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


  1. On the floating build bar at the bottom of the editor, locate the widget — in the primary widgets row, or under the ⌄ All widgets popover if it's not there.
  2. Drag the Document widget onto the target section.
  3. Upload a file (from your computer or the Content library) or paste a URL.
  4. Configure display mode 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](→ 02-rooms/03-widgets-content-storytelling/03-image-widget#the-selection-pill-image-controls), with one difference: the first chip is a Display mode dropdown instead of a Size selector.


Left to right:


  1. Display mode — dropdown with four options:
    • Embed directly — the document is rendered inline, full-width, no clicking needed (default in many cases — best for the centerpiece document of a page).
    • Small — clickable thumbnail, compact row with the file-type icon + captions.
    • Medium — clickable thumbnail, larger preview alongside captions (side-by-side).
    • Large — clickable thumbnail, big preview on top with captions stacked below.
  3. 🌙 Dark mode (captions) — toggle. Flips the caption block to a dark background with light text.
  4. Edit resource (sliders icon) — opens the edit popup with the document's title, captions, and the Replace document action.
  5. Replace document (refresh icon) — shortcut to swap the file without opening the full edit popup. Caption content and design settings are preserved.
  6. Design (paintbrush icon) — opens the contextual Design panel (Layout & corners / Spacing / Background / Border / Effects).
  7. Expand on click (diagonal arrows icon) — toggle. When on, clicking a thumbnail in the rendered room opens the fullscreen viewer. (Has no effect on Embed directly, since the document is already fully visible.)
  8. ⋮ More — Edit resource (same as the sliders icon) · Duplicate · Delete.



Note: when the document is Small or Medium, the title caption is always displayed — regardless of the Title toggle. The toggle only controls display when the document is Large or Embed directly.


Edit resource — captions and content


Open via the sliders icon on the pill (or the same item in the ⋮ More menu). Same caption fields as the Image and Video widgets:


  • Name — the document's title
  • Subtitle — a short secondary line under the title
  • Quote — a highlighted quote block
  • Author — name shown under the quote
  • Author avatar — uploaded image next to the author name
  • Replace document — button to swap the file without losing your caption content or design settings


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, then click the refresh icon on the pill (or Edit resource → Replace document inside the popup) → upload / pick the new file.


Updated on: 18/06/2026

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