Use Insert Cloud Document with 5 how-to topics, including inserting from the Insert menu and inserting with the @ panel; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Insert a cloud document from the Insert menu | Free |
| 2 | 2. Insert with the @ panel | Free |
| 3 | 3. Insert with the + paragraph handle | Free |
| 4 | 4. Change cloud document permissions | Free |
| 5 | 5. Change the cloud document view | Free |
How-to Guide
1. Insert a cloud document from the Insert menu
Entry point: Insert tab → Cloud Document
- Place the cursor where you want to insert the cloud document.
- Click the Insert tab on the ribbon.
- Select Cloud Document.
- Choose the cloud document you want to insert in the file picker.
Success Criteria
- Interface result: An inserted cloud document block or linked object appears in the current document.
- What you can do next: You can continue adjusting permissions or the display view for that cloud document.
Tips While Using
- Make sure the target document is already saved in an accessible cloud space.
- Keep the network connection stable so the document list can load normally.
2. Insert with the @ panel
Entry point: Type @ → Enter the document name → Select the document
- Type @ in the document to open the insertion panel.
- Enter the name of the cloud document you want to insert.
- Select the target document from the results.
Success Criteria
- Interface result: The selected cloud document appears as linked content in the body of the document.
- What you can do next: You can continue writing and insert other related documents when needed.
Tips While Using
- More accurate document names make search results easier to identify.
- If the target document does not appear, check whether your account has access to it.
3. Insert with the + paragraph handle
Entry point: + on the left side of a paragraph → Cloud Document
- Place the cursor where you want to insert the cloud document.
- Click the + paragraph handle on the left side of the page.
- Find Cloud Document in the drop-down menu.
- Select the target document and confirm the insertion.
Success Criteria
- Interface result: A cloud document block is inserted at the selected paragraph position.
- What you can do next: You can continue editing nearby content or adjust the layout around it.
Tips While Using
- This method is useful when you want to add related material at a specific paragraph position.
- If the page contains many elements, confirm the current paragraph location before inserting.
4. Change cloud document permissions
Entry point: Hover over the cloud document → Permission menu → Select a permission
- Hover over the inserted cloud document.
- Open the permission menu or permission list.
- Select the permission type you need, such as view or edit.
Success Criteria
- Interface result: The permission setting updates to the selected type.
- What you can do next: Collaborators can access the document according to the updated permission range.
Tips While Using
- Confirm what collaborators need before changing permissions.
- Permission changes affect how other people can open or edit the inserted document.
5. Change the cloud document view
Entry point: Hover over the cloud document → Title View
- Hover over the inserted cloud document.
- Click Title View in the menu that appears.
- Switch between preview view and title view as needed.
Success Criteria
- Interface result: The cloud document display changes to the selected view.
- What you can do next: You can continue adjusting the document layout for reading or formatting needs.
Tips While Using
- Preview view is useful for quick content review, while title view keeps the page cleaner.
- Changing the view does not change the original cloud document content.