---
title: "Embed Google Docs, Sheets & Forms in Your Client Portal"
description: "Make it easy for clients to access your content — directly in the portal, no extra tabs needed."
url: https://support.hubflo.com/en/articles/9013991-embed-google-docs-sheets-and-forms-in-your-client-portal
collection: "Add apps to your portal"
updated: 2026-07-09
language: en
alternates: [fr]
---

# Embed Google Docs, Sheets & Forms in Your Client Portal

Make it easy for clients to access your content — directly in the portal, no extra tabs needed.

Embedding these tools makes your client experience centralized, seamless, and interactive, no extra emails, no lost links, and no switching between apps. Some common uses cases include:

-   Present **live dashboards** or campaign data
    
-   Share budgets, timelines, or audit results
    
-   Run surveys or client check-ins
    
-   Create lightweight onboarding or discovery questionnaires
    

To get started go to the [client or workspace template](https://support.hubflo.com/en/articles/11101205-create-and-set-up-a-client-workspace.md).

1.  Click on **“Embed”**
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133245_5108.png)
2.  Paste the **public URL** into the field.
    
3.  When adding an **Embed**, you can customize the way it appears:
    

-   **Display Mode**  
    Choose how your app or content is shown:
    
    -   **Inline** – Embed it directly into the workspace
        
    -   **Full Page** – Open it in a dedicated tab for more space
        

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133245_0419.png)

**Note:** To make sure your embed works properly, always grab the **URL from the “Share” button**, not the one from your browser’s address bar.

-   **Title & Icon**  
    Add a clear title and choose an icon so clients know what to expect
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133246_0486.png)

## Set Up Embeds Across All Workspaces

If you want an embedded app to appear automatically across **all** your client workspaces, you can add it as a **Global Item**.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133247_9595.png)

Global Items make it easy to maintain consistency—perfect for onboarding videos, company updates, or shared calendars.

👉 [Learn how to set up Global Items →](https://support.hubflo.com/en/articles/9507360-set-up-global-items.md#h_eb252f5652)