Signer Zoom Integration

Signer integrates with Zoom to hold and store video conferences about documents.

Account configuration

This integration requires a Zoom account on the Pro plan or higher.

The account settings must also allow the Cloud recording feature, as shown below:

In this integration, each user/license of the account is treated as a meeting room. When a Signer user asks to create a conference, Signer lists all Zoom users and looks for one that is not in a conference at that moment. So, if you want to hold simultaneous conferences, you need more than one user/license in the Zoom account.

tip

When you set up the account's users, remember to assign them a license; otherwise, the video of conferences held with that user will not be saved to the cloud.

Getting the credentials

To enable the integration, you need a credential that lets Signer call the Zoom APIs. Follow the procedure below:

1. After signing in to your account, go to https://marketplace.zoom.us/;
2. Open the Develop menu in the upper-right corner of the screen;
3. Select the Build App option in the menu that opens;
4. Select the Server-to-Server OAuth option:
5. Name your app (it can be the same as your Signer instance);
6. Select the Information panel;
7. Fill in the basic information and the developer contact information;
8. Select the Scopes panel;
9. Select the following:
   • Meeting:
     • View a meeting (meeting:read:meeting:admin)
     • Create a meeting for a user (meeting:write:meeting:admin)
     • View a user's meetings (meeting:read:list_meetings:admin)
   • Recording:
     • Returns all of a meetings's recordings (cloud_recording:read:list_recording_files:admin)
     • View a recording (cloud_recording:read:recording:admin)
   • User:
     • View users (user:read:list_users:admin)
     • View a user (user:read:user:admin)
   • Dashboard:
     • View meeting participants' metrics (dashboard:read:list_meeting_participants:admin)
10. Select the App Credentials panel;
11. Copy the values the integration needs: AccountId, ClientId and ClientSecret.

How it works

To create a conference, open a document's details page and click the start conference button:

note

Only the document creator (for a personal account) or someone with manager or administrator permission (for an organization account) can do this.

Two links are then shown: the first to join as the conference host, and the other to send or share with the participants:

In Zoom, at the end of the conference, the host must use the End Meeting for All option:

Once the meeting ends, its video appears on the document's details page:

note

How long the video takes to become available depends on the size of the meeting. For small meetings it takes about 15 to 20 minutes. For large meetings it can take up to 24 hours.