How do you connect Google Docs as an Extension?

Myles Dean
Myles Dean
  • Updated

Google Docs lets you create and edit text documents. You can connect a Document by following the instructions below:

Connecting Google Docs

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Google Docs
    3. Set a title and icon that represents the extension.
    4. We're going to leave this as a Global Extension so that we can embed the same data for every client. (If you want a specific document for each client, change to a local extension)
    5. Leave this as Show as embed so that the client isn't directed outside of the portal.
    6. Next, go to your Google Docs home page:
      • Find and open the desired document you want to embed. (You can also locate and open a Google Doc within your Google Drive)
      • To share a Document, click File>Share>Publish to Web and cick Publish on the Link tab.
      • Now copy the link
    7. Go back to the embed extension setup page and paste the copied link into the content box.
    8. Click Save.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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