How to Embed Documoto Content Using Widgets
This article provides a high-level overview of the steps required to successfully implement a Documoto Widget in an external site or application, such as a dealer portal, eCommerce platform, or service platform.
Article Topics
- Prerequisites
- Implementation Overview
- Phase 1: Documoto Configuration
- Phase 2: Documoto Tenant Configuration
- Phase 3: Widget Development & Deployment
Prerequisites
Before beginning implementation, ensure the following are in place:
- Widgets are enabled for your Documoto Tenant
- A user is assigned to a User Group with the "Tenant Admin" permission enabled
Implementation Overview
Implementing a Documoto Widget involves three (3) key phases:
| Phase | Phase Name | Owner | Description |
| 1 | Widget Implementation Planning | Business Owner / Documoto Admin | Define goals, domain, authentication method, & configuration needs |
| 2 | Documoto Tenant Configuration | Documoto Admin / Tenant Admin | Set up user groups, permissions, and access controls for the Widget |
| 3 | Widget Development | Developer / Web Admin | Configure and embed the Widget on target domain |
Phase 1: Documoto Widgets Implementation Planning
Use the attached Documoto Widgets Implementation Planning guide to:
- Define Widget type
- Specify the domain where the widget will be embedded
- Choose the authentication method
- Define event and configuration settings
Phase 2: Documoto Tenant Configuration
Step 1: Create a Widget Key Admin User Group
Create a Widget Key Admin User Group to grant permission to user(s) responsible for configuring Widget-related access:
- Refer to How to Create a Widget Key Admin User Group for step-by-step instructions
Step 2: Create a Widget User Group
Define what content the Widget can access by creating and assigning Media Categories to a Widget User Group:
- Refer to How to Create a Widget User Group for a Widget for step-by-step instructions
Step 3: Generate a Widget Key
Create a Widget Key to authorize access to the Widget and binds it to a specific external domain:
- Refer to How to Create a Widget Key for step-by-step instructions
Phase 3: Widget Development & Deployment
Once the Documoto tenant configuration is complete, a developer must implement the Widget into the target system.
Use the attached Documoto Widgets Implementation Guide for Developers.