You can use temporary token to integrate docsumo with any workflow. Temporary token allows user to view the only review screen for that document.
Allowed action with temporary token
- User can view the document without login.
- Review document in review screen.
- Make change to any fields in review screen.
- Approve the document.
- View document on view only move
Except for the above actions, the user cant navigate to the next document or any other page inside docsumo.
While uploading the file, add field
review_token:trueto form-data. When this field is added, you will get a token attached to
&client=trueto url and you can open it in a new tab or iframe. This will open screen like below
review screen when open using temporary token and client=true
Updated 3 months ago