Accessing Drive from document editor
  • 27 Sep 2022
  • 3 Minutes to read
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Accessing Drive from document editor

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    Light
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Irrespective of the document editor (Markdown or WYSIWYG), you can insert images or any other file type by clicking on either of the two options found in the editor toolbar (Insert image and Insert file).


Insert images

The Insert image option can be found in the toolbar at the top. The options vary with the editors.

Markdown editor

  1. Go to the desired article in the editor and click the Insert image icon
  2. A popup appears with the below options:
    • From Upload/URL - To upload files from web (or) local device
    • From file picker - To upload from Drive

3_Screenshot-Insert_image_from_markdown_editor_1

To upload an image from the web

  • Click Insert imageFrom Upload/URLURL tab
  • Paste the desired link in the Image URL field. Type in a description (optional) for the image
  • Click OK

To upload an image from your local storage

  • Click Insert imageFrom Upload/URLFile
  • Click Choose image button and select the desired image from your local device storage
  • Type in a description (optional) for the image
  • Click OK

4_Screenshot-Insert_image_from_markdown_editor_2

To upload an image from Drive

  • Click Insert imageFrom file picker
  • Select the desired image from the Drive window
  • Click Insert at the bottom right

WYSIWYG editor

  1. Go to the desired article in the editor and click the Insert image icon
  2. A popup appears with the below options:
    • Upload image - Drag and drop the image file from your computer or just click inside the highlighted area to open the local file manager
    • By URL - To upload files from the web
    • From picker - To upload files from your local device

To upload an image from your local storage

5_Screenshot-Insert_image_from_WYSIWYG_editor_1

  • Click Insert imageUpload image
  • Drag and drop the image file from your computer or just click inside the highlighted area to open the local file manager
  • Select the desired image from your local device storage
  • Click Open

To upload an image from the web

6_Screenshot-Insert_image_from_WYSIWYG_editor_2

  • Click Insert imageBy URL
  • Paste the desired link in the Image URL field

    Sample URL format: https://www.google.com/images/document360.png

  • Click OK

To upload an image from Drive

4_Screenshot-Insert_image_from_markdown_editor_2

  • Click Insert imageBy picker
  • Select the desired image from the Drive window
  • Click Insert at the bottom right

Insert files

The Insert files option can be found in the toolbar at the top. The options vary with the editors.

7_Screenshot-Insert_file_Drive_option

  1. Go to the desired article in the editor
  2. Click the Insert file icon
  3. Select the desired image from the Drive window
  4. Click Insert at the bottom right
  5. The file is inserted in the document where the cursor is placed. The container varies for different formats of files

For example, If a PDF file is added, the PDF preview frame is embedded inside the article.

8_Screenshot-Insert_file_Drive_example_PDF

Attachments

You can attach supporting files at the end of the article/category page. Files in Drive and web can be added as attached.
9_Screenshot-Adding_attachments_to_articles_from_Drive

  1. From the Documentation editor, click Article settings icon at the top right → Attachments → **Attach file
  2. A popup appears with the below options:
    • URL: Enter the desired URL and click Insert
    • Upload an attachment: Click Upload an attachment → Select the desired image from the Drive window → Insert
  3. Click Save

These attachments appear at the bottom of the published article.


Set Drive folder

Drive folder is a default container that users can select and map to categories and/or sub-categories. All the files uploaded to any article in the mapped category are stored under the mapped Drive folder.

For example, a user clicks on the Set Drive folder option and chooses a certain folder from their Document360 Drive:
Let's say Getting started (Documentation category) → Getting started images (Drive folder). Each time the user uploads an image to any article in the category, the file is uploaded to the mapped folder on their Drive.

How to map a category to a Drive folder?

1_Screenshot-Set_default_drive_folder_option

  1. From the Documentation editor, click on the desired category or sub-category from the category manager
  2. Click on the More (•••) option at the top right → Set drive folder, and a pop-up appears

2_Screenshot-Set_default_drive_folder_dropdown_selection

  1. Choose the desired folder from the Drive using the drop-down list
  2. To view or choose from the sub-folders, click on the > symbol next to the parent folder. You can also search the folders in the Filter field
  3. Once the folder is selected, click on the Update button
  4. Now the Drive folder is successfully mapped to the selected category and its articles
What would happen if a Drive folder is not set?

The files uploaded directly from the article editor in any unmapped category are added to the system Default folder (Documentation).

Sub-category mapping

A sub-category is treated as a separate category. The Drive folders mapped to the parent category do not apply to the sub-category.


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