You can embed parts of Filestage or the entire application in other tools, providing a fast and simple way to integrate with those tools.

You can embed Filestage in two scenarios: login for account holders or view and comment for reviewers. To do so:

Step 1: Use any iframe-capable site

To embed Filestage, you will need to use a site that supports iframes like Nifty PM.

Step 2: Logout of Filestage

Before proceeding, make sure you are logged out of Filestage.

Step 3: Login flow

To embed Filestage for login, follow these steps:

  1. Add a custom embedded instance of Filestage to your iframe.

  2. Click the login button.

  3. A login popup will appear. Use it to log in to your Filestage account.

  4. You should now be able to see your projects.

Step 4: Reviewer flow

To embed Filestage for reviewers, follow these steps:

  1. Prepare a review link for a document in Filestage.

  2. Add a custom embedded instance of Filestage to your iframe.

  3. Use the review link you saved in step 1.

  4. Comment on the document.

  5. Filestage will ask for your email. Once you provide it, you will be able to record your comment.

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