Best practices for recording Zoom meetings and sharing them securely with coworkers

Recording meetings is handy: nobody remembers everything, and not everyone can make every call. But if you're not careful, you can end up leaking sensitive info or wasting time with a tangle of links and permissions. This guide is for anyone who needs to record Zoom meetings—whether you're hosting, sharing, or just trying not to screw up.

1. Decide If (and What) You Should Record

First, ask if a recording is really necessary. Recordings are easy to make but hard to secure once they're out in the wild.

When recording makes sense: - Not everyone can attend and needs to catch up. - It’s a training, onboarding, or recurring session with reusable content. - You need a record for compliance or legal reasons.

When it’s better to skip: - Sensitive or confidential topics (e.g. HR, layoffs, proprietary discussions). - 1:1s or informal chats—sometimes notes are just simpler.

Pro tip: If you’re not sure, err on the side of not recording. The less you record, the less you need to protect.

2. Get Permission—Seriously

Most places require people to know they're being recorded. Zoom can notify attendees, but don't rely on the automated banner alone.

Best practice: - Verbally announce at the start: “Just a heads up—we’re recording.” - If you’re recording a group outside your company, get written consent (even an email is fine).

Don't skip this. People get (rightly) prickly about being recorded without notice, and it can land you in legal hot water.

3. Choose Where to Save the Recording

Zoom gives you two options: save to your computer (local) or to the cloud (paid plans).

Local recording (your device)

  • The file lives on your computer.
  • You control where it goes, but it’s your job to back it up.
  • Safer for things you don’t want “out there,” but risky if your laptop isn’t encrypted.

Cloud recording (Zoom’s servers)

  • Zoom stores it, and you get a link.
  • Easier to share, but you need to trust Zoom’s security.
  • Watch your storage limits (they can fill up fast).

My take: For sensitive stuff, local is safer if your device is secure. For most team meetings, cloud is fine—but pay attention to sharing settings.

4. Secure the Recording File

Recordings are only as private as you make them. Here’s how to keep things locked down:

If you use local recording:

  • Store files in a secure, backed-up folder. Don’t just leave them on your desktop.
  • Encrypt your laptop’s drive (FileVault on Mac, BitLocker on Windows).
  • Use strong passwords for your computer account.

If you use cloud recording:

  • Set Zoom cloud recordings to “Only authenticated users can view.” This means coworkers must log in.
  • Disable “Viewers can download” unless it’s absolutely necessary.
  • Delete old recordings you don’t need.

What to ignore: Don’t bother with password-protecting every single file unless you’re sharing outside your company or the content is truly sensitive. Password fatigue is real, and people will just write them on sticky notes.

5. Share the Recording—Without Making a Mess

Here’s where most people mess up: they just fire off a public link, or dump the file in a company chat. That’s how stuff leaks.

If you’re using Zoom cloud:

  1. Click “Share” on the recording.
  2. Set permissions:
  3. “Only people in my organization.”
  4. Require sign-in if possible.
  5. Turn off public access.
  6. Copy the link and send it directly (email, chat, whatever your team uses).

If you’re using a local file:

  1. Upload to a secure, shared folder (Google Drive, OneDrive, Dropbox—pick what your company uses).
  2. Set permissions so only the right people can see it.
  3. Never send recordings as email attachments (they’re huge and easy to misplace).
  4. Share the link, not the file itself.

Pro tip: Put context in your message (“Here’s the Monday team meeting recording—skip to 12:30 for project updates”) so people don’t waste time.

6. Clean Up: Delete What You Don’t Need

Storage fills up, but more importantly, old recordings are a security risk. If a file isn’t needed, get rid of it.

  • Set a reminder to review recordings monthly or quarterly.
  • Delete anything out of date or irrelevant.
  • If you’re in a regulated industry, follow your company’s data retention policy (don’t just delete at random).

7. Don’t Get Tripped Up by Common Pitfalls

Some things sound useful but aren’t worth your time:

  • Automated transcription: Zoom’s built-in transcript is fine for quick reference, but don’t trust it with sensitive info—it’s not always accurate, and it’s another file to secure.
  • Third-party recording bots: These can be a privacy nightmare. Stick to Zoom’s built-in recording unless you absolutely need something else.
  • Public sharing: Never post meeting recordings to public forums, YouTube, or social media, unless you’re sure there’s nothing confidential. Even then, double-check.

8. What to Do If You Mess Up (Because It Happens)

Maybe you shared with the wrong person, or didn’t lock down a link. Don’t panic:

  • Remove access as soon as you notice.
  • Let affected people know if the info was sensitive.
  • Review your settings so it doesn’t happen again.

Nobody’s perfect. What matters is fixing mistakes quickly and learning from them.

9. Quick Checklist

If you’re in a hurry, here’s what to double-check every time:

  • [ ] Did I really need to record this?
  • [ ] Did I tell everyone we’re recording?
  • [ ] Did I save it in the right place (locally or cloud)?
  • [ ] Are sharing permissions correct?
  • [ ] Did I delete old stuff I no longer need?

Keep It Simple

Good habits beat fancy tools. Recording and sharing Zoom meetings securely isn’t rocket science—it’s about being thoughtful and paying attention to the basics. Start small, improve as you go, and don’t let perfect be the enemy of done.