 Edit Widget

Allow your file recipients to correct any typos in their personal data. Users can make edits and then download the updated file.

The widget provides options to restrict the extent and type of changes. It can be embedded into any website or accessed via a link.

Adding the Widget

To add a widget, go to «Widgets» - «Edit Widget» and click the corresponding button to add one. You can create an unlimited number of widgets within one account.

Configuring the Widget

• Domain: Specify the domain where the widget will be hosted. Use only the domain name without additional paths. If embedding the widget is not required, leave this field blank.
• File Access: Restrict access to specific files that can be edited. You can specify multiple folders or allow access to all files in your drive. If a file is in a subfolder and the parent folder is specified, it will also be accessible. Folder depth does not matter.
• Allowed Variables: Define the variables that users are permitted to edit. Specify them exactly as they appear in the document. In the first field, write the variable (e.g., %name), in the second, provide a label (e.g., "Full Name"), and in the third, an optional help text that will display below the field. Users can only edit variables from this list, provided they exist in the file. Example: %email represents an email address.
• Number of Edits: Set a limit on how many times a user can modify a file. For instance, this restricts users from creating multiple copies of edited files for themselves or others. You can impose a limit of one or two edits. Each new file generated will deduct credits from your balance based on your current plan.
• Editable Scope: Define the extent to which a variable can be modified. For example, allow only a few characters to be changed (leftmost slider position) or greater flexibility (rightmost slider position). Moving the slider to the extreme left allows just one character to be changed, while the extreme right permits unrestricted editing. To ensure users can only correct typos rather than make significant changes, set the slider to the leftmost position (1 character) or limit it to about 20% (4 characters in a 20-character string).
• Enable Download Widget: If a file ID is not provided—i.e., if the widget is accessed from the site or the file has been removed from your drive—this option will display a file download widget (activated and configured). If the toggle is off, users will see a message stating the file cannot be modified.
• Footnote Text: A label displayed below the file update confirmation button.
• Primary Color and Text Color: Personalize the widget by specifying the colors for the primary elements and text on the main button.
• Custom Styles: Provide CSS styles to further customize the appearance of widget elements.

Receive a File After Creation

The file will be sent to your account email as soon as it is created. In the "Email Template" field, select the template to use for sending. You can predefine a specific template in the Email Templates section. To include file data in the email in tabular form, use the %data variable in the email text.

Code Embedding

To display the widget on your website, insert the provided code into the desired location. The widget code should be placed where it needs to appear on your site, such as a dedicated page with the edit widget.

Access via Link

The widget can also be accessed via a link, which can be shared with recipients. Enable the link access option and copy the generated link.

Adding a Link in Email Campaigns

In the email body, you can include a link to the widget, allowing the recipient to modify the file directly. For example, write text like "If there's an error in the certificate, you can update the data. Click here to make changes." Then, highlight the appropriate text (e.g., "click here") and hyperlink it to the widget URL, appending the file ID at the end of the link, e.g.,
https://your_widget_link/?cr==CREATER_UUID()
If the widget URL already contains a question mark, use & instead of ? when including the file ID.

During the email campaign, =CREATER_UUID() will automatically be replaced by the file identifier, enabling the recipient to edit it immediately. If there are multiple files in a single email, the link will point to the first file. For scenarios with multiple files, it is recommended to link to the file download widget with user authorization via email and enable editing permissions.

Widget Modification

If you need to dynamically adjust widget settings based on the webpage it is displayed on, you can use a modifier table. This is useful for configuring multiple widgets on a site or quickly changing email templates, colors, or the document itself without creating a new widget. Learn more.