Editing Google Documents
You can embed your Google documents and edit them right on a board in RealtimeBoard. No need to switch between windows or tabs.
Before you start working with documents, please enable Google Drive integration on the Integrations page. Now adding a document takes just a couple of seconds.
You can also connect your RealtimeBoard account with the Google Drive right on the board by clicking Google Drive in Tools.
Adding a Google Document to the board
There are two ways you can add a document from your Google Drive to a board:
- paste a document URL. Please, note that pasting a URL into a shape or a sticker will not upload your document to the board.
- choose it from your Google Drive. Click Add files (+) > Google Drive > choose the document you'd like to have inserted. You can also use the search bar to find documents on your Google Drive.
Selecting a document in Google Drive
Editing a Google Document
Click the document to start editing it. You will see a context menu with the options to edit content, reload, download or open in a new tab.
To start editing the document, click Pen in the context menu or double-click the document. The document opens in a pop-up and you can edit it as if on your Google Drive. Click the Close or gray area to finish editing. All the changes are automatically saved and visible on the board and in Google documents.
Editing an embedded Google Document
Features unavailable in Google Documents RealtimeBoard embed
- Googe Drive Start page
- Moving files between folders
- Help search
- Presentation Mode
Managing access rights
Please note that the access rights in Google Drive and in RealtimeBoard are set separately. It means that to let someone edit a Google Document on the board you need to share the document with them in the Google Drive with editor's rights and also invite them as an editor to the board.
If you allow someone edit the document in Google but invite them to the board with viewing or commenting rights only - they will not be able to activate the document's edit mode. Vice versa, if you invite a person to the board as an editor but do not share the document with them on the Google Drive - Google will not allow them to edit it.
Please, make sure your team members are provided with the access level that is required for successful collaboration.