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SmartDoc Field: Embed Videos

Embed videos directly into SmartDocs to enhance your content with visual demonstrations and presentations.

Emma Montgomery avatar
Written by Emma Montgomery
Updated over 2 weeks ago


Plan Availability

All plan types

Permissions

Solution Creators, Workspace Admins, Editors, and Collaborators: Add, align, and manage videos in SmartDocs.

Related Reading


Overview

Embedding videos in SmartDocs allows you to present visual content or demonstrations alongside your written content. This feature is ideal for:

  • Onboarding and Training: Share instructional videos with new employees.

  • Marketing Content: Display video drafts for review and feedback.

  • HR Compliance: Provide access to compliance-related video materials.

  • Meetings and Events: Upload downloaded Zoom meetings or event recordings for easy reference.


Embedding a Video in SmartDocs

There are two methods to add videos to your SmartDoc:

1. Using the Slash-Command Menu

  1. Insert Video:

    • Type / at the start of a new line or after a space.

    • Select Insert Video from the menu.

  2. Upload a File:

    • Choose a video file to upload directly into the SmartDoc.


2. Drag-and-Drop

  • Simply drag and drop the video file into the SmartDoc field to embed it instantly.


Video Alignment Options

After embedding a video, you can choose how it is aligned within the SmartDoc:

  • Align Left (default) : Position the video to the left side of the document.

  • Align Center: Center the video in the document.

  • Align Right: Position the video to the right side of the document.


Viewing and Managing Embedded Videos

Full-Size View

  • Click on the Expand Icon to view the video in full size.

Three-Dot Menu Options

  • Download: Save the video file locally.

  • Playback Speed: Adjust the video’s playback speed.

  • Picture-in-Picture: Enable a floating video window to view while working on other tasks.


Practical Use Cases and Scenarios

1. Enhancing Training Materials

Scenario: An HR team wants to include training videos in onboarding documents.

Solution: Embed videos directly into the SmartDoc using the drag-and-drop method or slash-command menu.

Outcome: New hires can access training content seamlessly within the document.

2. Collaborating on Marketing Content

Scenario: A marketing team needs feedback on video drafts for an upcoming campaign.

Solution: Upload video drafts into a SmartDoc and share them with collaborators for review.

Outcome: Streamlined feedback and better collaboration on creative content.

3. Storing Compliance Videos

Scenario: A compliance officer needs to store and share mandatory HR compliance videos.

Solution: Embed compliance videos into SmartDocs and align them for easy viewing.

Outcome: Simplified access to compliance materials for all team members.

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