Select a File to Embed

After connecting your Google account, you can select a file from your Google Drive to embed in the board view.


How to Select a File

After connecting, you'll see the file selection screen with a Select File button in the center.

  1. Click the Select File button.
  2. The Google file picker will open, showing your Google Drive files.
  3. Browse or search for the file you want to embed.
  4. Select your file and click Select.

The file will be embedded in your board view with a toolbar at the top for managing settings.



Supported File Types

File Type Embed Display Modes
Google Docs Yes Content, Toolbar, Full
Google Sheets Yes Content, Toolbar, Full
Google Slides Yes Content only
Google Forms Yes Content only

View Ownership

Once you embed a file, you become the owner of this view configuration. Only you can:

  • Change the embedded file
  • Update the access mode
  • Update the display mode

Team members will see the embedded file with the settings you've configured, but cannot modify them.


Changing the File Later

To change the embedded file after initial setup, click the file name dropdown in the toolbar and select Change File. You must be connected to Google to change the file.

Read more about File Options

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