Embed shared documents

With this feature, you can embed external documents or pages directly into the DotSimple tool – for better overview and less tab chaos. πŸ˜‰

Here’s how:

  1. Click on β€œShared documents +”

  2. Type in a title and paste the link (for example from:

    • ClickUp

    • Google Sheets / Docs / Slides

    • Vectary

    • Typeform

    • Jotform)

  3. πŸ‘† Important: Make sure the link is public or accessible for the team.

  1. Click on β€œEmbed page” – all done!

With the three dots next to the document you can edit or delete pages anytime.

Conclusion:
Your most important documents are right where you need them – right in the flow of your planning. No more tab chaos.

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