Uploading Documents from Zoom (coming)

Table of Contents

Everlaw's Zoom cloud connector allows you to filter your data by custodian and date range so that you can upload relevant Zoom meeting data and Zoom profile data.

Uploading data directly into Everlaw from your Zoom organization requires having the Zoom account role of Admin or Owner in your Zoom organization. You must also have Database Upload permissions.
To learn more about how Everlaw handles third party data, please consult our privacy policy.


Uploading Data from Zoom

When uploading data from Zoom, there are multiple Zoom files that Everlaw can upload. First, profile documents. Profile documents are uploaded for each custodian chosen during the uploader and contain information such as name, email, and a list of meetings the user was a host or participant of. Secondly, Zoom meeting data. Zoom meetings documents contain information such as the name of the meeting, time, participants, and host. Everlaw can also upload the following Zoom meeting cloud recording data as well: video, audio, transcripts, in-meeting chat, and closed captioning files.

To upload your Zoom data directly into Everlaw, navigate to the Uploads page and select Native Upload. From there, scroll down and select Zoom under “Collect from cloud application.”


Next, you will be prompted to sign in to your Zoom account. Please note that you must be a Zoom Admin or Owner of your Zoom organization in order to upload data directly from Zoom into Everlaw. You can also sign in with SSO, Apple, Google, and Facebook. 


Once you have connected your Zoom account and Everlaw, you will be able to configure your upload in Everlaw.

An upload wizard will appear and on the Custodians screen, you will see a list of all users in your organization. You can filter this list by custodian name or email. Select a subset of custodians whose data you would like to import, or select all custodians on a single page by checking the box at the top of the table.
Selecting a user as a custodian means that you will upload their Zoom user profile and all the Zoom meetings they have been a host or participant of, including meeting recordings and data.


After you have selected your custodian(s), click Next to move on to the Date range selection step. On this step, you can choose to only import Zoom meeting data within a certain time frame. If you do not specify a range, all Zoom meeting data associated with your selected custodians from the past six months will be uploaded.


The final step in this upload wizard shows you a summary of your choices. This summary will show your selected custodians and date range. If you are happy with your selections, click Continue.


Once you click Continue, you will be taken to Everlaw’s native data upload wizard. Here, you can name your upload and choose which projects to upload the data to. It should be noted that Zoom data cannot be deduplicated upon upload. Additionally, Zoom uploads will all have upload timezones set to UTC; this is due to the fact that Zoom files have UTC formatted metadata. For more information about these upload settings, read this section of the Native Data Uploads article.


On the Custodians step, you will be able to edit the names of any of your custodians to how you would like them to display in Everlaw.


Your upload will be represented as a card on the Native Data page, as well as in the Document Sets column of your home page. For more information about upload cards, please see this Knowledge Base article on managing native uploads.


Viewing Data from Zoom

A top-level document is present for all Zoom meetings. The document contains meeting information such as the name, date, host, and a list of the participants.

If the Zoom meeting had cloud recording data, the associated meeting recording cloud files would appear as attachments in Everlaw, with the top-level meeting document being the parent and any video, audio, transcripts, in-meeting chat, or closed captioning files being the children. We recommend grouping Zoom data by attachments and looking at attachments through the file path explorer in the context panel of the review window.


In the context panel for Zoom meeting documents, the hosts and participants will be linked as linked documents. For participants and hosts that have been uploaded as custodians, you can navigate to their profile document through the host or participant dropdown menus.

All uploaded Zoom custodians have a profile document. This document contains information such as their name, email, profile picture, and a list of the meetings they hosted and attended.


For Zoom profile documents, the linked documents view in the context panel shows all Zoom meetings the user has hosted or participated in. 


Removing Everlaw from your Zoom applications

1) Login to your Zoom Account and navigate to the Zoom App Marketplace.
2) Click Manage >> Added Apps or search for the "Everlaw" app.
3) Click the "Everlaw" app.
4) Click Remove.

Have more questions? Submit a request


Article is closed for comments.