Creating an embedded document- Whiteboards

Add documents of any kind to your Ayoa whiteboard - learn how with this quick guide.


Are you looking to add lots of information, but you want to easily update it without leaving Ayoa? Instead of using a word document you can utilise the white board document creator to add a text document embedded in the Whiteboard that can be edited at any time.

 Within this document you can style it, embed images and videos, tables and even mathematical formulas or code snippets. The document can then be viewed in full on the white board canvas, without needing to download it or open it in a new tab.

Creating a new document

1. Open a Whiteboard.

Open an Ayoa whiteboard

2. Click on the document icon on the white board toolbar.

Click on the document icon

3. You will be given the option to choose how large you want the document to be. This will be how much space the document takes on the canvas.

Choose the size of your document

4.  Drag the chosen size onto the canvas.

Drag your chosen size onto the canvas

5.  Type your title, then double click to open up the text pad and formatting options.

Type the title of your Ayoa whiteboard, double click for formatting options

6. The document can be used much like a word document and can be edited at anytime.

Similar to a word doc, you can edit your doc anytime

Formatting a document.

The document creator has formatting options that allow you to so that you can customise it.

Customise your document

Basic formatting options such as bold, italic underline and strikethrough are visible under the main toolbar.

Formatting options are visible under the main toolbar

Click on the 3 dots to quickly view further options such as text size, font, paragraph alignment and text colour.

Click the three dots for further formatting options

Click on the format menu to view additional options. Here you can add superscript, subscript and code. It also allows you to format text more precisely by choosing line height, background colour and other settings. At the bottom of the menu you can clear formatting to reset the style. Make sure the text is highlighted before clicking "clear formatting".

Click format menu for additional options

Using the different style options you can enhance the look of your document, make it easier to read and reflect your brand.

Inserting Media into Document

You can communicate more information by inserting images, videos, tables, links and code snippets.

Insert images, videos, tables and links into your document

By combing different styles and adding different media content you can make dynamic documents and easily convey your ideas. 

Adding different media can make your Ayoa document more dynamic

Export and Print

If you require a copy of the document outside of Ayoa you have the option to either export the document as a PDF or print it. 

Export your document as a PDF to use it outside Ayoa

The export and print options can be found in the "file menu".

Locking the Document

If you don't want any other board members to be able to edit the document, you can lock it.

You have the option to lock your document

When the document is locked this icon will be visible in the top right-hand corner.

A lock icon will appear when your document is locked

Deleting the Document

1. Select the document you wish to delete.

Select the document you wish to delete

2. Click on the 3 dot menu "..."

Click the three dot menu

3. Click "Delete"

Click delete

4.  The document will be deleted. If you deleted it by accident, click the undo button as soon as possible.

Click undo if you need to restore a document

5. Do not close the page before clicking undo. If you close the page before clicking undo you will not be able to restore the document.Don't close page before clicking undo otherwise document will be lost