
Convert an uploaded document to a canvas
Turn a selected PDF or Office file already on a canvas into a connected sub-canvas without uploading the document again.
Use Convert to canvas when the document is already on the canvas and you decide it deserves its own review space. Instead of downloading the file, opening the canvas creation flow, and uploading the same file again, select the uploaded file object and convert it in place.
ALLO keeps the original file object where it is and creates a connected sub-canvas next to it. The new sub-canvas becomes the space for comments, notes, arrows, decisions, and follow-up work around the document.
Availability and permissions
| Item | Details |
|---|---|
| Available on | One selected uploaded PDF or Office-style file object on a canvas. |
| Creates | A new sub-canvas object beside the selected document object. |
| Who can do it | Workspace members with edit access who are allowed to create the child canvas. |
| Not available to | Guests, viewers, commenters, multi-selection, link-only embeds, unsupported file types, missing upload sources, or objects still in a pending shell state. |
| Related workflow | Use Import PDF and Office files when you are starting from the upload or create flow instead of an existing canvas object. |
Convert a document
- Open the canvas that contains the uploaded document.
- Select one supported PDF or Office file object.
- Open the element menu.
- Choose Convert to canvas.
- Wait for the Converting to canvas progress state to finish.
When conversion finishes, ALLO creates the sub-canvas to the right of the source document, clears the old selection, and brings the new sub-canvas into view. The source file remains on the parent canvas so people can still see where the conversion started.
When this is better than importing again
Use Convert to canvas when the conversation already started around the file. A proposal PDF might be sitting beside stakeholder notes. A deck might already have comments around it. A spreadsheet report might be next to risks and decisions. Converting the existing file preserves that parent context and creates a deeper workspace without making another upload copy.
Use the original PDF/Office import flow when the file is not on a canvas yet, when you are creating a new canvas from scratch, or when the old file object is no longer the source you want to use.
What the new sub-canvas is for
The new sub-canvas is a normal canvas connected to the parent. Use it to review the document in detail, add page-level notes, collect comments, create summary sections, and prepare decisions. The parent canvas can stay readable while the document review moves into a focused space.
For example, a project kickoff canvas can keep the uploaded brief visible on the parent and create a sub-canvas for line-by-line review. A design review can keep the source deck beside the agenda and convert it into a child canvas where each slide gets comments and decisions. A finance report can stay visible as the source object while the child canvas holds assumptions, questions, and approvals.
Why the action may be missing
Convert to canvas appears only when ALLO has enough information to safely create the child canvas from the existing file. If the action is missing, check these conditions:
| Check | Why it matters |
|---|---|
| Exactly one object is selected | Multi-selection cannot tell ALLO which document should become the child canvas. |
| The object is an uploaded file | Website links, YouTube embeds, external references, and file-like cards without an upload source cannot be converted through this action. |
| The file type is supported | PDF and supported Office-style documents can be converted. Other files may still support preview or download, but not document-to-canvas conversion. |
| Upload and processing are complete | Pending shells do not have the final file source needed for conversion. |
| You have edit access | View-only and comment-only access can inspect the file but cannot create the child canvas. |
| You are not a guest | Guest collaboration can allow review, comments, or editing, but this creation action is restricted. |
If the action still does not appear after those checks, use Import PDF and Office files from the creation flow or ask a workspace member with edit access to convert the document.
What can go wrong
If conversion fails, ALLO does not leave behind a half-created sub-canvas. Reopen the element menu and try again after confirming the file finished uploading and you still have edit access.
If the new sub-canvas appears in the wrong place for your layout, move it after creation. ALLO places it to the right of the source document so the parent canvas keeps a visible source-to-child relationship.
If collaborators can see the parent canvas but cannot open the converted sub-canvas, share the child canvas directly or adjust project access. Parent canvas access does not always guarantee child canvas access.
Related articles
- Import PDF and Office files
- Use sub-canvases
- Use the element menu
- Work with file objects on a canvas
- Preview canvas objects