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How to Use and Embed Media in Custom Sections
How to Use and Embed Media in Custom Sections

This article will describe how to use and embed media into Custom Sections in Proposals.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

1. Click on Custom Sections in a Proposal

Click on Custom Sections in a Proposal

2. Click on Add Custom Section

Click on Add Custom Section

3. Name the Custom Section or choose from an Available Template

Note: See more here about managing existing Custom Section Templates.

Name the Custom Section or choose from an Available Template

4. Add desired contents for the Custom Section

Add desired contents for the Custom Section

5. Click Save once complete

Click Save once complete


Embedding Media in Custom Sections

1. Click on the Embed Media icon

Click on the Embed Media icon

2. The Media Embed URL option will be displayed

The Media Embed URL option will be displayed

3. Navigate to Google Drive

Navigate to Google Drive

4. Be sure the Image, PDF, or Video is downloaded in your Google Drive

Be sure the Image, PDF, or Video is downloaded in your Google Drive

5. Click on Manage access

Click on Manage access

6. Change the General access to Anyone with the link

Change the General access to Anyone with the link

7. Click on Copy link

Click on Copy link

8. Paste the copied URL into the Media Embed URL in the Custom Section

Paste the copied URL into the Media Embed URL in the Custom Section

9. Click on OK

Click on OK

10. Click on Save

Click on Save

11. The embedded picture, video, or PDF will now be added to the Custom Section

The embedded picture, video, or PDF will now be added to the Custom Section

12. It will also be displayed on the client Proposal

It will also be displayed on the client Proposal
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