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.
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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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