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How to Create Embed Documents Module?

Using the Embed Google Drive documents users can embed documents (files, docs, excels, pdf, mp3, mp4, etc) with read-only and editable modes.



Step-1: Choose Embed Documents Module

To create an Embed Documents Module, click on the Shortcode Builder menu from the admin dashboard menu. Create a new Shortcode > select the Embed Documents module from the Types tab.

Rename the shortcode title from the top left side of the WordPress dashboard depending on your project type.

Then click Next.



Step-2: Configure the Source Tab

Now you will be redirected to the Source tab. Here you need to select your files & folders from your linked Google Drive. Select your files & folders by pressing the plus sign.

You will discover your selected files, in the selected files list section of your screen. You can drag them up or down to change their orders.

You might notice a new settings option named Use Private Files. Let’s introduce you to it.

Use Private Files: If Use Private Files is turned on, embed the private files and folders linked to the user.

Click Next.



Step-3: Configure Filter Tab

Now you will be stepped to the Filter Tab. Where you can customize every document that you want to include or exclude.

  • Allowed Extensions: Enter comma (,) separated file extensions to allow, such as “jpg, png, gif”. Leave empty to show all extension files. When “Allow all” is enabled, exceptions will not be displayed.
  • Allowed Names: Enter file and folder names, separated by commas, to display. Leave blank to display all files and folders. When “Allow all” is enabled, exceptions will not be displayed.

Click Next.



Step-4: Configure Advanced Tab

From the Advanced Settings, You can customize settings with some advanced features depending on what you are expecting.

  • Embed Iframe Width: Set embed iframe width. You can use any valid CSS unit (pixels, percentage), eg ‘360px’, ‘780px’, ‘100%’. Keep blank for a default value.
  • Embed Iframe Height: Set embed iframe height. You can use any valid CSS unit (pixels, percentage), eg ‘360px’, ‘780px’, ‘100%’. Keep blank for a default value.
  • Show File Name: While the setting is enabled file name will be visible at the top of the file, otherwise won’t be.
  • Direct Media Display: Easily display media files (images, videos, and others) directly without embedding them into an iframe when this setting is enabled.
  • Embed Type: This setting helps you distribute files with different roles. Select the embed type for the selected documents.
    • Read Only – The document will be displayed in a read-only mode.
    • Editable – The document will be displayed in an editable mode. Users will be able to edit the document.
    • Full Editable – The document will be displayed in an editable mode with extended edit toolbars and features. Note: The editable mode is only available to edit Google Docs & Office Docs.
  • Allow Pop-out: In the embed document view (e.g. a pdf) there will be a pop-out button. The button will bring the user to the Google Drive view of the document when clicked. Enjoy full features to download, print, etc with the help of the button.

If the pop-out is disabled, the user will only see the embedded document on your website, not on Google Drive.

Now click Next.



Step-5: Configure Permissions Tab

Now you will be taken to the Permissions tab. Here you will mostly work on permission-related tasks for your Embed Documents module.

Display for: Using this option you can allow permission of your files to everyone and logged-in users. You can also filter manually by user roles or any specific users.



Click Save Changes and copy the shortcode from the shortcode builder page.

Now you can use the shortcode to allow users to embed Google Drive files from your WordPress Website, any posts, or pages.