Greetings and welcome back. We will learn how to share a document on Microsoft Teams video call today. You’re in the right place if you’re looking for guidance on how to share a document during a Microsoft Teams video call. We’ve created an article that will show you how to do just that, allowing you to improve your collaboration by sharing documents with the people participating in the call. Now, let’s get started.
When should we use a Microsoft Teams video call to share a document?
Assume for the moment that you are giving a presentation about Microsoft Teams video calls. To provide more details on the platform, you might also need to share a document. You might need to share a document during a Microsoft Teams video call if you are giving instructions to your team and you would like to attach a document file to the meeting. Now let’s look at how to share a document on Microsoft Teams video call.
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How to Share a Document on Microsoft Teams Video Call – Step-by-Step Procedure
We will cover two different methods on how to share a document on Microsoft Teams video call in this tutorial.
- Share a Document on Microsoft Teams Video Call by Attaching the Document
- Share a Document on Microsoft Teams Video Call Using the Screen Sharing
Share a Document on Microsoft Teams Video Call by Attaching the Document
This method involves sharing a document via a Microsoft Teams video call by attaching it to a chat message, which allows participants to view and immediately access the content. The instructions for attaching a document to a Microsoft Teams video chat are listed below.
Step 1>
We will start a video chat on Microsoft Teams to share a document across the platform. To initiate a video conference on Microsoft Teams, navigate to the “Calendar” page and select the “Meet now” button situated in the upper right corner of the window.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-1.png)
Step 2>
A new window will open in front of you to try the video call features as soon as you click the “Meet now” button. To join the Microsoft Teams video call, click the “Join now” option as indicated below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-2.png)
Step 3>
After establishing a video conversation on Microsoft Teams, locate the “Chat” tab by navigating through the menu bar at the top of the window, as indicated in the image below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-3.png)
Step 4>
You can share a document on a Microsoft Teams video call by using the “Attach file” icon, which appears as you click on the “Chat” tab. This will open a side panel on the right side of the video call meeting window.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-4.png)
Step 5>
You will be presented with a few alternatives to upload the file when you click on this “Attach file” icon. You can now choose where to upload the file from. As shown in the below image, I’ve chosen to use the “Upload from this device” option.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-5.png)
Step 6>
A little new window will appear when you select the “Upload from this device” option, allowing you to choose the document from your device to submit during the Microsoft Teams video chat. Navigate to the file and pick it, then click the “Open” button, as indicated below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-6.png)
Step 7>
Your file will be uploaded to the Microsoft Teams video conference as soon as you click the “Open” button. After uploading your file, select the “Send” icon, as indicated in the image below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-7.png)
Step 8>
Your file will be shared to the Microsoft Teams video conference as soon as you press the “Send” button, as seen in the result in the below image.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-8.png)
Share a Document on Microsoft Teams Video Call Using the Screen Sharing
Additionally, Microsoft Teams has the ability to share screens during video calls, allowing you to share any document during the session. By sharing papers over a Microsoft Teams video chat, let me show you practically.
Step 1>
Locate the document you wish to share during the Microsoft Teams video chat by first opening Windows Explorer. When you’ve located it, choose it with the mouse’s right-click menu by clicking the “Open” button, which is indicated in the image below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-11.png)
Step 2>
Return to Microsoft Teams and join the meeting where you wish to share a document after your document has opened. To attend the meeting, navigate to Microsoft Teams’ calendar tab, choose the meeting, and then click the “Join” button.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-12.png)
Step 3>
You can test your audio and video in the demo window that appears when you click the “Join” button. After completing the test, click the “Join now” button, which is seen in the image below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-13.png)
Step 4>
As indicated in the screenshot below, a share window will appear in the top bar of the Microsoft Teams video conference window once you have established a connection with the meeting. To open it, click on it.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-14.png)
Step 5>
You can share Windows during a Microsoft Teams video conversation by using the “Window” option in the drop-down menu that appears when you click on this “Share” button.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-15.png)
Step 6>
When you select the “Window” option, a second sub-drop-down menu will appear. From this menu, you can see all of the windows that are open on your computer. Locate and pick the document window that you wish to share during the Microsoft Teams video chat.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-16.png)
Note: Using this way, you are the only one who can navigate the shared document; no other participant will be able to run it.
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Frequently Asked Questions
How to open a shared document on Microsoft Teams video call?
The following procedures should be followed if you or another participant have shared a document during a Microsoft Teams video chat and are having trouble opening it.
Step 1>
If you are referring to the Microsoft Teams video call, select the “Chat” tab from the menu in the upper left corner of the top bar, as indicated in the image below.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-21.png)
Step 2>
The shared document you wish to open can be found on the side panel that opens from the right side of the window when you click the “Chat” tab. To access a drop-down menu with further options, select the “Three dots” option. To access a shared document on the Microsoft Teams video call, click the “Open in browser” button.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-22.png)
How to share a document on Microsoft Teams chat?
Although sending a document over a Microsoft Teams video call is not possible with Microsoft Teams, you can share a document over a Microsoft Teams chat. To distribute a document to a specific person, adhere to the guidelines below.
Step 1>
Go to Microsoft Teams’ “Chat” tab from the left thin panel, choose the conversation in which you wish to share a document, and then share the document.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-31.png)
Step 2>
Click Microsoft Teams chat to launch it, and then select the “Attach file” icon to see a few options for uploading files. Choose “Attach cloud file” if you wish to upload the file from the cloud. Choose the “Upload from this device” option, as indicated below, if you wish to upload the file from your device.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-32.png)
Step 3>
You can locate your file in the browse box that appears, pick it, and then click the “Open” button. After your material has been uploaded, simply click “Send” to share the chosen document in the Microsoft Teams chat.
![How to Share a Document on Microsoft Teams Video Call How to Share a Document on Microsoft Teams Video Call](https://officechaser.com/wp-content/uploads/2024/03/How-to-Share-a-Document-on-Microsoft-Teams-Video-Call-33.png)
Conclusion
We have discussed two methods in this subject on how to share a document on Microsoft Teams video call; you can pick the method that works best for you based on your situation. I hope the information above will be helpful to you when it comes to the Microsoft Teams video call.