How do you connect a file from Google Drive as an app?

Allene Norton
Allene Norton
  • Updated

Google Drive lets you upload, store, and share files. You can connect anything from Google Drive by following the instructions below:


Connecting Google Drive

    1. Go to App Setup, and click Add New in the top right corner.
    2. Click Add under Don't see your App?
    3. Set a title and icon that represents the App.
    4. We're going to set this up as an automatic App so that we can embed the same file for every client. (If you want a specific file for each client, change to a manual App)
    5. Leave this as Show as embed so that the client isn't directed outside of the portal.
    6. Next, go to your Google Drive:
      • Find and open the desired file you want to embed. 
      • To share a File, click the 3 vertical dots (kebab menu) in the top-right and select Share. Make sure the sharing permissions are set to Anyone with the link can view.
      • Next, click the kebab menu again and select Open in new window.
      • In the new window, click the kebab menu in the top right and select Embed item...
      • Copy the iframe code.
    7. Go back to the App setup page and paste the copied code into the content box.
    8. Click Save.

Client Experience

    1. To check if clients can view the App properly, click on Client Experience in the bottom of your sidebar, and the click Open portal. This will open the client experience in a new tab. You'll need to have a test client setup in order to log in as a client. Click Here to learn how to set up a test client account.
    2. Once logged in, click the App on the sidebar to preview the client view.

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