakout rooms

Overview
Breakout rooms allow you to split your Zoom meeting in up to 50 separate sessions. The meeting host can
choose to split the participants of the meeting into these separate sessions automatically or manually, or they
can allow participants to select and enter breakout sessions as they please. The host can switch between
sessions at any time.
• Enabling breakout rooms

• Account settings
• Group settings
• User settings
• Using breakout rooms
Prerequisites
• Account owner or admin privileges

•
Note: Before using breakout rooms, see the limitations of breakout rooms.
Enabling breakout rooms
Account settings
To enable the breakout room feature for all members of your organization:
3. Navigate to the Breakout Room option on the Meeting tab and verify that the setting is enabled.

the change.
4. (Optional) Click the checkbox to allow meeting hosts to pre-assign participants to breakout rooms.
5. (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 settings
To enable the breakout room 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.
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.
6. (Optional) If you want to make this setting mandatory for all users in this group, click the lock icon , and
User settings
To enable the breakout room feature for your own use:

2. In the navigation menu, click Settings.
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

Using breakout rooms
After enabling breakout rooms, you can do the following:
• Participant in breakout rooms (participants)

• Manage breakout rooms (host)
• Pre-assign participants to breakout rooms (host)
Nonverbal feedback during meetings

Overview
If the meeting organizer enables the Nonverbal feedback feature, meeting participants can place an icon beside
their name to communicate with the host and other participants without disrupting the flow of the meeting. For
example, clicking Raise Hand places the raise hand icon beside your name to simulate a hand raise.
All participants can see the icons that everyone else has chosen. In addition, the host sees a summary of how
many participants are displaying each icon, and has the option to remove all feedback.
• Enabling nonverbal feedback

• Providing and managing feedback
Prerequisites
Zoom client version 4.0.25513.0228 or later for Windows or Mac
Enabling nonverbal feedback
Account
To enable nonverbal feedback for all members of your organization:
2. Click Account Management > Account Settings.
3. Navigate to the Meeting tab > In-Meeting (Basic) and verify that Nonverbal Feedback is enabled.
4. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, click Turn On to verify
the change.
Group
1. Sign in to the Zoom web portal as an administrator with the privilege to edit groups.
2. Click User Management > Group Management.
4. Navigate to the Nonverbal feedback setting in the Meeting tab > In-Meeting (Basic) and verify that the
setting is enabled.
5. If the setting is disabled, click the toggle to enable it. If a verification dialog displays, choose Turn On to
verify the change.
6. Note: If the option is grayed out, it has been locked at the account level, and needs to be changed at that level.
User
To enable the Nonverbal Feedback feature for your own use:

2. Click Account Management > Account Settings (if you are an account administrator) or Settings (if you are
an account member).
3. Navigate to the Meeting tab > In-Meeting (Basic) options and verify that the Nonverbal Feedback setting
is enabled.
4. If the setting is disabled, click the status toggle to enable it. If a verification dialog displays, choose Turn On
to verify the change.
5. Note: If the option is grayed out, it has been locked at either the group or account level, and you will need to
Providing and managing feedback
Windows | Mac
Providing nonverbal feedback during meetings (participants)

To provide nonverbal feedback to the host of the meeting:
1. Join a Zoom meeting as a participant.

2. Click the Participants button.
3. Click one of the icons to provide feedback to the host.

Click the icon again to remove it.
Note: You can only have one icon active at a time.
• Raise Hand / Lower Hand

• yes
• no
• go slower
• go faster
• Additional icons are available by clicking the more button:
• agree
• disagree
• clap
• need a break
• away
The icon will appear next to your name in the

participants list.
Managing nonverbal feedback (hosts)

Click the Participants button to see a list of
participants and their nonverbal feedback.
In the participants list, you can view and

manage feedback using these features:
• If a participant clicked on a feedback icon, you'll see that icon beside their name.
• The number above each feedback icon shows the how many participants have clicked on that icon.
• If a participant clicked raise hand, you can lower their hand by hovering over their name and clicking Lower
Hand.
• Click clear all to remove all nonverbal

feedback icons.
Virtual Background
Overview
The Virtual Background feature allows you to display an image or video as your background during a Zoom
Meeting. This feature works best with a physical green screen and uniform lighting to allow Zoom to detect the
difference between you and your background. You can upload your own images or videos as a virtual
background. You can also use Virtual Background in a Zoom Room.
• Recommended setup
• Background image
• Background video
• Enabling Virtual Background
• Account
• Group
• User
• Admin management of virtual backgrounds
• Using Virtual Background
• Enabling Virtual Background during a meeting
• Zoom Desktop Client
• Zoom Room
• Troubleshooting
Prerequisites
Make sure your computer meets the system requirements for Virtual Background.
Recommended setup
• To achieve the best virtual background effect, Zoom recommends using a solid color background, preferably
green. Recommended physical green screens from Webaround or Amazon.
• Higher quality cameras result in a better virtual background. See camera recommendations for details.
• Use uniform lighting and color.
• Do not wear clothing that is the same color as the virtual background.
Background image
• There are no size restrictions when adding your own virtual backgrounds, but we recommend cropping the
image to match the aspect ratio of your camera before uploading it.
Example: If your camera is set to 16:9, an image of 1280 by 720 pixels or 1920 by 1080 pixels would work well.
• If you're not sure about your camera aspect ratio, use a background image with a minimum resolution of
1280 by 720 pixels.
• Use these sources for royalty-free images: Pexels, Unsplash, Pixabay.
Background video
• A video (MP4 or MOV file) with a minimum resolution of 480 by 360 pixels (360p) and a maximum
resolution of 1920 by 1080 pixels (1080p).
Enabling Virtual Background

Note: Users must sign out of the Zoom Desktop Client and sign back in for Virtual Backgrounds to take effect.
Account
To enable the Virtual Background feature for all users in the account:
1. Sign in to the Zoom web portal as an administrator with permission to edit account settings.
3. In the Meeting tab, navigate to the Virtual Background option (under the In Meeting (Advanced) section)
and verify that the setting is enabled.
Note: If the setting is disabled, click the toggle to enable it. If a verification dialog displays, choose Turn On to
verify the change.

5. (Optional) Check Allow use of videos for virtual backgrounds then Save to confirm the change, to grant
your users access to video virtual backgrounds.
6. (Optional) Check Allow users to upload custom backgrounds then Save to confirm the change, to grant
your users access to upload their own virtual backgrounds in addition to the backgrounds currently uploaded.
7. (Optional) Click Manage virtual background to upload default background images available for users.
Note: Users must have client/app version 5.1.1 or higher to see the background images you upload.
Group
To enable the Virtual Background feature for all members of a specific group:
1. Sign in to the Zoom web portal as an administrator with permission to edit user groups.
3. Click the name of the group, then click the
Meeting tab to access Settings.
4. In the Meeting tab, navigate to the Virtual
Background option and verify that the setting
is enabled.
Notes:
• If the setting is disabled, click the Status
toggle to enable it. If a verification dialog
displays, choose Turn On to verify the change.
• If the setting is grayed out, it has been
locked at the Account level, and needs to be
changed at that level.
6. (Optional) Check Allow use of videos for virtual backgrounds then Save to confirm the change, to grant
your users access to video virtual backgrounds.
7. (Optional) Check Allow users to upload custom backgrounds then Save to confirm the change, to grant
your users access to upload their own virtual backgrounds in addition to the backgrounds currently uploaded.
8. (Optional) Click Manage virtual background to upload default background images available for users.
Note: Users must have client/app version 5.1.1 or higher to see the background images you upload.
User
To enable the Virtual Background feature for your own use:
3. In the Meeting tab, navigate to the Virtual Background option (under the In Meeting (Advanced) section)
and verify that the setting is enabled.
Notes:
• If the setting is disabled, click the status
toggle to enable it. If a verification dialog
displays, choose Turn On to verify the
change.
• 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.
Admin management of virtual backgrounds

Admins can upload their own virtual backgrounds for all users on their account to use, or can assign certain
virtual backgrounds for use by specific user groups. The admin can allow users to add their own virtual
backgrounds or restrict them to just what admins have provided.
1. Enable the virtual background feature in Account Settings or Group Settings.

2. Click Manage virtual background.
3. Click Choose Files or drag and drop the images you want to upload.
4. Wait for the upload to finish before closing this window. A small banner will appear along the top of the page
when the upload is successful.
After the new backgrounds are uploaded, users will need to sign-out of the client and then back in to retrieve the
backgrounds from the web.
Notes:
• Users must be on version 5.1.1 or higher to utilize this feature.

• The default Zoom virtual backgrounds cannot be removed from the web portal.
• Video virtual backgrounds cannot be uploaded at this time.
Using Virtual Background
Windows | Mac
1. Sign in to the Zoom desktop client.

2. Click your profile picture, then click Settings.
3. Select Virtual Background.

Note: If you do not have the Virtual Background tab and
you have enabled it on the web portal, sign out of the Zoom
Desktop Client and sign in again.
4. Check I have a green screen if you have a

physical green screen set up. You can then click on
your video to select the correct color for the green
screen.
5. Click on an image to select the desired virtual
background or add your own image by
clicking + and choosing if you want to upload an
image or a video.
If prompted, click Download to download the

package for virtual background without a green
screen.
Notes:
• Ensure that you are using a solid background
color.
• After you select an option, that virtual
background will display during your meetings.
• To disable Virtual Background, choose the option None.
Enabling Virtual Background during a meeting

If you have already have Virtual Background enabled in the web portal, you can turn it on during a meeting.

Zoom Desktop Client
1. In a Zoom meeting, click the upward arrow (^) next to Start/Stop Video.
2. Click Choose Virtual Background....
.
3. If prompted, click Download to download the package for virtual background without a green screen.
4.
Troubleshooting
If you are experiencing issues with Virtual Background, try the following troubleshooting tips:
• If you do not have the Virtual Background tab in your desktop client settings after enabling it, sign out of the
client and sign in again.
• Manually pick the background color to ensure the correct color is selected. This option is only available after
you click an image.
• Ensure that the background is a solid color with minimal shadows. Also ensure the background is uniform in
lighting. A 3-point lighting setup is ideal.
• Ensure that your green screen color does not match your shirt or eye color.
Sharing your screen

Overview
While in a meeting, you can share the following content:
• Entire desktop or phone screen

• A specific application
• A portion of your screen
• Whiteboard
• Device audio
• Content from a second camera
• iPhone/iPad screen
Note:
• The host can disable participants' ability to share their screen.

• For Free/Basic accounts, screen sharing is set to Only Host by default.
• In a webinar, only the host, co-hosts, and panelists can share their screen.
• If you're using the desktop client, you can show Zoom windows during screen share.
Prerequisites

• Zoom desktop client
• Zoom mobile app
• Client version 5.0 or higher is required for joining a meeting after May 30, 2020.
Windows | Mac
Sharing your screen or content
1. Click the Share Screen button located in

your meeting controls.
2. Select one of these screen share options:

• Basic: Share your entire desktop, specific
application window, whiteboard,
or iPhone/iPad screen.
• Advanced
• Portion of Screen: Share a portion of your screen represented by a green border.
• Music or Computer Sound Only: Only share your computer's audio (your selected speaker in your audio
settings).
• Content from 2nd Camera: Share a secondary camera connected to your computer; for example, a
document camera or the integrated camera on your laptop.
• Files: Share a file from a third-party sharing service like Google Drive or Microsoft OneDrive. Follow the on-
screen prompts to sign in to the third-party service and grant Zoom access.
Note: Alternatively, you can open the file in a web browser then share the browser window. For example, to
share a Google doc, open the doc in Chrome, then share the Chrome window. The end result is the same as using
the sharing options in the Files tab.
3. (Optional) Enable these features:
• Check Share Computer Sound: If you check this option, any sound played by your computer will be shared
in the meeting.
• Check Optimize for full screen video clip: Check this if you will be sharing a video clip in full screen mode.
Do not check this otherwise, as it may cause the shared screen to be blurry.
4. Click Share.
• Zoom will automatically switch to full screen to optimize the shared screen view. To exit full-screen, click
Exit Full Screen in the top-right corner or press the Esc key.
• To disable automatic full screen when viewing a shared screen, disable this option in your desktop client
settings: Enter full screen automatically when a participant shares screen.
• If you selected Portion of Screen, customize the screen portion by dragging or resizing the green border.
• If you selected Content from 2nd Camera, click Switch Camera in the top-left corner to switch the shared
camera.
Share screen menu

When you start sharing your screen, the meeting controls will move into a menu that you can drag around your
screen.

• Mute/Unmute: Mute or unmute your microphone.
• Start/Stop Video: Start or stop your in-meeting video.
• Participants/Manage Participants: View or manage the participants (if the host).
• New Share: Start a new screen share. You will be prompted to select which screen you want to share again.
• Pause Share: Pause your current shared screen.
• Annotate / Whiteboard: Display annotation tools for drawing, adding text, etc.
• More: Hover over more for additional options.
• Chat: Open the chat window.

• Invite: Invite others to join the meeting.
• Record: Start recording locally or to the cloud.
• Allow/Disable participants annotation: Allow or prevent the participants from annotating on your shared
screen.
• Show/Hide Names of Annotators: Show or hide the participants' name when they are annotating on a
screen share. If set to show, the participant's name will briefly display beside their annotation.
• Live on Workplace by Facebook: Share your meeting or webinar on Workplace by Facebook. Learn more
about live-streaming a webinar.
• Optimize Share for Full-screen Video Clip: Start optimizing for a video clip in full screen mode.
Note: Do not enable this setting if you are not sharing a full screen video clip, as it will blur your screen share.
• End Meeting: Leave the meeting or end the meeting for all participants.
Showing Zoom windows during screen share

By default, the Zoom window is not shared while sharing your screen. Showing the Zoom window during screen
share can be useful if a participant is helping you use Zoom.

3. In the In Meeting (Basic) section, make sure Show Zoom windows during screen share is enabled. This
setting will allow the setting to appear in the desktop client.
4. Sign out of the Zoom desktop client and sign back in. Alternatively, you can exit the client and re-open it.
5. Click your profile picture then click Settings.
6. Click the Share Screen tab and make sure Show Zoom windows during screen share is enabled.
Sharing a whiteboard
Overview
The whiteboard feature will allow you to share a whiteboard that you and other participants (if allowed) can
annotate on.
Prerequisites
• Zoom desktop client for Windows version 3.5.19597.0626 or higher

• Zoom desktop client for Mac version 3.5.24604.0824 or higher

• Zoom desktop client for Linux version 2.0.123086.0330 or higher
• Zoom mobile app for iPad version 2.5.34521.1207 or higher
• Zoom mobile app for Android version 3.6.17038.1226 or higher
Windows | Mac
Sharing a whiteboard
1. Click the Share Screen button located in your meeting tool bar.
2. Click Whiteboard.
3. Click Share.
4. The annotation tools will appear automatically, but you can press the Whiteboard option in the meeting
controls to show and hide them.
5. Use the page controls in the bottom-right corner of the whiteboard to create new pages and switch between
pages.
Note: Only the participant or host that started sharing the whiteboard has access to create and switch pages.
6. When you are done, click Stop Share.
Multiple whiteboards in a meeting

If you have simultaneous screen sharing on, multiple participants will be able to share a whiteboard at once.
However, to see two whiteboards at once, or your own whiteboard and another participant's, you will need to
have dual monitors enabled.
Using annotation tools on a shared screen or

whiteboard
Overview
Meeting participants can annotate on a shared screen as a viewer or the one that started sharing your screen.
You can also use annotation tools when sharing or viewing a whiteboard.
• Enabling annotation for meetings
• Account
• Group
• User
• Using annotation tools
Prerequisites
• Annotation enabled
• Zoom Desktop Client for Windows, macOS, and Linux
• Zoom Mobile App for Android and iOS
• Joined or started a meeting with screen sharing
Note: The meeting host can disable attendee annotation. If you do not have the annotation option, confirm that
the host has not disabled annotation.
Enabling annotation for meetings

Before using annotation, make sure it's enabled in the Zoom web portal.
Account
To enable annotation for all users in the account:
1. Sign in to the Zoom web portal

2. In the navigation panel, click Account Management then Account Settings.
3. Click the Meeting tab.
4. Under Meeting (Basic), verify that Annotation is enabled.
the change.
6. (Optional) Click the check box to allow saving of shared screens with annotations.
7. (Optional) Click the check box to restrict annotation to only the user sharing content.
Group
To enable annotation for a group of users:

2. In the navigation panel, click User Management then Group Management.
3. Click the applicable group name from the list, then click the Settings tab.
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.
User
To enable annotation for your own use:

2. In the navigation panel, click Settings.

the change.
Note: If the option is grayed out, it has been locked at either the group or account level. You need to contact your
Zoom admin.
Using annotation tools
Accessing annotation tools if you started screen sharing

After sharing your screen or whiteboard, annotation controls will display. If you don't see the annotation tools,
click Annotate (if you are sharing your screen) or Whiteboard (if you are sharing a whiteboard).
Accessing annotation tools if you are viewing a shared screen

While viewing a shared screen or shared whiteboard, click View Options then Annotate at the top.
Annotation tools
You will see these annotation tools:
Note: The Select, Spotlight, and Save options are only available if you started the shared screen or whiteboard.
• Mouse: Deactivate annotation tools and switch to your mouse pointer. This button is blue if annotation tools
are deactivated.
• Select (only available if you started the shared screen or whiteboard): Select, move, or resize your
annotations. To select several annotations at once, click and drag your mouse to display a selection area.
• Text: Insert text.
• Draw: Insert lines, arrows, and shapes.
Note: To highlight an area of the shared screen or whiteboard, select following square or circle icon to insert a
semi-transparent square or circle.
• Stamp: Insert predefined icons like a check mark or star.

• Spotlight / Arrow: Turn your cursor into a spotlight or arrow.
• Spotlight (only available if you started the shared screen or whiteboard): Displays your mouse pointer to all
participants when your mouse is within the area being shared. Use this to point out parts of the screen to other
participants.
• Arrow: Displays a small arrow instead of your mouse pointer. Click to insert an arrow that displays your
name. Each subsequent click will remove the previous arrow placed. You can use this feature to point out your
annotations to other participants.
• Eraser: Click and drag to erase parts of your annotation.

• Format: Change the formatting options of annotations tools like color, line width, and font.
• Undo: Undo your latest annotation.
• Redo: Redo your latest annotation that you undid.
• Clear: Delete all annotations.
• Save: Save shared screen / whiteboard and annotations as a PNG or PDF. The files are saved to the local
recording location.
Note: This option is only available to viewers if the host has allowed others to save.
• To change the file format, click the downward arrow next to Save and select one of these options:
• PNG: Save as a PNG file. If there are multiple whiteboards, Zoom will save a PNG file for each
whiteboard.
• PDF: Save as a PDF. If there are multiple whiteboards, Zoom will save a single PDF containing all
whiteboards.
Annotation settings
If you started the shared screen or whiteboard, click More in the screen share controls for these annotation
settings:
• Allow/Disable participants annotation: Allow or prevent the participants from annotating on your shared
screen.
• Show/Hide Names of Annotators: Show or hide the participants' name when they are annotating. If set to
show, the participant's name will briefly display beside their annotation.
Annotation shortcuts
Windows:
• Undo: Ctrl + Z
• Redo: Ctrl + Y
• Mouse mode: Right-click anywhere
Mac:
• Undo: Command + Z
• Redo: Command + Shift + Z
Linux:
Using audio transcription for cloud recordings

Overview
Use the Audio transcript option (under Cloud Recording) to automatically transcribe the audio of a meeting or
webinar that you record to the cloud. After this transcript is processed, it appears as a separate .vtt text file in
the list of recorded meetings. In addition, you have the option to display the transcript text within the video
itself, similar to a closed caption display

The transcript is divided into sections, each with a timestamp that shows how far into the recording that portion
of the text was recorded. You can edit the text to more accurately capture the words, or to add capitalization and
punctuation, which are not captured by the transcript.
Note: Audio transcription only supports English.
This article includes:
• Enabling audio transcription

• Account
• Group
• User
• Generating a transcript
• Viewing and editing the transcript
• Embedding the transcript
• Searching within the transcript
Prerequisites
• Business, Education, or Enterprise license with Cloud Recording enabled

• Account owner or admin privileges
Note: If you meet the prerequisites above, but do not see the option, contact support to have it enabled.
Enabling audio transcription
Account
To enable the audio transcript feature for all members of your organization:
1. Sign into the Zoom web portal.

3. Navigate to the Cloud recording option on the Recording tab and verify that the setting is enabled.
Note: 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. In the Advanced cloud recording settings, click the Audio transcript checkbox to enable it, then click Save
to confirm the change.

Note: 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 audio transcript feature for all members of a specific group:

3. Click the desired Group Name from the list, then click the Settings tab.
4. Navigate to the Cloud recording option on the Recording tab and verify that it is enabled.
Notes:
• If the setting is disabled, click the Status toggle to enable it. If a verification dialog displays, choose Turn On
• If the option is grayed out, it has been locked at the Account level, and needs to be changed at that level.

Note: 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 audio transcript feature for your own use:

3. Navigate to the Cloud recording option on the Recording tab and verify that the setting is enabled.
Notes:
• If the setting is disabled, click the Status toggle to enable it. If a verification dialog displays, choose Turn On
• If the option is grayed out, it has been locked at either the Group or Account level, and you will need to

Generating a transcript
1. Start a meeting or webinar.

2. Click the Record button and choose Record to the Cloud.
3. After the meeting ends, you will receive an email that lets you know that your cloud recording is available. A
short time later, you also receive a separate email letting you know that the audio transcript for the recording is
available. These emails include links to view your recordings and transcript.
Viewing and editing the transcript

Audio transcripts are saved in VTT format. If you download the VTT file, you can open it with a text editor or
word processing application. You can also view or edit transcripts in the web portal:
1. Click the link in the email OR navigate to the My Recordings page on the Zoom web portal and click the
name of the recorded meeting.
Notes:
• This opens the Recording Details page, which includes at least two files:
1. Audio Only (m4a)
2. Transcript Recording (vtt)
• If you selected other files for the cloud recording, these will also be included:
1. Recording (mp4)
2. Gallery view (mp4)
Zoom for Education: A step-by-step guide 33 | P a g e / a r d
3. Chat text (txt)
2. Click the Audio Only m4a file, or the Recording or Gallery View mp4 file, if available. The text of the
transcript displays on the right-hand side of the file.
3. Navigate to the Audio Transcript panel on the right and click the pencil icon next to the phrase you want to
edit.
4. Make any changes to the text, then click Save.

The updated version of the text is displayed when you play the audio or video file.
Embedding the Transcript

The transcript is automatically embedded within the audio and video file, but is hidden by default. To see the
transcript embedded in the audio or video file:
1. Open the audio or video file from My Recordings.

2. Click the Play button.
3. Click the CC icon at the bottom right of the screen.

Note: The text displays on top of the video, similar to closed captioning.
Searching within the transcript

You can search for text within the transcription and you can search for transcribed recordings that include the
text you are searching for.
1. Go to My Recordings.
2. In the Search by list, choose Keyword.
3. Type a word or phrase in the text entry box, then click Search.
Note: This shows the list of meetings that includes the keyword in the transcript.
4. Click the applicable meeting to view the transcript.
5. Click the Audio Only m4a file, or the Recording or Gallery View mp4 file, if available. The text of the
transcript displays on the right-hand side of the file.
6. Navigate to the Audio Transcript panel on the right and type the keyword into the search box at the top. All
instances of the keyword are highlighted
Using in-meeting chat

Overview
The in-meeting chat allows you to send chat messages to other users within a meeting. You can send a private
message to an individual user, or you can send a message to an entire group. As the host, you can choose who
the participants can chat with or to disable chat entirely.
In-meeting chat can be saved manually or automatically. Auto-save chat will automatically save your in-meeting
chat locally on your computer. You can also manually save your chat when you start a local cloud recording.
Note: Private messages between participants are not viewable by the host.
Prerequisites
• Meeting with chat enabled
Windows | macOS | Linux

Accessing in-meeting chat
Video only or while viewing a screen share
1. While in a meeting, click Chat in the meeting controls.
2. This will open the chat window. You can type a message into the chat
box or click on the drop down next to To: if you want to send a message to
a specific person.
3. When new chat messages are sent to you or everyone, a preview of the
message will appear and Chat will flash orange in your host controls.
While screen sharing
1. While screen sharing, click More in the meeting controls. Choose Chat.
2. A floating chat window will appear.

3. If you receive new chat messages while screen sharing, the More button
will flash orange to indicate the incoming message. You can click on More,
then Chat to open the window.
Changing in-meeting chat settings

If you're the meeting host, you can change the in-meeting chat settings.
1. While in a meeting, click Chat in the meeting controls.

2. Click More to display in-meeting chat settings.
3. You can access the following options:
• Save chat: Save all chat messages in a TXT file.
• Share file in meeting: Send a file in the chat.
• Allow attendees to chat with: Control who participants can chat with.
• No one: Disables in-meeting chat.

• Host only: Only the host can send messages
to everyone. Participants can still send private
messages to the host.
• Everyone publicly: Participants can only
send public messages. Public messages are visible
to all participants. Participants can still send
private messages to the host.
• Everyone publicly and privately:
Participants can send public or private messages.
Public messages are visible to all participants.
Private messages are sent to a specific participant

Generating Meeting Reports for Registration and
Polling
Overview
If your Zoom meeting has registration or polling enabled, you can generate a registration or polling report for
further analysis.
The registration report contains the following information of registered participants:
• First and last name
• Email address
• Date and time of registration
• Approval status
The polling report contains the following information of participants that answered a poll question:
• Username and email address
• Date and time they submitted their answer
• The poll question and the participant's answer
Note:
• Meeting reports are automatically deleted 30 days after the scheduled date. This is also when the meeting is
removed the from the Previous Meetings page in the web portal.
• If you delete a meeting from your Meetings list in the web portal, you cannot generate reports for that
meeting. You can still download any reports you generated before deleting the meeting.
• You should generate meeting reports after your meeting has ended. If generated a report before starting the
meeting, you should re-generate the report to obtain the data collected during the meeting.
Prerequisites
• Host of the meeting, role with Usage Reports enabled, Account Admin or Owner
• Pro, API Partner, Business or Education plan
Instructions
2. Navigate to Account Management > Reports.
3. In the Usage Reports tab, click Meeting.
A list of upcoming and previous meetings will be generated. You can search by time range or by meeting ID.
4. Next to Report Type, select the Registration Report or Poll Report.
5. In the drop-down menu below Report Type, select one of these options:

• Search by time range: Select a time range then click Search.
• Search by meeting ID: Enter the meeting ID and click Search.
6. Click Generate in the last column. You can also use the check boxes to select multiple meeting then click
Generate at the top.
Zoom will redirect you to the Report Queues tab where you can download the report as a CSV file.
Finding and viewing local recordings

Overview
If you recorded your meeting or webinar locally to your computer, you a can access the local recordings files on
the computer that recorded the meeting.
Note: If you recorded a meeting or webinar to the cloud, you can manage your cloud recordings in the Zoom
web portal.
• Default location for local recording files

• Accessing and converting local recording files (desktop client)
• Recording file formats
• Viewing or changing the default recording location for local recordings
• Accessing local recordings (web portal)
Prerequisites
• Previously recorded meeting

• To view a list of local recordings in the web portal, meeting/webinar must be recorded using:
• Zoom desktop client for Windows, 4.0.25513.0228 or higher
• Zoom client for macOS, 4.0.25513.0228 or higher
Default location for local recording files

By default, local recordings will be placed in following directory:
• Windows: C:\Users\[Username]\Documents\Zoom
• Mac: /Users/[Username]/Documents/Zoom
• Linux: home/[Username]/Documents/Zoom
Accessing and converting local recording files (desktop client)

Note: For versions 4.6.10 or higher, you can't convert local recording files by double-clicking the Zoom files. You
must follow the steps below to convert the files. If you're issues converting a local recording, see our
troubleshooting suggestions.
1. Open the Zoom desktop client and click Meetings.
2. Click the Recorded tab and select the meeting with a local recording.
Note:
• Local recordings display the file path and options to option, play, or delete the recording.
• If you only see the Open option, it means the recording is a cloud recording.
• If you have a local recording that hasn't been converted to a video file yet, click Convert to convert the
recording to a video file and display the options below.
3. You can access these options to manage your local recordings:
• Open: Open the folder that contains the recording files.
• Play Video: Play the recorded meeting using your computer's default media player.
• Play Audio: Play the recorded meeting audio with your computer's default media player.
• Delete: Permanently delete the recording from your computer.
• Refresh icon : Refresh the recording list if you don't see your recording.
4. (Optional) Follow the steps to share a local recording if you want others to see your recording.
Note: If there are issues opening or playing the file, check the default recording location and ensure the files are
in the correct place.
Recording file formats

Zoom recordings use the following file formats:
• MP4: Audio/Video file that is named zoom_0.mp4 by default. Each subsequent recording is in sequential
order: zoom_0, zoom_1, zoom_2, etc.
• M4A: Audio-only file that is named audio_only.m4a by default. Each subsequent recording is in sequential
order: audio_only_0,audio_only_1, etc.
• M3U: Playlist file to play all individual MP4 files (Windows only). Named playback.m3u by default.

• TXT: Text file that is named chat.txt by default. This file contains the in-meeting chat messages. A chat file
saved locally will include chat messages sent to everyone and any chat messages sent to/from the participant
who saves the chat.
Note: Screen sharing recording uses about 20MB of storage per

hour while video recording uses about 200MB of storage an
hour. This is an approximation, since the resolution and types of
video or screen sharing content could change the amount of
storage used.
Viewing or changing the default recording location for local

recordings
You can find your default recording location for local recordings
in your Zoom client settings.
1. Sign in to the Zoom desktop client.

2. Click your profile picture then click Settings.
3. Click Recording.
4. Click one of these options beside Local Recording:
• Click Open to open the folder where your local recordings are stored.
• Click Change to change the default recording location for your local recordings.
Section 5: Getting Started in Mobile
Getting Started with Android
Overview
This article gives a summary of the features available on
Android. Using the Zoom Cloud Meetings app on Android,
you can join meetings, chat with contacts, and view a
directory of contacts.
• Sign in and Join
• Meet & Chat
• Phone
• Contacts
• Settings
Sign in and Join

Open the Zoom app and sign in to your account to access
all features.
You can also join a meeting without signing in. Tap the
gear icon to access basic meeting settings if you join
without signing in.

Meet & Chat
After signing in, tap Meet & Chat for these meeting
features:
• Start meeting: Start an instant meeting using your PMI or a
new meeting ID. Learn about in-meeting controls for hosts.
• Join: Join a meeting using the meeting ID. Learn about in-
meeting controls for attendees.
• Schedule: Schedule a one-time or recurring meeting.
• Upcoming Meetings: View, edit, start, or delete
your scheduled Zoom meetings.
• Tap your name to use your personal chat space.
You also have access to these chat features:
• Plus icon : Start a one-on-one chat with a contact.
Star icon : View and start a chat with your
starred contacts and channels
Phone
Tap Phone to use Zoom Phone features.
Note: Zoom Phone license required.
• Keypad tab: Call a number or contact using your direct
phone number or company number.
• History tab: View your call log showing answered, missed,
and recorded calls.
Voicemail tab: Play and delete voicemail messages
Contacts
Tap Contacts to list all your contacts and add new ones.
• Directory tab: Tap the contact's to start a one-on-one chat
with them.
• Channels tab: View a list of starred, public, and
private channels.
• Zoom Rooms tab: View a list of Zoom Rooms. Tap a Zoom
Room to start a meeting with it.
• Plus icon : Add a custom contact or create a new
channel for group messaging

Settings
Tap Settings to view meeting and chat settings.
• Tap your name to change your profile picture, name, and password.
• Contacts: Find phone contacts that are using Zoom, and
approve contact requests.
• Meeting: Change settings for enabling/disabling your microphone,
speaker, or video when you join a meeting.
• Notifications: Change when Zoom notifies you of new messages.
• Phone (only visible if you have Zoom Phone): View your direct phone
number and company number.
• Chat: Enable or disable link preview in chat messages.
• About Zoom: View the app version and send feedback
Getting Started with iOS
Overview
This article gives a summary of the features available
on iOS. Using the Zoom Cloud Meetings app on iOS,
you can join meetings, chat with contacts, and view a
directory of contacts.
• Sign in and Join
• Meet & Chat
• Phone
• Meetings
• Contacts
• Settings
• Permissions Requested By the Zoom Mobile Client
Sign in and Join

Open the Zoom app and sign in to your account to
access all features.
You can also join a meeting without signing in. Tap
the gear icon to access basic meeting settings if you
join without signing in.

Meet & Chat
After signing in, tap Meet & Chat for these meeting features:
• New Meeting: Start an instant meeting using your PMI or a new
meeting ID. Learn about in-meeting controls for hosts.
• Join: Join a meeting using the meeting ID. Learn about in-meeting
controls for attendees.
• Schedule: Schedule a one-time or recurring meeting.
• Share Screen: Enter a sharing key or meeting ID to share your
device screen to a Zoom Room
• Tap your name to use your personal chat space.
You also have access to these chat features:
• Plus icon : Start a one-on-one chat with a contact.
Star icon : View and start a chat with your
starred contacts and channels
Phone
Tap Phone to use Zoom Phone features.
Note: Zoom Phone license required.
• Keypad tab: Call a number or contact using your direct phone number
or company number.
• History tab: View your call log showing answered, missed, and
recorded calls.
• Voicemail tab: Play and delete voicemail messages.
Meetings
• Start: Start an instant meeting using your PMI or a meeting you have
scheduled
• Send Invitation: Invite others to your PMI by text message, email or
copying the meeting details and pasting them into a calendar invite.
• Edit: Change the settings of your PMI
• Tap a scheduled meeting to view, edit, start, join or delete it.
Note: You can only edit, start or delete meetings you are the host of.
Contacts
Tap Contacts to list all your contacts and add new ones.
• Directory tab: Tap the contact's to start a one-on-one chat with them.
• Channels tab: View a list of starred, public, and private channels.
• Rooms tab: View a list of Zoom Rooms. Tap a Zoom Room to start a
meeting with it.
• Plus icon : Add a custom contact, join or create a new channel for
group messaging, or add an app from Zoom Marketplace.

Settings
Tap Settings to view meeting and chat settings.
• Tap your name to change your profile picture, name, and password.
• Meetings: Change settings for enabling/disabling your microphone, speaker, or video when you join a
meeting.
• Contacts: Find phone contacts that are using Zoom, and approve contact requests.
• Messages: Enable or disable link preview in chat messages.
• Notifications: Change when Zoom notifies you of new messages.
• Phone (only visible if you have Zoom Phone): View your direct phone number and company number.
• General: Enable/disable integrated calling or blur snapshot on task switcher
• About: View the app version and send feedback.
Learn more about Zoom settings.
Permissions Requested By the Zoom Mobile Client
The Zoom Mobile Client may ask you to authorize access to the following permissions via a pop-up,
depending on which features you are accessing in Zoom. You can enable these options before-hand or
at your overall discretion by going to Settings > Zoom on your device. The following permissions are
requested by Zoom:
• Location- Allows Zoom to access your location, so it can generate an Emergency Response Location,
for when dialing emergency services from Zoom phone.
• Contacts - Utilized for Phone Contact Matching (not available for iPads or iPadOS).
• Calendars- Allows Zoom to add a meeting as an event in the Calendar app, when a Zoom meeting is
scheduled.
• Photos- Allows Zoom the ability to access your local photo albums, for adding images to chat
messages, or for screen sharing during a meeting or webinar.
• Microphone - Joining using built-in audio devices in a meeting or webinar.
• Camera - Sharing your video in a meeting or webinar.
• Siri & Search - Enables the ability to add Siri Shortcuts including Join the Next Meeting, View Today’s
Meetings, Start My Personal Meeting.
• Notifications- Allows Zoom the ability to display notifications for chat messages, upcoming meetings,
and more.
• Background App Refresh- Allows for notifications for Meeting invites when the app is closed and not
actively running.
References:
https://support.zoom.us/hc/en-us/articles/360042982391
http://wiu.edu/CITR/resources/tip_sheets/zoom/using_zoom.pdf
https://cdn.csu.edu.au/__data/assets/pdf_file/0009/3392712/Zoom-Cheat-Sheet-teachers-220320.pdf
https://zoom.us/docs/doc/Education%20Guide%20-%20Getting%20Started%20on%20Zoom.pdf
https://www.youtube.com/watch?v=wbnyQwsVbiY
https://www.youtube.com/watch?v=-8PRGubaD68
https://www.youtube.com/watch?v=uHd4Cff4Ha8
https://www.youtube.com/watch?v=GAnkl17RvwU
https://www.youtube.com/watch?v=JlRfIUH8ENw

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Zoom for Education:

Section 1: Getting Started on Zoom

Section 2: Administrator’s Guide to Managing Zoom

Section 3: Teacher’s Guide to Educating on Zoom

Section 5: Getting Started in Mobile

Zoom for Education: A step-by-step guide 1|Page /ard

1. Start by going to zoom.us.

3. Enter your school email address and click “Sign Up”.

Zoom for Education: A step-by-step guide 2|Page /ard

7. You’re good to go!

2. How to Download the Zoom Client

● Start by going to https://zoom.us/download.

● If joining via a Chromebook, download the Zoom app

3. How to Schedule a Meeting

● Option 1: Scheduling through the desktop app

1. Open the Zoom desktop app.

2. Click on the Home button at the top left.

3. Press the Schedule button.

Zoom for Education: A step-by-step guide 3|Page /ard

● Option 2: Scheduling online

Zoom for Education: A step-by-step guide 4|Page /ard

1. Log in to your LMS and go to the Zoom external tool link

2. Click on the Schedule a Meeting button

4. How to join a Class/Meeting

● Option 1: Join via meeting URL

● Option 2: Join through desktop client using the Meeting ID.

• Open the Zoom desktop app.

• Click on the Home Button.

● Option 3: Join using the Web client/browser.

• Using computer audio (recommended).

5. Best Practices while in a Class/Meeting

• Sign in to the Zoom desktop client and stay signed in.

• Turn your camera on and have you camera at eye level.

• Stay muted unless you're talking to reduce background noise.

• Make sure you sit in a well lit and quiet place.

Section 2: Administrators Guide to Managing Zoom

practices will be applicable to higher education institutions as well.

Be sure to obtain parental consent

Supervised Account Creation

Zoom for Education: A step-by-step guide 6|Page /ard

Only allow users to join meetings within your organization’s account

Require sign in to account to attend meetings

In Meeting Security and Controls

information, visit https://support.zoom.us/hc/en-us/articles/115005759423

Zoom for Education: A step-by-step guide 7|Page /ard

Disable private chat

Disable Group Messaging account-wide or restrict student IM contacts

Tips for Administrators

1. How to Add Users to your Account

they sign into Zoom. For instructions visit: https://support.zoom.us/hc/en-us/articles/203395207-What-is-

2. How to communicate to Students/Guardians

Zoom for Education: A step-by-step guide 8|Page /ard

scheduled with instructions for the day’s lessons.

3. Tips and Tricks for Administrators and Staff

instructions for the day’s lessons.

meetings, screen share, & remote desktop access

Section 3: Teacher’s Guide to Educating on Zoom

2. Press the New Meeting button.

2. Recording a Zoom Meeting

● When in a meeting, click the Record button.

Zoom for Education: A step-by-step guide 9|Page /ard

3. Delivering Virtual Instruction

● Teaching Live using Zoom (Synchronous)