Maximize team efficiency with document collaboration

Ready to get your work done in one place? With Zoom Docs, document collaboration fits seamlessly into your team’s workflows so you can effectively work with colleagues and stay informed through docs, wikis, and projects.

Maximize team efficiency with document collaboration

What is document collaboration?

Document collaboration is a process where multiple people work together on a single, living document to organize projects and collaborate among teammates. By allowing all members to write, edit, and comment in the same doc, document collaboration software helps facilitate teamwork, improve productivity, and allow for efficient content creation and sharing among collaborators who may be located in the same office or in a hybrid work setting. 

Unlike other shared document collaboration tools, Zoom Docs takes file collaboration a step further. As part of paid Zoom Workplace plans, it has Zoom AI Companion capabilities woven in to help you jumpstart document creation. Zoom AI Companion can pull content from meetings into Zoom Docs, enabling you to seamlessly create documents that summarize the key points and action items from a conversation. It also provides pre-populated templates and drag-and-drop content blocks for tables, charts, and images that transform simple text documents into engaging collaborative tools that support your team’s work. 

How document collaboration improves team efficiency

Using the document collaboration features within Zoom Docs gives teams the ability to get their work done together in real time. It also eliminates the common challenge of multiple different versions of documents being emailed back and forth. Zoom Docs is woven into the Zoom Workplace experience, meaning teams can:

  • Quickly start and schedule Zoom meetings or create events from Docs.

  • Create, share, and co-edit docs directly in meetings or in the app, working in real-time to keep everyone aligned.

  • Keep information organized by embedding a Zoom whiteboard in a doc.

  • Stay on top of tasks and reduce information overload with a single place for documents, wikis, and project trackers.

  • Share docs to Team Chat with a few simple clicks to inform collaborators and stakeholders, enhancing visibility and reducing silos.

  • Use Zoom AI Companion to summarize meetings, generate document drafts, brainstorm, adjust copy length, and more.

How document collaboration improves team efficiency

Benefits of document collaboration with Zoom Docs

Zoom Docs are flexible, AI-first documents that adapt to different team and project needs to enhance productivity; enable team members to easily create and edit shared docs; and collaborate better across teams, locations, and time zones. Document collaboration in Zoom Docs helps you:

Get your team on the same page (literally)

Get your team on the same page (literally)

During a meeting, get alignment in real time by sharing an existing document (or creating a new one) while participants follow your doc’s view and/or co-edit at the same time. Viewing and working in the same living document enhances meeting collaboration.

Save time by communicating in the doc

Save time by communicating in the doc

Tag collaborators and stakeholders in your documents with @ mentions and reactions, and share docs directly to Team Chat, to keep the conversation going and in one place. Assign tasks and due dates to keep team members accountable.

Make meetings more actionable

Make meetings more actionable

Take advantage of Zoom Docs’ AI-first functionality to populate documents with discussion items from Zoom Meetings and create new docs quickly. Embed your Zoom whiteboard to keep brainstorm notes and plans organized with meeting information.

Set a standard for file collaboration

Set a standard for file collaboration

Stay on top of projects and reduce information overload with a single place for your docs, files, folders, to-do lists, boards, calendars, project briefs, wikis, and more, all in your Zoom Workplace desktop or mobile app. 

60%

60% of a person’s time at work is spent on work about work, not on skilled work (Asana’s Anatomy of Work Index 2023)

Zoom Docs’ easy-to-use document collaboration features and customizable content

Meet from docs

Meet from docs

Start and schedule meetings directly within a doc. Click the video icon to “Meet now” and add participants, or “Schedule meeting” to find a time.

Add customizable content blocks

Add customizable content blocks

Quickly insert text, checklists, tables, quotes, columns, and more to increase functionality and fun.

Embed multimedia files

Embed multimedia files

Embed images, audio, video (including YouTube), and web cards to build a beautiful, interactive space.

Collaborate in docs

Collaborate in docs

Improve visibility by adding comments in the doc, tagging collaborators with @ mentions to notify channels and individuals via email or Zoom Team Chat, and seeing edits by other collaborators live in the doc.

Use templates

Use templates

Jumpstart document creation and get content in the right format by selecting from pre-built template options like meeting agendas and proposal docs.

Manage projects

Manage projects

Use project management-style document formatting for personal and team use to keep track of tasks and dates, including Kanban boards, calendar and timeline boards, and more.

Translate copy in docs

Translate copy in docs

Use Zoom AI Companion to translate text in up to 16 supported languages without leaving the document (no more copying-pasting to another app).

Share information securely

Share information securely

Manage access to docs by inviting Zoom Team Chat channels or select individual contacts, and set collaboration permissions with view, comment, and edit access.

Do more with Zoom Workplace

Do more with Zoom Workplace

Enable smoother workflows and reduce app switching with docs that pull in content from Zoom Meetings, Zoom Team Chat, and Zoom Whiteboard.

How to work collaboratively on a doc

How to work collaboratively on a doc

Whether your team needs to plan a new product launch or prepare a business proposal, you may want to know, how do you work collaboratively on a document? Follow these steps to get started:

  • Open a new document

    Start from a blank doc, choose from a template, use Zoom AI Companion to generate one from a meeting, or import a file from a third-party app.

  • Share the document

    Invite collaborators to view, edit, comment on, or co-own your document. Notify them by email, Zoom Team Chat, or sharing a link.

  • Edit the document

    Start creating! Up to 100 collaborators can add content and comment directly on documents simultaneously.

FAQ

Document collaboration software allows multiple people to work together on digital documents in real-time or asynchronously. Key aspects of document collaboration software include: 

 

  • Real-time editing where multiple people can work simultaneously
  • Version history
  • Comments and notes
  • Access controls and permissions
  • Cloud storage and syncing

 

When evaluating document collaboration software, choose an application that allows you to create documents that help your team save time and be more productive. For example, Zoom Docs offers built-in collaboration tools, pre-populated templates, and content blocks that can be inserted into the doc. It also allows you to use Zoom AI Companion to pull summaries and information from your Zoom Meetings into a document. 

When people refer to document collaboration or say they’re working collaboratively on a doc, it means multiple people are working together on the same document, presentation, or spreadsheet at the same time. Document collaboration makes it easier for groups of people to create, review, and refine documents collectively without worrying about issues such as version control (using an outdated version of the document) or having to share feedback on content via email or other forms of communication. The document collaboration process improves communication and efficiency and helps ensure everyone’s input is considered.

File collaboration is another term for document collaboration and refers to a solution or process that allows multiple people to work together on a file or document to create a single final version. It can be done in real time across different locations and time zones because living documents are accessed via the internet and saved in the cloud. Using file collaboration and file-sharing processes helps keep teams aligned on projects by supporting asynchronous communication and increasing visibility.

Many document collaboration tools allow team members to share a doc from inside the document using the “Share” button or directly from a list of document titles. To share a document that everyone can edit in Zoom Docs, click on “Share” in the top-right corner of your open document, enter the names of the contacts you’d like to share the doc with, and make them “Editors” in the permission settings.

 

In Zoom Docs, you can choose to notify document collaborators via email, Team Chat, or by copying and pasting the link to another application.

Real-time online document collaboration is when multiple people are working on a digital document at the same time. Online document collaboration is commonly used in business settings where team members are distributed across different locations but need to prepare one document together. Using a living document (one that is always up-to-date and automatically saved) allows collaborators to work simultaneously, from wherever they are.

 

For example, a marketing team with multiple remote workers in different time zones can prepare a campaign planning document together, with each member responsible for a different part of the plan. Throughout the day, you can write text, and add graphs, tables, images, timelines, and due dates, while other colleagues are also in the same document writing and adding content.

Collaborative document editing is easier and more efficient when Zoom Docs and Zoom Meetings are used together. While working on a doc, you can quickly meet with your collaborators to talk through work that needs to get done. When you share a doc directly in a meeting, attendees can view, edit, and add content at the same time (depending on individual permission settings). 

 

Here are a few ways you can use Zoom Docs and Zoom Meetings together for more effective document collaboration.

 

Before a meeting: Create a meeting agenda in Docs. Then, start or schedule a meeting from Docs.

During a meeting: Create, share, and co-edit docs directly in meetings or in the Zoom Workplace app, working in real time to keep everyone aligned.

After a meeting: Edit and share Zoom AI Companion-generated meeting summaries in Docs.

Ready to get your work done in one place?