Product & Company ·
Embed SOPs on Your Website, Help Center, or Partner Portal
Embed a public SOPX procedure in your own pages. Made for procedures you share with customers and external partners. Choose scroll view or step by step. Both are shown live in this article.
Table of contents
TL;DR
SOPX procedures can now be embedded in your own pages. Embeds are made for procedures you share outside your company: with customers, suppliers, contractors, or service partners. If a procedure has “Anyone with the link” access, click Embed next to the public link and QR code options. Pick a view, scroll view or step by step, then copy the embed code or the embed link.
- Embeds are public. Anyone who can open your page can read the procedure. There is no login and no access per person.
- Two views. Scroll view shows all steps on one page. Step by step shows one step at a time.
- Two ways to place it. An embed code for pages that accept HTML, or an embed link for tools that only accept a URL.
- One source. The embed shows the same procedure as the public link, so you do not keep a second copy up to date.
Both views are embedded live in this article, each with a real procedure, so you can try them before you read further.
Who embeds are for
Some procedures are written for people outside your company:
- Customers who install, set up, or maintain your product.
- Suppliers and contractors who follow your rules for deliveries or work on your site.
- Dealers and service partners who repair or service your equipment.
These readers do not have a SOPX account, and they should not need one. They already visit your website, your help center, or your partner portal. A link works, but every link takes the reader away from your page.
Teams kept asking for the same thing: “Can the instructions just sit on our own page?” Now they can. The procedure appears inside your page, with its videos, images, and step descriptions.
Embeds are public, so choose the procedure with care
This is the most important thing to know before you embed.
An embed is public sharing. It uses the same “Anyone with the link” access as a public link. SOPX does not check who the reader is.
| What it means for you | |
|---|---|
| Who can read it | Anyone who can open the page, or who gets the embed link |
| Login | None. Readers do not sign in to SOPX |
| Access per person | None. You cannot remove access for one reader and keep it for the others |
| Good fit | Procedures you are happy to hand to any customer or partner |
| Poor fit | Internal procedures, confidential know-how, anything with personal data |
A simple test helps. Ask: “Would it be a problem if this procedure was forwarded to a person I do not know?” If the answer is no, an embed is a good choice. If the answer is yes, keep the procedure inside your organization, where every reader signs in and you control access.
Try it: scroll view
Scroll view shows the whole procedure on one page. The reader scrolls from the first step to the last.
Example: a machine setup procedure for a folder-gluer, in scroll view. A machine supplier could place it on a support page for customers.
Use scroll view when the reader needs the full picture:
- A help center article that people search and skim.
- A procedure that a partner reviews from start to finish before the job.
- A short procedure where all steps fit on one screen or two.
Try it: step by step
Step by step shows one step at a time. The reader finishes a step, then moves to the next one.
Example: a sanitation procedure for a meat plant, in step by step view. A plant could share it with an external cleaning crew.
Use step by step when the reader does the work while reading:
- A customer who installs or sets up your product.
- A service partner who follows a repair on site, with a phone or a tablet.
- A long procedure that feels heavy as one long page.
Scroll view or step by step?
| Scroll view | Step by step | |
|---|---|---|
| What the reader sees | All steps on one page | One step at a time |
| Best for | Looking something up, reviewing | Doing the task, learning it |
| Typical page | Help center article, product support page | Setup guide, partner portal, service page |
| Reader’s question | ”What does this process look like?" | "What do I do next?” |
You can embed the same procedure in both views on different pages. For example, scroll view in the help center and step by step in the setup guide.
How to embed a procedure
- Open the procedure and open its sharing options.
- Set access to “Anyone with the link”. Embedding is available for procedures with this access.
- Click Embed. You find it next to the options to copy the public link and the QR code.
- Choose scroll view or step by step.
- Copy the embed code, or copy the embed link.
- Paste it into your page and save.
Embed code or embed link?
- Embed code is a short HTML snippet. Use it when your page editor has an “Embed”, “HTML”, or “Custom code” block.
- Embed link is a plain URL. Use it when your tool asks for a link to embed, and builds the frame by itself.
If you are not sure which one your tool needs, try the embed link first. It is the simpler of the two.
Good to know
- Readers need no account. A reader of your page sees the procedure without signing in to SOPX. See how sharing without a login works.
- Edit once. The embed shows the same procedure as the public link. You do not paste the embed again after an edit.
- Embeds and QR codes work together. Put the embed on your support page. Print a QR code on the product or the packaging. Both open the same procedure.
- Need tracked training in an LMS? An embed shows the procedure. It does not report completion to an LMS. For that, use SCORM export.
Getting started
- Pick one procedure that customers or partners ask about often.
- Check that it is fine to share with anyone. Then set it to “Anyone with the link” and click Embed.
- Paste it into your page, and send that page to one partner to try.
New to SOPX? Start a free trial, film one process, and let AI write the steps. Then embed it.
