When I get to “embed” I see this:
Only the owner and explicitly shared collaborators have access
Can the embedded PDF only be seen by people with access to the file in Drive?
I’d like to make a Collection with Public Sharing that contains PDFs our users might need. They do not need to edit or add any content, only view. They do not have access to any internal systems, including Guru and Drive.
I made a card that is in a Collection with Public Access yet when I access it from a different browser, I’m asked to login to Guru: https://app.getguru.com/card/cn9bGe4i/Test-2-Embed-from-Drive (it’s my wifi bill, nothing with PII )
Best answer by Devon O'DwyerView original
I wanted to edit the title but I can’t. And I tried to delete it so I could repost but that wasn’t an option either.
The title should be “Embed PDFs for public sharing” 😄
If the PDF lives in Google Drive, people who do not have access to it will not be able to view it, even if the Guru Card is Public. You will need to make the PDF accessible to anyone with the link in order for it to be publicly accessible. When you’re viewing the PDF, you can do this by clicking on the ellipsis and then Share. From here, you can change the settings to be anyone with the link:
Public Card sharing:
I just double checked the Card that you linked, and it looks like the share setting is still only your Guru team, which would explain why you can’t view it without being asked to log in. If you navigate to the ellipsis in the bottom left hand corner of the Card, can you change the setting to Public? It will look like this:
Please let me know if this information is helpful!
Thanks for the reply!
It sounds like the only way to use this option is to make the file publicly accessible? That would defeat my use case here! If you have an idea on a workaround that would be great!
When I try to edit an existing card in this Collection I cannot make any changes except to content - there is no “next” only “Publish”
When I try to create a new card, I’m told it’s not allowed to be public which contradicts the settings in the first screenshot. There’s only one group with access, set to Collection Owner, of which I am the only member.
Basically - we don’t want people to see that the file is stored on Drive or be able to access the link to it directly, only via Guru.
The Public Card issue seems like it is a bug, so I am going to escalate this to our Technical Support team - they’ll be in touch as soon as possible over email to troubleshoot with you further. Thank you!
@Devon O'Dwyer !
Thanks so much for that tip! I was definitely overlooking the local option as I don’t own the files. I will reach out to the Operations team to see if we can do that.
For some context, businesses often need certain tax documents like residency or W8 (US). At present, agents download the file from Drive then attach the PDF. Sharing a Drive folder publicly seems risky but many agents downloading a file and continuing to use it could mean they miss an update and send an out of date PDF.
I’ll give this a try with a local doc and go from there. 🎉
I was able to update the Public setting via the 3-dot menu on the card once it’s published, if that helps the devs troubleshoot.