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Adding a Doc Card to Domo

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Version 12

 

You can add a document, image, or video to Domo to share with others.

Important: Videos in doc Cards are currently in BETA.

In Domo, the document, image, or video appears as a "Doc Card." For many file types, the document, image, or video will be embedded right into the Doc Card, allowing users to view it without having to first download it. If you go to the Details view for that Doc Card, you can view a full-sized version of the document, image, or video. These embeddable file types include all of the following:

  • DOC/DOCX

  • PDF

  • JPEG

  • PNG

  • PPT/PPTX

  • MP4

  • XLS/XLSX

  • TXT

  • BMP

For other permitted file types not in this list, a download button appears instead of an embedded view.  

Note: In the interest of preventing users from uploading malicious files into Domo accounts, Domo allows a specific set of file types to be uploaded. If you attempt to upload a file not within this list, an error message appears. For more information, see Permitted File Types for Attachments.

To add a Doc Card to Domo,

  1. In the Page where you want the Doc Card to appear, click  the add_pages_icon.pngbutton in the upper right corner.

  2. Click Create new Card.

    A dialog appears with a number of Card upload options.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Card.

  3. Click Doc Card.

  4. Do one of the following:

    • Drag and drop a file from your machine onto the Page.

    • Click Browse, browse to the desired file on your hard drive, then click Open.
      A preview of the document, image, or video appears. 

      For documents and images, you can navigate through the preview (if more than one Page is available) using the  and  buttons, download the document or image to your machine using , or open a full-screen view of the document or image using doc_card_fullscreen_new.png. For more information about the full-screen view for a Doc Card, see Previewing a Document.

      For videos, you can choose to use a default black thumbnail or drag and drop or browse to a JPEG/PNG image to use as a thumbnail. The image for the thumbnail must be 10 MB or less. 

  5. Click Save to save the file as a Doc Card.

A Card is added for the document, image, or video.   

If you want, you can resize the Card or move it to another position in the Page or to another Page. For more information about resizing and moving Cards, see Managing Cards and Pages.

You can also change the owner of the new Card. For more information, see Assigning or Changing a Card Owner.

Tip: You can download a document, image, or video from a Doc Card in Domo by mousing over the preview in the Details view then clicking . For more information, see Downloading a Document from Domo.