1. Start your Zoom meeting from the desktop client, Zoom web portal, or Canvas integration. 
2. Click the Whiteboards button on the in-meeting menu. If Whiteboards is not present, click More to locate it.
3. Click New Whiteboard to create a new whiteboard in the meeting or click Existing whiteboards to access previously created whiteboards.

From the web portal, desktop client, or mobile app: Click Whiteboards in the Zoom menu. If Whiteboards is not visible (desktop or mobile app), click More to locate it. 

New Zoom Whiteboards can be created from within a Zoom meeting, from the desktop client, mobile client, web portal, or Zoom Web app. See Getting Started with Zoom Whiteboard for more information about creating a new Zoom Whiteboard. 

All Zoom Whiteboards are available in all of the host's meetings. It is recommended that you have a strong naming convention for your whiteboards. 

A whiteboard may also be added to a Zoom meeting within the meeting scheduler. 

The benefits of adding a Zoom Whiteboard to a scheduled meeting are:

1. You can pre-select whiteboard permissions (Editor, Commenter, or Viewer). 
   
   
2. It provides easy access to a particular whiteboard associated with the meeting. (Access through the meeting scheduler).

Note: Only one whiteboard can be added to a meeting in the scheduler. The Zoom Whiteboard will be added to all occurrences of the same meeting. 

Learn how to share a whiteboard.

To share a whiteboard with in-meeting participants do one of the following.

Option 1: Whiteboards button

1. Start the Zoom meeting and click Whiteboards. If the Whiteboards button is not visible in the in-meeting controls, locate it by clicking More. 
2. Choose New Whiteboard or Existing Whiteboards and select the whiteboard to share. 

Option 2: Share button

1.  Ensure Zoom Whiteboard will be shared by default when screen sharing in Zoom settings. 
2.  Start the Zoom meeting and click Share.
3. Click the Documents tab at the top of the window.
4. Click Whiteboard, then click Share. 
5. Choose an existing whiteboard, or click New in the upper right to create a new whiteboard.

Regardless of how an existing whiteboard is shared with participants in a meeting (Whiteboards or Share button), you will first be asked how you want to open the board.

Choose Collaborating (meeting participants can edit the whiteboard) or Presenting (meeting participants can view but not edit the whiteboard). Choose whether or not to allow persistent access to verified meeting participants after closing the whiteboard. External users cannot be granted persistent access (disabled by admin). 

Click Open board.

Learn how to share a whiteboard.

Note: Only Graduate Program students can access whiteboards shared via email, link, or embedded in Canvas. External link sharing (sharing with people without a wisc.edu email address) has been disabled by admin.

Whiteboards can be shared with and edited by all participants during a Zoom meeting. Exported whiteboards can be shared as a PDF in Canvas or any email. See Export a Zoom Whiteboard.

Click the carrot next to the Whiteboard button in the in-meeting controls for the following advanced sharing options. 

• • Allow meeting participants to share whiteboards during the meeting.
  • Specify who can start sharing when someone else is sharing.
  • Specify who can initiate a new whiteboard in the meeting (all whiteboards created in the meeting belong to the host).
  • Specify who can facilitate whiteboards during the meeting (facilitation features include timer and laser pointer). 

The default advanced sharing options can be adjusted by signing into the web portal > Settings > Whiteboard.

See Sharing a whiteboard for more information about alternative sharing methods.

UW-Madison has disabled external link sharing and sharing whiteboards with external users outside of meetings. 

Zoom Whiteboards can be exported and shared in Canvas. 

To enable the export of a Zoom Whiteboard:

1. Sign in to the Zoom web portal.
2. Click Settings on the left menu, then click the Whiteboard tab at the top of the screen. You may need to use the right arrow to locate the Whiteboard tab if hidden. 
3. Enable Allow export of whiteboard content for In-meeting Whiteboard and/or Out-of-Meeting Whiteboard.

Whiteboards can be exported in PDF, PNG, and CSV formats. 

To export a Zoom Whiteboard:

1. Open the desired Zoom Whiteboard. Refer to Access for more information. 
2. Click the hamburger menu in the upper left corner of the whiteboard.
3. Click Export and choose your export format.
   
   
   
4. In the following window, choose the export area or objects you would like included in the export. 
5. Choose any needed advanced export options available.
6. Click Export.