 Widget for Editing

Provide recipients of your files with the ability to correct typos in personal data. The visitor will be offered the possibility to make changes and then download the updated file.

The widget allows you to limit the amount and degree of data changes. It can be installed on any website or accessed via a link.

Adding a Widget

To add, open “Widgets” - “Widget for Editing” and add the widget by clicking the corresponding button. There can be an unlimited amount of widgets in one account.

Widget Configuration

• Domain where the widget will be located. Only the domain should be indicated. If embedding the widget on a site is not planned, this field can be left empty.
• File Access. Restrict access to files available for editing. You can specify multiple folders or select all files in the Drive. If a file is in a subfolder and the parent folder is indicated in this field, it will also be accessible. The nesting level does not matter.
• Allowed Variables. List of variables that the visitor can edit. Specify in the same format as in the document. In the first field, enter the variable, for example %name, in the second - the title, for example "Last Name First Name", and in the third, help text (if necessary) which will be displayed below the field. Visitors will only be able to edit variables from this list, provided they exist in the file itself. Email address - %email.
• Number of Edits the visitor can make. For example, to prevent them from making numerous files for themselves and all their friends, a limit of one or two edits can be set. Each time an edited file is created, the tariff will be charged.
• Allowed Degree of Change. Specify how much the variable can be altered. For example, allowing only a few letters to be changed (slider to the left), or more (slider to the right). The far left position allows changing only one letter. The far right allows unlimited changes. If it is important that the visitor can only correct a typo, not completely change the data, the degree of change can be set to either the farthest position (1 letter) or roughly to one-fifth (20%, i.e. four letters out of a 20-character string can be changed).
• Display Download Widget. If no file identifier is passed when accessing the widget, i.e. the widget is opened from a site or the file from the Drive has already been deleted, with the switch enabled, the visitor will see the file download widget (which must be enabled and configured). If the switch is turned off, the visitor will see a message that the file cannot be edited.
• Label below the Button displayed below the confirm file edit button.
• Main Color and Text Color. Customize the widget by specifying the main element color and the text color of the main button.
• Custom Styles. CSS styles that will be applied to the widget elements for further personalization.

Sending a file to yourself after creation

The file will be sent to the email of the account immediately after it is created. In the "Email template" field, you can choose which template to use for sending. Beforehand, in the Mail Templates section, you can create a separate template for sending emails to the account's email. If you write the %data variable in the email text, all file data will be added to this place in the form of a table.

Embedding code

To display a widget on the website, you need to insert the specified code block in the necessary place on the site. The code should be inserted where the widget will be directly displayed. This could be, for example, a separate page on the website with widget changes.

Access via link

The widget can be accessed via a link that needs to be sent to recipients. To do this, you need to allow the use of the widget via a link and copy it.

Inserting a link when sending an email

In the email text, you can put a link to the widget, by clicking on which the recipient can immediately edit the file.

To do this in the email text, write a suitable text, for example, "If there is an error in the certificate text, you can edit the information. Click here". Then, on the relevant text, for example, the word "here", add a link to the editing widget on the site, and at the end of the link, refer to the file ID, for example
https://your_widget_link/?cr==CREATER_UUID()
If there is already a question mark in the link to the widget on the site, use & instead of ? when referring to the ID.

When sending multiple files, the link will be placed based on the first file. In this case, it is better to place a link to the file download widget with email authentication and editing capabilities enabled.

Widget Modification

If you need to modify the widget "on the fly," meaning changing certain settings depending on which page is open on the website, you can use the modifier table. This is convenient if you need to install multiple widgets on the site or quickly change the email template, color scheme, or even the document, without creating a new separate widget. Learn more.