Articles on: Rooms

Document widget

Use the Document widget to embed a file inline — PDFs, decks, spreadsheets — with in-browser preview and an optional download.

How to add

On the floating build bar at the bottom of the editor, click or drag Document — it sits in the primary widgets row.
Drop it onto the target section.
The Select document picker opens automatically, with three tabs — New (upload PDF / DOCX / PPTX / XLSX, or paste a URL), From this room, and From library.
Set the layout and captions from the selection pill (see below).

Supported formats

PDF — most reliable; previews natively
Word (.docx), Excel (.xlsx), PowerPoint (.pptx) — preview support varies by browser
Google Docs / Sheets / Slides — supported via URL, but see the heads-up below

For reliability, convert to PDF before uploading whenever possible — PDF previews are consistent across browsers and devices.

⚠️ Heads-up on Google Docs / Sheets / Slides: by default, a Google document is only accessible to invited, logged-in Google accounts. If you link or embed a Google doc without changing its sharing, most buyers will see a "You need access" screen. Options: either Publish to web on the Google doc (File → Share → Publish to web — but very few teams do this in practice), or export to PDF and upload the PDF instead. PDF is the safest default.

The selection pill — Document controls

Click the document to select it. The pill above mirrors the Image widget pill, plus an S / M / L layout group that images and videos don't have.

Left to right:

Ask AI (gradient AI mark) — start an AI thread anchored on this document.
Open (expand icon) — opens a preview of the file in a new tab.
S / M / L — three layout buttons; the active one is highlighted. They also set the block's width and height:
- S — compact row: the file-type tile plus the file name and a meta line.
- M — a preview panel on one side, name and meta on the other.
- L — a large preview with the name and meta below it.
Edit content (settings icon) — opens the Resource details popup with the document's captions and the Replace document action.
Design (paint bucket icon) — opens the contextual Design panel (Layout & corners / Spacing / Background / Border / Effects).
⋮ More — Duplicate · Delete.

There is no "Embed directly" mode, and no Dark-mode or Expand-on-click chip. In the rendered room, clicking the card opens the file.

Open via the settings icon on the pill. Same fields as the Image and Video widgets, except the title is always shown inside the card (so there is no Shown / Hidden switch on it):

Title — the document's title, pre-filled from the file name.
Description (optional) — a short secondary line, with a Shown / Hidden switch. It replaces the derived file-type / size line on the card.
Add a quote — quote text (with a Shown / Hidden switch), author name, author photo.
Replace document — button (bottom-left) to swap the file without losing your captions or design settings.
Cancel / Save.

What buyers can do

Your buyer can:

Preview the document inline (no download required)
Download a local copy
Open full-screen for careful review

Replacing the document later — preserve the design

When swapping content for a new deal, replace the file inside the existing widget instead of deleting and re-adding. All design settings and caption content stay intact.

To replace: select the document, click Edit content on the pill, then Replace document at the bottom of the popup → upload or pick the new file.

Updated on: 01/10/2026

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