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    Upload Videos to your Dashboard
    • 23 Sep 2025
    • 4 Minutes To Read
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    Contents

    Upload Videos to your Dashboard

    • Updated On 23 Sep 2025
    • 4 Minutes To Read
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    Article summary

    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 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.
      CLM_editor plug in2

    1. On Whatfix Studio, click Video.
      clm_studio_video

    2. Enter Video Display Text, Video URL, Tags, and Search keywords.
      Enter_video_title

    Note:

    When creating a video using Whatfix Studio, only the URL of the video can be added..

    1. Click Save Video.
      Click_save_video
    Note:

    • To view the video content that you just created, go to the Draft Stage of the Dashboard.
      clm_db_video_dashboard

    • 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

    • 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

    2. Click All content.
      ia_dashboard_left_nav_all_content

    3. Go to the Draft stage.
      CLM_DB_Draft_stage.png

    4. Click Create content.
      CLM_DB_CreateContent.png

    Note:

    To view the content that you just created, go to the Draft Stage of the Dashboard.

    1. Click Video.
      clm_db_content_video

    2. On the Video Pop-up, enter the Title.
      video_link_title

    3. Drag and drop the video from your local drive or click Browse to select the video from your library.

      Upload_video_CLM

    Note:
    • Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.
    • 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

    1. Add search keywords and tags to your video link if needed.
      tags_keywords

    2. Click Save video.
      save_video

    Note:

    • To view the video content that you just created, go to the Draft Stage of the Dashboard.
      clm_db_video_dashboard

    • 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

    • 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

    2. Click All content.
      ia_dashboard_left_nav_all_content

    3. Go to the Draft stage.
      CLM_DB_Draft_stage.png

    4. Click Create content.
      CLM_DB_CreateContent.png

    Note:

    To view the content that you just created, go to the Draft Stage of the Dashboard.

    1. Click Video.
      clm_db_content_video

    2. On the Video pop-up, enter the Title.
      video_link_title

    3. Copy and paste the video URL under Video Link.
      paste_video_url

    Note:
    • Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.
    • 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.
      tags_keywords

    2. Click Save video.
      save_video

    Upload a video using the embed code

    Note:

    Whatfix supports video uploads to your dashboard from specific platforms. For more information, see 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

    2. Click All content.
      ia_dashboard_left_nav_all_content

    3. Go to the Draft stage.
      CLM_DB_Draft_stage.png

    4. Click Create content.
      CLM_DB_CreateContent.png

    Note:

    To view the content that you just created, go to the Draft Stage of the Dashboard.

    1. Click Video.
      clm_db_content_video

    2. On the Video pop-up, enter the Title.
      video_link_title

    3. Get the embed code from the hosted platform.

    4. Paste the copied iFrame code in a text editor.
      Studio_Dashboard_iFrameCode

    5. Except for the video URL as shown, delete all the other code.
      Studio_Dashboard_DeleteiFrame

    6. Add https: before the edited URL.
      Studio_Dashboard_AfterAddingHTTPS

    7. Copy and paste the edited code under Video Link.
      embed_code_url_copy

    Note:
    • Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.
    • 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.
      tags_keywords

    2. Click Save video.
      save_video

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