App setup
- In the Dashboard sidebar, click + Add App, then under More ways to add select Embed existing content.
- Choose Google Drive from Popular embeds — or click Add embed to start from a URL.
- Click + Embed app. You’ll land on the app’s setup page.
- Assign a name and icon to the app, then configure visibility settings for clients.
- For visibility to all clients, configure as an automatic App. For specific clients only, set as a manual App.
- Ensure the app is set to Show as embed so clients remain within the portal.
- Open your desired file in Google Drive.
- Click the three vertical dots menu (top-right) and select Share. Verify sharing permissions are set to “Anyone with the link can view.”
- Access the same menu and select Open in new window.
- In the new window, click the top-right menu and select Embed item….
- Copy the iframe code provided.
- Return to the App setup page and paste the iframe code into the content box.
- Click Add to complete setup and view the configured app.