Video Meetings in Zoom

11/01/2024
Knowledge

How To

Learn the process of how to integrate Zoom meetings from your matter into Microsoft Outlook for effective calendar management.

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Please ensure that you have linked your Microsoft 365 email account and LEAP in order to use the following features. For instructions on linking your email account, please click here.

LEAP also integrates with Microsoft Teams for video meetings. For more information, click here.

Schedule a Zoom meeting from a matter

Open the matter.
Click the Calendar & Tasks tab.
Click on the toolbar. A Meeting window will open.
Click Add a Zoom Meeting or copy and paste a Zoom meeting link to the Location field. For more information on Zoom for Outlook, click here.
Add or edit the details of the meeting.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter with a icon.

Schedule a Zoom meeting from Microsoft Outlook

Open Microsoft Outlook.
From the Calendar view, click New Meeting. A Meeting window will open.
Click Add a Zoom Meeting or copy and paste a Zoom meeting link to the Location field. For more information on Zoom for Outlook, click here.
Add or edit the details of the meeting.
Click in the LEAP section of the Meeting ribbon.
Choose the matter and click Select.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter with a icon.

Schedule a Zoom Meeting in Shared Calendars

Open the matter.
Click the Calendar & Tasks tab.
Click next to New Meeting.
Click New Meeting in Shared Calendar: <Shared Calendar Name>.

If you have multiple shared calendars, use the arrow icon to select the relevant shared calendar.

A Meeting window will open in Microsoft Outlook.

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Staff members must have their Permissions set to 'Can edit' in the Outlook Shared Calendar in order to create meetings for the Shared Calendar.

For more information regarding shared calendar permissions, please click here.

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If you have updated or removed any shared calendars, you may need to click Refresh Shared Calendars to resync the calendars.

Click Add a Zoom Meeting or copy and paste a Zoom meeting link to the Location field. For more information on Zoom for Outlook, click here.
Add or edit the details of the meeting.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter with a icon.

The meeting will also be saved for other members of the shared Microsoft Outlook calendar.

Start a Zoom meeting

Open the matter.
Click the Calendar & Tasks tab.
Hover over a meeting and click or right-click and select Start Zoom Meeting.

Zoom will launch.
Choose your audio and video settings and click Join when you are ready.

Your meeting is now up and running.

Postpone a Zoom meeting

This feature will only postpone the meeting in Outlook. The Zoom meeting date/time will remain the same in your Zoom account.

Open the matter.
Click the Calendar & Tasks tab.
From the Critical Dates & Calendar Items list, select the meeting you wish to postpone.

To select multiple meetings, hold the Ctrl key and click multiple items on the list.
Click on the toolbar. A Postpone Item(s) window will open.
Enter or use the +/- buttons to select the number of day(s), week(s), month(s) or year(s) that the meeting will be delayed by.

You can also right-click on a meeting and click Postpone.
Click OK.

Your meeting is now postponed. The new date will sync and update the meeting in Microsoft Outlook.

Last Modified Date

11/01/2024 4:34 am

Title

Video Meetings in Zoom

URL Name

Video-Meetings-in-Zoom-CA

Resolution