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Help with page embeds
Help with page embeds

Tips for embedding different types of pages in your portal

Kevin Frei avatar
Written by Kevin Frei
Updated over a week ago

Ahsuite lets you share videos, slide decks, dashboards, and many other things in your client portals by embedding them in an iframe.

What you can embed in Ahsuite

You can embed almost any web page in your Ahsuite portal, including applications like:

  • YouTube

  • Figma

  • Airtable

  • PowerPoint

  • Excel

  • Adobe pdf

  • Looker Studio

  • Tableau

  • Google Docs

  • Google Sheets

  • Google Presentations

  • Google Forms

  • Google Calendar

It works by wrapping an external url in an iframe, so the possibilities are truly endless.

What you cannot embed in Ahsuite

Some sites and applications explicitly prohibit being viewed in an iframe. This is usually done as a security measure to prevent phishing, and for that reason login pages generally cannot be embedded.

If a page fails to embed in Ahsuite, it probably means the page does not allow iframing. You can doublecheck whether a page can be iframed using a free iframe tester.

Troubleshooting your embeds

If you are having trouble embedding a page or web application, there are a couple of things to check.

Are you using the correct url?

Some applications have a url for embeds that is different from the normal url. This is especially true for web applications like Google Docs.

The normal sharing link may be intended for other users to open in the application, which may be different than the public webpage version of the same document.

If that is the case, then you may need to look for a specific embed option. Oftentimes you will find this by looking for the sharing options. For some applications you will look for an option like "Publish".

In the case of Google docs, the normal share link will work in Ahsuite, or you can do it a different way by going File > Publish to the Web. In the first case the Google doc would be embedded as an interactive application, and in the latter it would be more of a static web page.

Depending on what you are trying to embed, you may have to do a web search for embed instructions for the specific application.

You do not however need to worry about whether you have an embed url or an embed code; you can paste either into Ahsuite and in most cases it will work.

Privacy settings

Many web applications have privacy settings that determine who can view a page. All types of Google documents, for example, are set to private by default.

Embedding a page in a portal will not change its privacy settings. Unless the information is ultra super sensitive, it is usually fine to set a page to "anyone with a link can view" (or whatever is the equivalent) and then restrict access via the client portal.

Be mindful that if you embed a private url while you are using a browser that has access to that url, you may not notice that the page is private. To make sure the page is accessible, doublecheck the privacy settings or try opening it in a separate browser that is not already logged in.

Popular things to embed in Ahsuite

For your convenience, here are specific instructions on how to get the embed url for many popular web applications.

Embedding a Google Doc

The process for embedding all Google Workspace file types (docs, sheets, etc) is similar.

  1. Go to File > Share > Publish to web
    ​

  2. Expand "Published content & settings" where you will probably want to check "Automatically republish when changes are made" unless you don't want the document to show future updates.
    ​
    If you are signed in with a company domain, it will give you the option to restrict access to only other users signed in to a Google account with that domain.
    ​

  3. Click publish, copy the link url, and paste it into the "Embed url" field in Ahsuite.

Embedding a Google Sheet

Embedding a Google Sheet is like embedding other Google Workspace file types.

  1. Go to File > Share > Publish to web
    ​

  2. Select whether you want to share the entire document or a single sheet, and the type setting to "Web page".
    ​
    Expand "Published content & settings" where you will probably want to check "Automatically republish when changes are made" unless you don't want the document to show future updates.
    ​

  3. Click publish, copy the link url, and paste it into the "Embed url" field in Ahsuite.

Embedding a Google Presentation (Google Slides)

The steps for embedding a Google Presentation is just slightly different than for Docs and Sheets:

  1. Go to File > Publish to web
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  2. On the following popup you can customize the slideshow.
    ​

  3. Click publish, copy the link url, and paste it into the "Embed url" field in Ahsuite.

Embedding a Google Form

The process for embedding a Google Form is different than the other Google files.

  1. Click "Send", and then select the "Send via" type that looks like this: < >
    ​

  2. Copy either the Embed Url or the Embed HTML, and paste it into the "Enter url" field in Ahsuite.

Embedding Looker Studio (formerly Google Data Studio)

  1. You must be the owner of a report in order to embed it. If you are not the owner, click the three dot options icon and make a copy of the report to your account.
    ​

  2. Click the down arrow next to the "Share" button to find the Embed report option. (If you do not see that option, then click Edit > File > Embed report to enable embedding.)
    ​

  3. Toggle to "Embed URL", and copy to your clipboard.
    ​

  4. Click on the Share button, then Manage Access, and then make sure Link sharing is on and the report is visible to anyone with a link.

  5. Paste the embed url into the "Embed url" field in Ahsuite.

Embedding a Google Calendar

You can get an embed code for a Google Calendar from a computer, but not the Google Calendar app.

Just click the options (three dot) icon next to the specific calendar you want to share, select “Settings and sharing”.

Then scroll down to copy the "Embed code". You can paste that full embed code into Ahsuite.

Embedding a Video

You can embed any public video from YouTube, Vimeo, Loom, or almost anywhere else just by pasting the public video url in the "Embed url" field in Ahsuite.

Just make sure the video is not set to private, and that you are not using a url shortener.

Embedding a Figma Board

To embed a Figma board, simply go to "Share", make sure that anyone with the link can view the board, and copy the link. Do NOT copy the html from the Embed tab.

Paste the public Figma link into the "Embed url" field in Ahsuite.

Embedding a Word Document

You need a Microsoft 365 subscription to embed an MS Word document, but if you have that it's easy.

Just open the document in your Microsoft account, click File > Share > Embed and you can generate an embed code to paste into Ahsuite.

Embedding an Excel Document

As with a Word document, you need a Microsoft 365 subscription to embed an Excel document.

Just open the document in your Microsoft account, click File > Share > Embed and you can generate an embed code to paste into Ahsuite.

Embedding a PowerPoint Document

As with a Word document, you need a Microsoft 365 subscription to embed a PowerPoint document.

Just open the document in your Microsoft account, click File > Share > Embed and you can generate an embed code to paste into Ahsuite.


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