Advanced Features

Embed Widget

Add a document upload form to your website or client portal

Embed Widget

The Embed Widget lets you add a document upload form directly to your website or client portal. Visitors can upload documents without leaving your site, and the documents are automatically processed by your parser.

What is the Embed Widget?

The Embed Widget is a document upload form you can embed on your website using an iframe. When someone uploads a document through the widget, it's automatically sent to your parser and processed. You can optionally show the extracted data for review before it's finalized.

When to use it

  • Client portals – Let clients upload invoices, receipts, or other documents directly
  • Website forms – Add document upload to contact forms or service pages
  • Self-service – Allow customers or vendors to submit documents without email

How to set it up

  1. Go to Settings → Integrations.
  2. Find Embed Widget in the Import section.
  3. Turn on Enable Embed Widget.
  4. Copy the embed code that appears (an iframe tag).
  5. Paste it into your website's HTML where you want the upload form to appear.

Customizing the widget

You can customize:

  • Primary color – The main color used in the widget
  • Button text – Text on the upload button (e.g. "Upload Document")
  • Success message – Message shown after successful upload
  • Show data preview – Whether to show extracted data after processing
  • Allowed domains – Restrict which websites can use the widget (optional)

Security

  • Each parser has a unique embed token for security
  • You can restrict domains so only your website can use the widget
  • Documents uploaded through the widget are marked with source: 'embed' for tracking

Tips

  • Test first – Try the widget on a test page before adding it to your main site
  • Use domain restrictions – If you set allowed domains, only those sites can use the widget
  • Customize colors – Match the widget's colors to your website's design

Next steps

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