> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowla.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pages

> Add files, videos, text, calendars, and interactive elements to your rooms.

## TL;DR

Pages are where you add content and actions to your room. Use them to share materials, media, and resources that inform your customer, alongside actions that drive them toward clear next steps — all in one place.

***

## How to add content

<Steps>
  <Step title="Open your room in edit mode">
    Navigate to the section where you want to add content.
  </Step>

  <Step title="Click Add content within the section">
    This opens the content type selector.
  </Step>

  <Step title="Choose a block type">
    Select from the available options:

    | Block                                                     | Description                                                 |
    | --------------------------------------------------------- | ----------------------------------------------------------- |
    | **Text**                                                  | Rich text editor for notes, instructions, or descriptions   |
    | **PDF**                                                   | Upload a PDF file from your computer                        |
    | **Link**                                                  | Paste a URL to embed external content                       |
    | **Video**                                                 | Embed a video from YouTube, Loom, or other platforms        |
    | **Image**                                                 | Upload an image file                                        |
    | [**AI**](/rooms/ai-blocks)                                | AI-generated content block                                  |
    | **Meeting**                                               | Add a call recording or meeting note                        |
    | **Recording**                                             | Record a video directly in Flowla                           |
    | **Embed**                                                 | Embed any external tool or page via URL                     |
    | **FAQ**                                                   | Display Q\&As in an expandable accordion layout             |
    | [**Action plans**](/mutual-action-plans/actions-overview) | Add a mutual action plan to track next steps                |
    | **Document**                                              | Embed a document from Google Drive or similar               |
    | [**Form**](/forms/forms-overview)                         | Add an interactive form to collect information from viewers |

    You can also click **Select from library** to reuse existing assets, or **See all blocks** to browse integrations.
  </Step>

  <Step title="Configure the content">
    Add a title, description, and optional thumbnail to make it clear and recognisable.
  </Step>

  <Step title="Arrange as needed">
    Drag and drop to reorder content within the section.
  </Step>
</Steps>

<video autoPlay muted loop playsInline src="https://mintlify.s3.us-west-1.amazonaws.com/flowla/images/rooms/how_to_add_content.mp4" />

***

## Reuse content from your Library

The Content Library lets you manage reusable assets across all your rooms.

**Why use the library:**

* **Central updates** — Change a file once and it updates everywhere it's used
* **Fast reuse** — Pull frequently used materials into new rooms quickly
* **Performance data** — See how often content is viewed across rooms
* **Consistency** — Make sure everyone is using the latest approved materials

**To add content from the library:**

1. Click **Add content** in your room
2. Select **Add page from library**
3. Browse or search for the asset
4. Add it to your section

<Tip>Learn more about managing your [Asset Library](/library/asset-library-overview).</Tip>

***

## Moving a page to a different section

To move a page from one section to another, use the drag handle on the left side of the page in the sidebar.

<Steps>
  <Step title="Hover over the page in the left sidebar">
    The drag handle (⠿) appears to the left of the page title.
  </Step>

  <Step title="Click and hold the drag handle">
    Keep holding — don't click the page title itself, just the handle.
  </Step>

  <Step title="Drag to the target section">
    Move it up or down in the sidebar until it's positioned under the section you want.
  </Step>

  <Step title="Release to drop it in place">
    The page is now part of the new section.
  </Step>
</Steps>

<Tip>You cannot add pages to the Welcome section — it acts as a cover page for the room and does not support additional content pages.</Tip>

***

## Best practices

1. **Keep it structured** — Break content into clear, logical sections
2. **Guide action** — Pair materials with clear instructions on what to do next
3. **Use embedded scheduling** — Reduce back-and-forth with inline calendars
4. **Monitor engagement** — Check analytics to see what resonates with viewers
5. **Keep it current** — Use the library so content stays up to date automatically

***

## Actions

Actions are the shared to-do list inside a page, visible to both your team and your customer. Unlike content (which informs), actions require completion — they're how you move the process forward together.

**Actions help you:**

* Guide users through a process step by step
* Collect input or confirmations from the customer
* Track progress and completion rates
* Trigger automated workflows
* Create accountability with clear owners and due dates

### How to add an action

<Steps>
  <Step title="Navigate to the page where you want to add an action">
    Open your room and go to the right section and page.
  </Step>

  <Step title="Click Add block">
    Click **Add block** on the page.
  </Step>

  <Step title="Select Action Plan">
    Choose **Add Action Plan** from the block options.
  </Step>

  <Step title="Configure the action">
    Click on the action and fill in the title, description, action type, assignee, and due date.
  </Step>
</Steps>

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/TmnjQuqPEAiABcEk/images/mutual_actions_plan/creating_actions.mp4?fit=max&auto=format&n=TmnjQuqPEAiABcEk&q=85&s=88c0255af816364fb6c93b14c77a0a31" data-path="images/mutual_actions_plan/creating_actions.mp4" />

### Types of actions

| Action type                   | What it does                                      |
| ----------------------------- | ------------------------------------------------- |
| **Go to URL**                 | Direct the prospect to an external link           |
| **Watch video**               | Ask them to watch a specific video                |
| **View document**             | Have them review a document in the room           |
| **Download a file**           | Prompt them to download a file                    |
| **Fill a form**               | Collect information via a form                    |
| **Book a meeting**            | Let them schedule time directly                   |
| **Sign a document**           | Request a signature on a contract or agreement    |
| **Invite contacts**           | Ask them to add other stakeholders to the room    |
| **Sub-actions**               | Break a larger action into smaller steps          |
| **Collaborate with contacts** | Assign a shared task to multiple people           |
| **Custom**                    | Create a freeform task with your own instructions |

You can also mark any action as **internal** — hidden from your customer but visible to your team, for behind-the-scenes coordination without cluttering the prospect's view.

<Tip>For full details on action types, assignments, due dates, and automation, see the [Actions overview](/mutual-action-plans/actions-overview).</Tip>

***

## Troubleshooting

### Videos & media

<AccordionGroup>
  <Accordion title="My video won't upload">
    **Likely cause:** File exceeds the 100MB size limit, or the format is unsupported.

    **Fix:** Compress the video below 100MB and ensure it's in MP4 or MOV format. Alternatively, host it externally (YouTube, Loom, Vimeo) and embed the link instead.
  </Accordion>

  <Accordion title="My video link won't preview properly">
    **Likely cause:** Some hosting platforms (e.g. HubSpot-stored MP4s) don't generate embeddable previews.

    **Fix:** Use a dedicated video hosting platform like Loom, Vimeo, or YouTube — these generate reliable previews and embed thumbnails automatically.
  </Accordion>

  <Accordion title="I can't embed a Vidyard / Gong / Loom video">
    **Likely cause:** Not all video platforms are natively supported as embed types.

    **Fix:** Use the **Link** asset type and paste the video URL. For Gong specifically, only full recordings can be embedded — snippets are not yet supported.
  </Accordion>
</AccordionGroup>

### File uploads & documents

<AccordionGroup>
  <Accordion title="I can't upload an image">
    **Likely cause:** File format or size issue, or the upload area wasn't correctly targeted.

    **Fix:** Ensure the image is JPG, PNG, or GIF and under the size limit. Click directly on the image upload zone and try again.
  </Accordion>

  <Accordion title="My customer can't download a PDF from the room">
    **Likely cause:** The file may have been removed, or downloads are disabled for that step.

    **Fix:** Check the step settings to confirm the file is still attached and that the **Allow download** option is enabled.
  </Accordion>

  <Accordion title="I want to prevent users from downloading a PDF">
    **Likely cause:** Uploaded PDFs are downloadable by default.

    **Fix:** Toggle off the download option within the content step settings for that file.
  </Accordion>

  <Accordion title="Can I make a clickable image that links to a URL?">
    **Likely cause:** Standard image blocks don't have a URL field.

    **Fix:** Use a **Button** or **Link** asset instead of a plain image. Alternatively, add the image inside a custom asset and wrap it with a link.
  </Accordion>
</AccordionGroup>

### Embedding & custom assets

<AccordionGroup>
  <Accordion title="The Embed option does nothing when I click it">
    **Likely cause:** A browser extension (like an ad blocker) may be interfering, or the site being embedded blocks iframes.

    **Fix:** Disable browser extensions and try again. If the issue persists, the external site may block embedding (e.g. Airtable, Google Drive). Use a direct link instead.
  </Accordion>

  <Accordion title="A third-party site says 'refused to connect' when embedded">
    **Likely cause:** Sites like Airtable, some Google products, and certain SaaS tools restrict iframe embedding via their own security policies.

    **Fix:** These cannot be embedded. Use a direct link button instead, which opens the content in a new tab.
  </Accordion>

  <Accordion title="I can't embed HTML code directly">
    **Likely cause:** Flowla's editor uses a link-based embed model, not raw HTML injection.

    **Fix:** Use the **Custom Asset** type and paste your embed URL. For raw HTML embeds, contact support — this may be available as an advanced option on certain plans.
  </Accordion>

  <Accordion title="How do I adjust the height of an embedded asset?">
    **Likely cause:** The default iframe height may not match your content.

    **Fix:** In the custom asset settings, find the height adjustment option and set it to match your content dimensions.
  </Accordion>

  <Accordion title="Can I embed Google Slides or PowerPoint?">
    **Likely cause:** These aren't listed as native integrations.

    **Fix:** Publish your Google Slides as a web page and paste the embed link. For PowerPoint, upload to Google Slides first then embed — or upload the file directly as a document.
  </Accordion>
</AccordionGroup>

### E-signatures

<AccordionGroup>
  <Accordion title="Reps are getting an error saying '20/20 signatures have been used'">
    **Likely cause:** You've hit the signature limit on your current plan.

    **Fix:** Upgrade your plan or contact support to increase your signature allowance. Check **Settings > Billing** to see your current limits.
  </Accordion>

  <Accordion title="Does the prospect receive an email when added as a signer?">
    Yes — when you add someone as a signer and send the document, they receive an email with a link to sign. If they didn't receive it, ask them to check their spam folder or contact support.
  </Accordion>

  <Accordion title="Do I get notified when someone signs a document I sent?">
    Yes — you receive an email notification when the other party signs. If you're not receiving these, check your notification settings and spam folder.
  </Accordion>

  <Accordion title="The prospect says they never received the contract email">
    **Likely cause:** The email may have landed in spam, or the email address was entered incorrectly.

    **Fix:** Verify the prospect's email address in the room. Ask them to check spam. You can also re-send the signature request from the room.
  </Accordion>

  <Accordion title="E-signature isn't available on my plan even though the pricing page says it's included">
    **Likely cause:** Plan confusion or a trial limitation.

    **Fix:** E-signatures are included on Pro and above. If you're on Starter in trial mode, some features may appear listed but are only unlocked on upgrade.
  </Accordion>
</AccordionGroup>
