App setup
- Navigate to App Library and select + Add an app in the top right corner.
- Choose Google Drive from the Client-facing section.
- Click Install in the top-right after selecting the app.
- 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.