How to Insert Cloud Documents in WPS on macOS

This how-to guide covers 5 topics for Insert Cloud Document, including toolbar insertion, @ insertion, paragraph-menu insertion, permission changes, and view switching; 5 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Insert a cloud document from the Insert tab

Entry: Insert tab → Cloud Document

1. Place the cursor where you want to insert the cloud document.
2. Click the Insert tab on the toolbar.
3. Select Cloud Document.
4. Choose the cloud document you want to insert in the file picker.

Success Criteria

• Interface result: An inserted cloud document object or linked display appears in the document body.
• You can continue with: viewing the item, changing permissions, or switching its view.

Tips While Using

• Environment note: The target file should already exist in WPS Cloud.
• Common mistake: If the cursor is not placed first, the insertion position may not match your expectation.

2. Insert a cloud document from the @ panel

Entry: Type @ → enter the document name → select the document

1. Type @ in the document to open the insertion panel.
2. Enter the name of the cloud document to search for it.
3. Select the target document from the results to insert it.

Success Criteria

• Interface result: The selected cloud document appears at the current insertion point.
• You can continue with: editing the surrounding content while keeping the document link.

Tips While Using

• Environment note: Search results depend on the cloud documents your account can access.
• Common mistake: If the document name is too short, the result list may be broad, so adding more keywords can help.

3. Insert a cloud document link from the paragraph-side + menu

Entry: Paragraph-side + → Hyperlink

1. Place the cursor where you want to insert the cloud document link.
2. Click the + handle on the left side of the paragraph.
3. Select Hyperlink from the drop-down menu.
4. Enter the link and document name to finish insertion.

Success Criteria

• Interface result: An accessible document link appears in the paragraph.
• You can continue with: editing the paragraph content and link text.

Tips While Using

• Common mistake: If the link is not a valid cloud document link, the result may not display as expected.
• Environment note: It is recommended to use a WPS cloud document link that can be opened normally.

4. Change permissions for an inserted cloud document

Entry: Hover over the cloud document → permission menu → choose a permission

1. Hover over the inserted cloud document.
2. Open the permission list in the menu that appears.
3. Select the permission you need, such as view or edit.

Success Criteria

• Interface result: The selected permission is shown as the current setting.
• You can continue with: sharing the document under the updated access level.

Tips While Using

• Common mistake: Before changing permissions, confirm whether the target person already has access.
• Environment note: The final effect depends on the sharing settings of the original document itself.

5. Switch the display view of an inserted cloud document

Entry: Hover over the cloud document → Title View

1. Hover over the inserted cloud document.
2. Click Title View in the menu that appears.
3. Switch between preview view and title view as needed.

Success Criteria

• Interface result: The display style of the cloud document changes.
• You can continue with: adjusting the presentation style for reading or editing needs.

Tips While Using

• Common mistake: If the inserted object is not selected or hovered correctly, the related view menu may not appear.
• Environment note: Different views suit different reading density and layout needs.