--- title: "Upload Videos to your Dashboard" slug: "creating-video-link" updated: 2026-10-19T04:25:41Z published: 2026-10-19T04:25:41Z canonical: "support.whatfix.com/creating-video-link" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Upload Videos to your Dashboard Upload videos to the Dashboard and then insert them into your Flows, Smart Tips, and other content to add more information. When opened, the video plays in a dialog box on the same page. You can create videos using the **Dashboard** or **Whatfix Studio**. When you upload a video to the Dashboard, Whatfix uploads the file without processing or modifying it. Whatfix Studio automatically adds [**Auto tags**](/studio/docs/add-global-tag-to-the-content) to static content to ensure it appears contextually. If you create static content on the Dashboard, you must add these tags manually so the content appears correctly in widgets, such as Self Help and Task List. Expand the accordion for more details. **Create Videos using Whatfix Studio** Use the following steps to create Videos using **Whatfix Studio**: 1. Log in to your application, and then launch the **[Whatfix Studio](/studio/docs/how-to-install-the-whatfix-editor)**. ![CLM_editor plug in2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 1. On **Whatfix Studio**, click **Video**. ![clm_studio_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_video.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Enter **Video Title, Display Name, Video Link,** **Tags**, and **Search keywords**. ![Enter_video_title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_17-37-15.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!NOTE] > Info: > > Whatfix enables you to add a **Display Name** for your end users. Use the Content **Name** for internal tracking, such as region, role, module, or release codes. > > Users then see the Display Name in the Self Help, Task List widgets and Exports. For more information, see [Add a Display Name to Whatfix Content](/studio/docs/add-a-dislay-name-to-whatfix-content). > [!WARNING] > Note: > > When creating a video using **Whatfix Studio**, only the Link of the video can be added.. 1. Click **Save Video**. ![Click_save_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_17-37-47.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!WARNING] > Note: > > - To view the video content that you just created, go to the **Draft Stage** of the Dashboard. ![clm_db_video_dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_video_dashboard.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > - A link is generated for the video uploaded from your local drive or library. Find this link inside the video content you created on the Dashboard and then insert it in your Flows, Smart Tips, and other Whatfix content. ![2022-08-09_16-56-14](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-08-09_16-56-14.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > - The video you create is stored in the Whatfix cloud. **Create Videos on the Dashboard** Use the following steps to create a video on your Dashboard: 1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **All content**. ![ia_dashboard_left_nav_all_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nav_all_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Click **Create Content**. ![CLM_DB_CreateContent.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateContent.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) Note: To view the content that you just created, go to the **Draft Stage** of the Dashboard. 1. Click **Video**. ![clm_db_content_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_content_video.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. On the **Video** Pop-up, enter the **Title** and the **Display Name**. ![video_link_title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/video_link_title.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!NOTE] > Info: > > Whatfix enables you to add a **Display Name** for your end users. Use the Content **Name** for internal tracking, such as region, role, module, or release codes. > > Users then see the Display Name in the Self Help, Task List widgets and Exports. For more information, see [Add a Display Name to Whatfix Content](/studio/docs/add-a-dislay-name-to-whatfix-content). 3. Drag and drop the video from your local drive or click **Browse** to select the video from your library. ![Upload_video_CLM](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Upload_video_CLM.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) --- > [!WARNING] > Note: > > - Drag and drop or Browse option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content). > - Only **.mp4** video files that are less than **100 MB** in size are currently supported. > - Up to 2000 videos can be created per account. > - If you have video links hosted on various platforms, and you want to embed these in your Whatfix content, you can copy and paste the URL of the video in the same **Video** pop-up under **Video Link**. ![video_link](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/video_link.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 1. Add **Search keywords** and **Tags** to your video link if needed. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_pdf_tags_keywords.jpg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **Save.** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/savelink_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!WARNING] > Note: > > - To view the video content that you just created, go to the **Draft Stage** of the Dashboard. ![clm_db_video_dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_video_dashboard.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > - A link is generated for the video uploaded from your local drive or library. Find this link inside the video content you created on the Dashboard and then insert it in your Flows, Smart Tips, and other Whatfix content. ![2022-08-09_16-56-14](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-08-09_16-56-14.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > - The video you create is stored in the Whatfix cloud. **Upload a video using the URL** Whatfix enables you to upload videos using the URL from the following platforms: - Youtube - Vimeo - Wistia Use the following steps to upload a video to the dashboard using the video URL: 1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **All content**. ![ia_dashboard_left_nav_all_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nav_all_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Click **Create Content**. ![CLM_DB_CreateContent.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateContent.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) Note: To view the content that you just created, go to the **Draft Stage** of the Dashboard. 1. Click **Video**. ![clm_db_content_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_content_video.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. On the **Video** pop-up, enter the **Title** and the **Display Name**. ![video_link_title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/video_link_title.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Copy and paste the video URL under **Video Link**. ![paste_video_url](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/paste_video_url.jpg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!WARNING] > Note: > > - Drag and drop or Browse option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content). > - Only **.mp4** video files that are less than **100 MB** in size are currently supported. > - Up to 2000 videos can be created per account. 1. Add **Search keywords** and **Tags** to your video link if needed. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_pdf_tags_keywords.jpg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **Save.** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/savelink_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) **Upload a video using the embed code** > [!WARNING] > Note: > > Whatfix supports video uploads to your dashboard from specific platforms. For more information, see [What are the video platforms supported by Whatfix?](/studio/docs/what-are-the-video-platforms-supported-by-whatfix) > > Whatfix enables you to upload videos using the video URL or the embed code based on the hosted platform. When you create videos on the **Dashboard** or by using the **Whatfix Studio**, you must: > > - Upload a video using the video URL for Youtube, Vimeo, and Wistia. The preceding platform supports embed code. > - Upload a video using the embed code for Google Drive, Microsoft Stream and SharePoint, OneDrive, Dropbox, and Vidyard. Whatfix enables you to upload videos using the embed code for the following platforms: - Google Drive - SharePoint and Microsoft Stream - OneDrive - Dropbox - Vidyard Use the following steps to upload a video to the dashboard using the embed code: 1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **All content**. ![ia_dashboard_left_nav_all_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nav_all_content.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Click **Create Content**. ![CLM_DB_CreateContent.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateContent.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) Note: To view the content that you just created, go to the **Draft Stage** of the Dashboard. 1. Click **Video**. ![clm_db_content_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_content_video.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. In the **Create** **Video** dialog box, enter the **Title** and the **Display Name**. ![video_link_title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/video_link_title.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 3. Get the embed code from the hosted platform. - [Embed a video hosted on Google Drive using Embed code](/docs/embed-a-video-hosted-on-google-drive-using-embed-code). - [Embed a SharePoint/Microsoft Stream video using Embed code](/docs/embed-a-sharepoint-video-using-embed-code). - [Embed a OneDrive video using Embed code](/docs/embed-a-onedrive-video-using-embed-code). - [Embed a Dropbox video using Embed code](/docs/embedding-a-dropbox-video-using-embed-code). - [Embed a Vidyard video using Embed code](/docs/embed-a-vidyard-video-using-embed-code). 4. Paste the copied iFrame code in a text editor. ![Studio_Dashboard_iFrameCode](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Dashboard_iFrameCode.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 5. Except for the video URL as shown, delete all the other code. ![Studio_Dashboard_DeleteiFrame](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Dashboard_DeleteiFrame.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 6. Add **https:** before the edited URL. ![Studio_Dashboard_AfterAddingHTTPS](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Dashboard_AfterAddingHTTPS.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 7. Copy and paste the edited code under **Video Link**. ![embed_code_url_copy](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/embed_code_url_copy.jpg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) > [!WARNING] > Note: > > - Drag and drop or Browse option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content). > - Only **.mp4** video files that are less than **100 MB** in size are currently supported. > - Up to 2000 videos can be created per account. 1. Add **Search keywords** and **Tags** to your video link if needed. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Tags_Keywords-article.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) 2. Click **Save.** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/savelink_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A19Z&se=2026-11-10T17%3A55%3A19Z&sr=c&sp=r&sig=LKdgsnVdt8mKGjv%2Blrkebi7D54Pzjg8RdHnlIfRp5Rk%3D) ## Related - [Insert a video in a Flow step](/inserting-a-video-in-a-flow-step.md) - [Embed a video in a Pop-up using the URL](/embedding-a-video-in-a-pop-up-using-the-url.md) - [What are the video platforms supported by Whatfix?](/what-are-the-video-platforms-supported-by-whatfix.md) - [How do I ensure high quality Whatfix videos?](/how-do-i-ensure-high-quality-whatfix-videos.md) - [Best Practices](/bestpractices.md)