Select a File to Embed

Use the Google file picker to choose a Doc, Sheet, Slide, or Form to embed.

Once you’ve connected your Google account, you’re ready to pick a file to embed.

How to Select a File

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

File selection screen

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

Google file picker

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

Embedded file with toolbar

Supported File Types

File TypeEmbedDisplay Modes
Google DocsYesContent, Toolbar, Full
Google SheetsYesContent, Toolbar, Full
Google SlidesYesContent only
Google FormsYesContent 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 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.

See File Options for more details.