--- title: "Upload Widget" url: "https://coachvantage.productfruits.help/en/article/upload-widget" language: "en" last_updated: "2025-12-30T16:55:55.459Z" --- # Upload Widget Learn how to use the Upload Widget in CoachVantage. ## **Overview** The **Upload Widget** in CoachVantage allows you to easily add files to your CoachVantage account.  ![](https://cdn-assets.productfruits.com/a52940d6-924c-4d8e-abbb-74ee8917d9b7) ## **Upload Options 🗂️** The widget provides multiple ways to upload files, giving you flexibility based on where your files are stored: - **From Device** – Upload directly from your computer or laptop. - **From Link** – Paste a file link from a cloud storage drive (e.g., Google Drive, Dropbox) — it cannot be used for links to websites, videos, or articles. - **Camera** – Capture and upload a file directly using your device camera. - **Dropbox** – Connect and pull files from your Dropbox account. - **Google Drive** – Upload from your Google Drive. - **Facebook** – Select and upload files from your Facebook account. - **Google Photos** – Pull images directly from your Google Photos library. - **Box** – Upload files stored in your Box account. - **OneDrive** – Upload files from Microsoft OneDrive. - **Huddle** – Import files from Huddle storage. ## **Where You'll Find the Upload Widget 📍** The Upload Widget will appear any time you're uploading a new file to your CoachVantage account. Some examples of where you'll see it include: - **Resource Library** – Store and organize all your important documents, audio files, and other resources in one convenient place. - **Forms** – When adding a banner image to a form, you’ll be prompted to upload a file using the upload widget. - **Contract Templates** – While creating a new contract template, the system will ask you to upload the necessary file. - **Individual Contact Record** (Files Tab) – When uploading a file directly to an individual contact’s record, the upload widget will appear for easy file selection. ## **Resource Library Upload - File Types** Using the Upload Widget, you can upload the following file types: - Documents (.PDF, .DOCX - Audio Files (.MP3, .WAV, .MP4) - Excel File (.CSV) - Images (.JPEG, .PNG) - Videos (.MOV) ## **How to Drag and Drop Files** To drag and drop files from your computer, simply identify and select the file and then drop it over into the **Drop Files Here** section of the Upload Widget. ![](https://cdn-assets.productfruits.com/f25ce949-1191-478b-8843-5e2b1a06cc87) ## **How to Rename a File Once Uploaded** To rename a file, simply select the corresponding **3-dot button menu** on the right side of the screen and then click **Rename**.  ![](https://cdn-assets.productfruits.com/181f4e7c-61c9-480b-8295-f88420d52f1f) A pop-up window will appear. Re-name the file to your desired name and then press **Save.**  ![](https://cdn-assets.productfruits.com/5cbdf095-d3f5-413f-8016-02a302bd7576) Your file has been renamed successfully!  ![](https://cdn-assets.productfruits.com/e4f219bc-d3b6-4fe5-9952-393da1466193) ## **Upload Methods and How to Use Them** ### **1\. From Device** When you select, From Device, your files on your computer will be displayed and you then can find the file you would like to upload. ![](https://cdn-assets.productfruits.com/80218819-b3eb-4ae3-81a5-f61312294bed) Identify the file you wish to upload, select it, and then click **Open.**  ![](https://cdn-assets.productfruits.com/7c7e896f-e269-46ff-bd8a-4cff9e43656c) You will then see the file has been uploaded. Lastly, select **Done** to continue.  ![](https://cdn-assets.productfruits.com/86980515-f4ca-43a2-bf3d-52e9c118a366) Fantastic! The file has been successfully uploaded.  ![](https://cdn-assets.productfruits.com/b5331ca8-2604-4644-a89e-abcacabf235a) ### **2\. From Link** ![](https://cdn-assets.productfruits.com/f924c0ce-efc6-44f5-8c92-ce0ffa3c11ba) The **From Link** option is designed for uploading files using a **direct file link** from a cloud storage drive (such as Google Drive or Dropbox).  **IMPORTANT**: It does not support general webpage or media links, including YouTube or Vimeo videos, articles, or other website URLs. Press **Done** to save the file to your Resource Library. ![](https://cdn-assets.productfruits.com/30cee635-8e55-47fd-87d6-776cab649d54) Upload complete!  ![](https://cdn-assets.productfruits.com/a67679cc-ff37-455c-b553-35c33b2a6622) ### **3\. Camera** When you select camera, you will be able to take either a video or photo from your web camera.  ![](https://cdn-assets.productfruits.com/17ceae52-2d22-4eff-8a6c-729288113314) Make sure to grant permission for use of the camera and the camera window will appear.  1\. Select which webcam you would like to use, if you have more than 1 option.  2\. Select whether you would like to record a video or take a photo.  3\. Press the blue camera or video icon in the middle to begin.  ![](https://cdn-assets.productfruits.com/7af59d89-ed3c-43aa-8825-6e7497209877) #### **Recording a Video** If you wish to record a video, you will be prompted to select a microphone to capture the audio for your video.  ![](https://cdn-assets.productfruits.com/fff1e060-7d93-4167-bdea-5fa95e544f13) Press the **blue video camera icon** in the middle of the window to begin your recording. ![](https://cdn-assets.productfruits.com/bfba6728-64ad-4852-905d-9d32abd92e98) You will know that the recording is taking place when the blue icon changes to a red icon.  ![](https://cdn-assets.productfruits.com/05c6153e-895b-4127-995e-5d076e3c39f2) Once you've finished recording, you can re-watch your video and either select **Retake** or **Accept**. ![](https://cdn-assets.productfruits.com/dc3e723d-844d-445e-a55a-dcd347ee0fd8) Once your video is uploaded, click **Done** to add it to your Resource Library.  ![](https://cdn-assets.productfruits.com/667a31ae-2449-49d5-93c6-b97cf77906cf) Success! ![](https://cdn-assets.productfruits.com/73e58d50-6e06-4399-b239-c4df94664c53) #### **Taking a Photo** From this window, select the camera icon and then click the **blue camera icon** in the middle of the window to take a photo.  ![](https://cdn-assets.productfruits.com/28016a3b-795c-417f-8d91-61ea1c209388) Once you take the photo or video, you can then either **Retake** or **Accept** it. ![](https://cdn-assets.productfruits.com/85e25598-cbdc-4b89-ba77-7831b1783ce6) Next, you're able to edit the image (i.e crop it, add filters, re-orient it, etc.). If you're happy with it, press the **check button** at the bottom right-hand corner of the window. ![](https://cdn-assets.productfruits.com/45c84967-c25e-4c08-bf99-1331c4e826fe) Press **Done** to add the image to your Resource Library.  ![](https://cdn-assets.productfruits.com/72d2aa8d-7d36-4fb7-84ce-2e5d8c5636bc) Success! ![](https://cdn-assets.productfruits.com/0da60817-16eb-4dc3-bf6b-661e45b6a220) ### **4\. DropBox** ![](https://cdn-assets.productfruits.com/8f17deb3-ec67-47e5-8a41-fc15a8820716) If you decide to upload files from your DropBox, you will then be brought to a window where you will need to **Connect to DropBox**.  ![](https://cdn-assets.productfruits.com/5bb49b02-6694-4fd2-97fc-4be18c9cc2ac) Next, you will be brought to a window where you can login to your DropBox account. ![](https://cdn-assets.productfruits.com/6fa48bb9-a839-4065-ba78-5df9fdc4970c) Be sure to give Uploadcare access to your DropBox account by pressing **Allow.**  ![](https://cdn-assets.productfruits.com/9321c712-9700-49fa-8b2a-5f95b986dd8a) Your DropBox files will then be displayed.  ![](https://cdn-assets.productfruits.com/d132de76-6ae2-4c4d-9d9e-2b492b690697) Select the DropBox file you wish to upload and then press **Done**. ![](https://cdn-assets.productfruits.com/70eb6062-fb03-4ea2-9c95-c5fdc3537cea) The file you have chosen will be uploaded successfully.  ### **5\. Google Drive** ![](https://cdn-assets.productfruits.com/e42e1612-3976-49d1-b2e7-ff77003d3488) If you decide to upload files from your Google Drive, you will then be brought to a window where you will need to **Connect to Google Drive.** ![](https://cdn-assets.productfruits.com/bce52efe-b7ac-4b12-b3c8-8c42576739d3) Choose which Google account you would like to connect to in order to upload files. ![](https://cdn-assets.productfruits.com/451f8968-78a9-4a09-9682-32d02df2d3d3) Give UploadCare access to your Google Account by pressing **Continue.**  ![](https://cdn-assets.productfruits.com/67b4bbb7-66e3-4fb2-acd5-1c9d7935b59f) Your Google Drive files will be displayed.  ![](https://cdn-assets.productfruits.com/c94502c5-2ccb-4125-bf36-08d9e577ecdf) Select the file from your Google Drive you wish to upload. Press **Select.** ![](https://cdn-assets.productfruits.com/f107653b-6edf-4f04-b53b-8c2b98cd9488) Next, press **Done.**  ![](https://cdn-assets.productfruits.com/5642fa7f-2a17-4add-a224-5b82af799cd0) Press **Done** again to complete the upload process. ![](https://cdn-assets.productfruits.com/e00174eb-dca7-40ec-afb5-3fca51d1abc3) Wonderful! Your file has now successfully been uploaded from your Google Drive.  ![](https://cdn-assets.productfruits.com/cc340054-bf59-45a4-bc1e-534429afca23) ### **6\. Facebook** ![](https://cdn-assets.productfruits.com/e9d541c0-a324-441f-8174-c804c30ec156) Connect to Facebook. ![](https://cdn-assets.productfruits.com/9a27169c-aefd-4ea7-bb39-c016eb849fbc) A pop-up window will appear. Give Uploadcare access by selecting Continue as \[Your Name\]. ![](https://cdn-assets.productfruits.com/e8757b95-ccaf-4c4b-92c3-161c0d35dbfb) Your Facebook photos will appear. ![](https://cdn-assets.productfruits.com/cb2fc432-d832-40fa-8702-22086871e358) Find the photo(s) and/or video(s) you would like to upload. Then, select the check mark in the top left-hand corner of the media. You may select up to 50 pieces of media.  Press **Done** when finished.  ![](https://cdn-assets.productfruits.com/678f17b6-013c-449e-8725-1fd2622ea0a4) Unlike a video, if you select an image, you can edit the image accordingly. You may crop, add saturation, increase the brightness, etc. When you are ready, press the **check mark** at the bottom right-hand corner of the screen to continue.  ![](https://cdn-assets.productfruits.com/191bc982-dc70-4844-aca6-4daa9c37980c) Press **Done** to continue. ![](https://cdn-assets.productfruits.com/bbbf2dc9-9bbd-4db0-8816-3339906f9613) Congrats! Your photo from FaceBook has been uploaded successfully.  ![](https://cdn-assets.productfruits.com/ab37e797-0527-4268-b405-05620e49dec6) ### **7\. Google Photos** You also have the option to upload photos via your Google Photos. ![](https://cdn-assets.productfruits.com/a3d1625c-8310-4e08-9407-b24e659c4a89) Click on the blue button that reads **Connect to Google Photos**. ![](https://cdn-assets.productfruits.com/e6a29f13-c0c0-497c-af05-17a4f731e331) Next, select the correlating Google account you wish to upload the photos from.  ![](https://cdn-assets.productfruits.com/073b6642-b9fc-4945-acc9-e2b28aafcaec) Then, click on **Continue**. ![](https://cdn-assets.productfruits.com/b397304c-b743-48c7-8e39-95056f2866c8) **Select the checkbox** option to provide access to your photos. Then, press **Continue**.  ![](https://cdn-assets.productfruits.com/423a3698-4d4c-4262-9813-4e5de7441d86) Now that you have granted access, select the **Open Google Photos** button. ![](https://cdn-assets.productfruits.com/af7c770d-ab7a-45e7-ade7-aa038fa7cd76) Select if you would like to get emails with tips, offers, and feature updates. Then, press **Continue**.  ![](https://cdn-assets.productfruits.com/a2fe3922-9b55-4a42-8bc1-66db4c0bfcd7) Voila! Your photos will appear. Now, select which photos you would like to upload and press Done in the top right-hand corner of the screen. ![](https://cdn-assets.productfruits.com/6bc9df18-5eeb-4159-97a9-91a250a84f50) This message will appear. Now, go back to the CoachVantage window. ![](https://cdn-assets.productfruits.com/5b8adcba-3d05-49bb-a7cc-98f5ca418f52) You will see the photos you have selected are ready to be uploaded to your CoachVantage account. To continue, press **Done.** ![](https://cdn-assets.productfruits.com/a314241c-8479-4953-bcd6-3ceb10e00af1) Click **Done** one final time.  ![](https://cdn-assets.productfruits.com/7178e895-ac2c-44ac-8650-32b7bfff369a) Success! ![](https://cdn-assets.productfruits.com/7a11b2f7-cc85-4185-9a55-90148d904d26) ### **8\. Box, OneDrive, Huddle** In order to upload files from these platforms, follow the steps that have been outlined above.