Plans

 Forever Free

 Essentials (*retired)

 Scale

 Enterprise


User roles

✗ Reader

ⱱ Writer

ⱱ Admin





Why?

Embedding a video that you have already recorded before can be helpful for several reasons. Just make sure that when you want to record a short process, you are using our native screen recorder. That's super helpful.


Let's have a look at some use cases for embedding a video:

  • A monthly company meeting that was recorded via Zoom and you add in the "Monthly Meeting" cards for colleagues to rewatch or catch up if they missed the meeting.
  • A welcome message recorded by the CEO that you share in the "Welcome to Company X" card.


 How?

Within a card you have the option to embed documents straight from your Google Drive or Microsoft OneDrive.


To do so, you can follow the steps underneath.

GoogleDrive

  1. Go to the card and click on the paperclip (cloud)
  2. Add your credentials and login with your Google account
  3. Once logged in a screen will pop-up and you can start selecting the documents you want to embed
  4. Done!

OneDrive

  1. Go to the card and click on the paperclip (cloud)
  2. Add your credentials and login with your Microsoft account
  3. Once logged in a screen will pop-up and you can start selecting the documents you want to embed
  4. Done!


Microsoft Sharepoint

This runs a little different as we won't be using our native integration but "Whaley". You can embed documents from Sharepoint via the embed code in our iFrame functionality.

  1. Navigate to the document you want to embed in Whale.
  2. Copy the embed code to your clipboard
  3. Then paste the code under Whaley > iFrame in the card editor



Videos

Gdrive


OneDrive



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If you landed on this page while looking for information on documentation and training software you can navigate to our main webpage --> usewhale.io/

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