Screen Sharing and Annotating in Zoom with the Latest Update (July 2024)

In mid-2024, Zoom put out an update that changed the interface. 
 
When I provide training calls to clients, I ask them to share their screens so I can see what’s going on.
 
This new update had a lot of people scratching their heads, wondering how to do that.
 
In this blog post, I’ll show you how to navigate things with the new Zoom interface.

Screen Sharing

To share your screen in Zoom, click on Share in the menu across the bottom of your screen. It’s the green box with an arrow pointing upward.

Share screen icon in the Zoom menu.

A pop-up will appear with sharing options, depending on what you have open on your screen. I have many things open, so I have many options, including an entire screen (Desktop) or an application (like a specific Google Chrome tab).

Screen share options in Zoom.

I’m going to select to share the Chome tab with my sample QuickBooks file.

I that Chrome tab in the list of sharing options. Click on it. Then click the blue Share button.

Sharing a Chrome tab in Zoom.

On my monitor, I now have a green box around that Chrome tab. That’s Zoom letting me know that’s what I’m sharing, and only that.

A green box appears around what you're sharing in Zoom.

Annotating

When you share your screen, the Zoom menu moves to the top of the screen. 

One of the icons in the menu is a pencil with the word Annotate below it. When you click this it opens the Annotate menu on the left side of the screen.

Turning on annotate in Zoom opens the annotate menu on the left.

I like using the pencil in red to mark things on the screen.

You can clear the annotations on the screen at by clicking the trash can icon in the annotate menu. This gives you three options:

  • Clear All Drawings
  • Clear My Drawings
  • Clear Viewer’s Drawings

Clearing annotations in Zoom

To turn Annotate off, click the Close icon at the bottom of the annotate menu.

Close annotations in Zoom.

Note: When someone else is screen sharing, you’ll see a little pencil icon in the lower left corner, which you can use to annotate. Unless they’ve opened Zoom in their browser. You can only annotate on their screen unable to annotate on their shared screen.

Move Stuff Out of the Way

Is the menu or the box showing the people in the meeting in your way?

You can easily click and drag them out of the way.

Click and drag to move stuff around on the screen in Zoom

If you have a second monitor, you can move them over there so they’re completely off your “working” screen.

☕ If you found this helpful, you can say “thanks” by buying me a coffee… https://www.buymeacoffee.com/gentlefrog

Below is a video if you prefer to watch a walkthrough.

Share Now

This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

Read similar articles

Why Being More Available Won’t Increase Your Revenue (And What Will)

Think being always available helps your business grow? Think again. Learn why working less can lead to more focus and more revenue.

How to Convert Bank Statements, OFX, QIF, and QFX Files to PDF, CSV, Excel, and QuickBooks Formats

Learn FinanceFileConverter.com can help you convert OF, QIF and QFX files into useable data.

Where Do We Get Our Ideas? (Hint: They Often Come From You!)

Learn how Gentle Frog turns real bookkeeping questions into helpful QuickBooks tutorials, blog posts, and videos for small business owners.