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Embed Filestage in other tools

Embed Filestage in other tools

Learn how to embed Filestage in other tools to streamline your workflow
Peter Steidel avatar
Written by Peter Steidel. Updated over a week ago

Article overview:

  1. What are the benefits of using Filestage in an iframe

  2. How to embed Filestage in an iframe

  3. How to get the embed code for Filestage

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

What are the benefits of using Filestage in an iframe

Sometimes, you are done with continuously switching between solutions. All you long for is a single source of working with a unified and consistent look and feel for you and those you work with.

Say hello to iframes! iframes provide a convenient, seamless user-friendly experience to access other solutions without navigating away from the parent solution.

They eliminate the need for complex installations, configurations, or maintenance and can be deployed with just a few lines of code.

On top of that, they provide you with a cost-effective, secure, and convenient way to integrate other solutions into your preferred working tool.

And we have some good news for you. You can easily embed Filestage in any iframe-capable site, such as:

  • Notion

  • Miro

  • Confluence

  • Wordpress

  • Microsoft Teams

How to embed Filestage in an iframe

You can embed Filestage in two scenarios: login for account holders or view and comment for reviewers. Here's how you do it in four quick steps:

  1. Use any iframe-capable site

    • To embed Filestage, you will need to use a site that supports iframes like Microsoft Teams.

  2. Log out of Filestage

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

  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. 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.

How to get the embed code for Filestage

  1. Copy the Filestage URL: Open the Filestage instance that you want to embed and copy the URL from the browser.

  2. Create the iframe code: To create the iframe code, you will need to use the following syntax:

    • <iframe src="your-filestage-instance-url" title="Filestage"></iframe>

Replace "your-filestage-instance-url" with the URL that you copied in step 1.

And that's it! You now have the code to embed Filestage into your preferred iframe-capable site. You can add additional attributes to the iframe code, such as the "title" attribute, to customize the appearance and behavior of the embedded instance of Filestage.

⚠️Please note: The embed code format may vary based on the host platform where you embed Filestage. Some host platforms may generate the iframe code themselves after inputting the URL.

💡 What's next? After embedding Filestage into other tools, see how to Integrate Filestage with Asana.

If you have any questions or comments, feel free to start a chat or email us at support@filestage.io. We’re always happy to help.

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