1
Choose where to insert the PDF
In this guide, a PDF page will be inserted between existing document pages.
PDFs can be embedded directly into the document or added as downloadable attachments.
How to Embed and Display Ad-Hoc PDF Files (Inline or as Button)
Easily embed PDF files into your documents — inline or as attachments.
This guide walks you through how to upload and display ad-hoc PDF files in your document, either as an embedded inline preview or as a clickable attachment button. Perfect for adding downloadable files, previews, or reference materials directly into your content.
Embed and display PDF files in your document
- Embed PDF files directly into your document as inline pages.
- Upload PDF files as downloadable attachments with preview access.
Add PDFs inline or as attachments
2
Open the insert content menu
Click the + icon that appears between pages or before/after the current page.
This opens the insert menu containing page and file options.
3
Embed a PDF inline
To display a PDF directly inside the document, select Embedded PDF from the dropdown options.
You can then choose the PDF file from your file manager or upload source.
4
Wait for the PDF upload to complete
Once uploaded, the PDF will automatically process and render inside the document editor.
You’ll then be able to preview the PDF pages directly within the document layout.
5
Upload a PDF as an attachment
Alternatively, you can upload the PDF as a downloadable attachment.
To do this, open the insert menu again and select Upload Attachment.
6
Review the uploaded attachment
Once the upload is complete, the attachment will appear inside the document editor as a file attachment block.
Recipients can use this attachment to download or access the file directly.
7
Open attachment options
To interact with the uploaded attachment, click the ellipsis icon (...) on the right side of the attachment block.
Additional file actions and viewing options will become available.
8
Preview the attached PDF
Click View File to open and review the uploaded PDF attachment.
This allows both editors and recipients to access the document directly from within QuoteCloud.
FAQs