# Common tasks

Rather than a tour, this is the list of things people do, with the route to each.

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## What you can do

| **Task**                                                         | **Where**                                    | **Notes**                                                                                                                                                                                      |
| ---------------------------------------------------------------- | -------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Install it                                                       | Atlassian Marketplace, or get it as part of  | No account, sign-in or API key follows. Existing re:solution PDF embed installs upgrade in place and keep working.                                                                             |
| Approve the app's Confluence permissions                         | Confluence admin > Apps > Manage apps, at in | It asks for read access to content, spaces, users and groups, plus attachment and file write so it can list, download and upload PDF attachments.                                              |
| Insert the macro on a page                                       | Confluence editor: type / and search "PDF em | Identical whether you have the standalone app or the Suite.                                                                                                                                    |
| Embed a PDF from a public web address                            | Macro config > Types of file = Public URL >  | Must be a valid https address. Fetched through Capable's proxy, capped at 2.5 MB. Signed-out readers will not see it.                                                                          |
| Embed a PDF already attached to the page                         | Macro config > Types of file = Existing Page | Lists up to 250 attachments from the current page. Readers need Confluence permission on the attachment.                                                                                       |
| Upload a new PDF and embed it                                    | Macro config > Types of file = New File Uplo | Attaches the file to the page you are editing (drafts included) and then switches the macro to attachment mode automatically. This is the reliable route for large or restricted files.        |
| Choose one page at a time or continuous scrolling                | Macro config > Viewer Options                | Slider adds previous/next and a page box and enables Initial Page. Scroller shows all pages and enables Height instead.                                                                        |
| Let readers download, pop out or view fullscreen                 | Macro config > Download / Popup / Fullscreen | All three are off by default and each adds one button to the toolbar.                                                                                                                          |
| Make the text selectable and searchable                          | Macro config > Render Text Layer             | Off by default. Turn it on if text looks missing or readers need to copy from the document. Not carried into a published Capable Site.                                                         |
| Approve an external domain so large or restricted PDFs load dire | Capable Suite admin > Capable settings > Egr | Suite only, up to 10 domains, admin-only. Approved hosts bypass the proxy and its size cap, but only work if that host allows browsers on other domains to read the file. Attaching the PDF to |
| Check what signed-out readers of a public page will see          | Open the page while logged out               | They see "Sign in to view this PDF" (attachment) or "PDF unavailable" (link), never the document. Plan for this on externally shared spaces.                                                   |
| Publish a page containing a PDF embed to a Capable Site          | Capable Sites deploy                         | The document is copied into the published site and rendered there. Zoom, Slider page navigation and Download carry over; pop-out, fullscreen and selectable text do not.                       |

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## A few things worth knowing

* Some tasks need an administrator. The Where column says so.
* Anything relying on search needs the page to have been indexed first.
* Macro names differ slightly between the standalone app and the suite.

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## Related

[How it worksWhy they behave as they do.](https://help.gocapable.com/pdf-embed/how-it-works.html)

[TroubleshootingWhen one does not work.](https://help.gocapable.com/pdf-embed/troubleshooting.html)

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_What people actually do._