App setup
Connecting view-only Google Docs
- In the Dashboard sidebar, click + Add App, then under More ways to add select Embed existing content.
- Choose Google Docs from Popular embeds — or click Add embed to start from a URL.
- Click + Embed app. You’ll land on the app’s setup page.
- Set a title and icon for the app.
- Set as automatic (same document for all clients) or manual (specific documents per client).
- Select Show as embed so clients aren’t directed outside the portal.
- Open the document you want to embed in Google Docs.
- Click File > Share > Publish to web, then click Publish.
- Copy the generated link.
- Return to the App Setup page, paste the link into the content box, and click Add.
Connecting editable Google Docs
Follow the same steps as above, with two differences:- In Google Docs, click Share and set permissions to Anyone with the link can edit.
- Instead of pasting the link on its own, wrap it in an iframe code snippet:
link with your Google Doc URL while preserving the quotation marks.