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Customer Support & Setup Guide

Tips and tricks for using DocAccess after you've created an account

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Setting Up DocAccess on your Website

Important: a DocAccess account is required to use the helper script on your site. Create an account if you don't have one.

What is the DocAccess Helper Script?

The DocAccess helper script is a lightweight JavaScript file that enables accessible document viewing on your website. It can be added in two ways:

Option 1: Standard HTML (Recommended)

<script async src="https://docaccess.com/docbox.js"></script>

Option 2: Dynamic JavaScript

If your CMS doesn't allow direct HTML in the header, you can use this JavaScript approach:

(function() { const docboxScript = document.createElement('script'); docboxScript.src = 'https://docaccess.com/docbox.js'; docboxScript.async = true; document.head.appendChild(docboxScript); })();

When the code is added to the site's header, it:

  • Helps detect PDF links on your website to assist your administrator in inventorying your documents
  • DocAccess will not otherwise modify the website

Once activated by your site administrator, the helper script will then:

  • Checks links against its manifest to identify DocAccess-enabled documents
  • For those enabled documents, it provides users with an accessible viewing option instead of traditional downloads, ensuring compatibility with screen readers and assistive technologies, either by updating links or adding a click behavior
  • Contents are loaded either in a new tab or in a lightbox secured by an iframe, to isolate the accessible viewing application from your website.

Power Users: Test via Bookmarklets

Bookmarklets allow you to test DocAccess functionality on any website without permanently installing the helper script. This is useful for demonstrations, testing, or troubleshooting.

How to Install Bookmarklets
  1. Make your browser's bookmarks bar visible (Ctrl+Shift+B on Windows/Linux, Cmd+Shift+B on Mac)
  2. Drag and drop the bookmarklet buttons below to your bookmarks bar
  3. Visit any website and click the bookmarklet to activate DocAccess temporarily
Available Bookmarklets
1. Standard DocAccess (DA)

Simulates normal helper script behavior - activates document links and submits new links to DocAccess for processing.

DA

⬆️ Drag this button to your bookmarks bar

2. DocAccess with Visual Overlay (DA Overlay)

Same functionality as the standard bookmarklet, but adds colorful visual indicators showing the status of documents on the page. Perfect for diagnostics and demonstrations.

DA Overlay

⬆️ Drag this button to your bookmarks bar

Usage Tips
  • Testing: Use bookmarklets to test how DocAccess will work on a site before permanent installation
  • Demonstrations: Show clients or stakeholders how DocAccess enhances their documents
  • Diagnostics: The overlay version helps identify which documents are already processed
  • Temporary: Effects only last for the current page session - refresh to remove

Note: Bookmarklets are for testing only. For permanent accessibility compliance, install the helper script properly using one of the methods above.

Is it Secure?

DocAccess limits its permissions and follows industry-standard cybersecurity protocols to ensure your site remains secure.

  • Limited Permissions: The script only:
    • Inventories site links to pdf files
    • Fetches a site link manifest from docaccess.com/domains/[yourdomain.org]/domain.json
    • Adds special click actions only to documents that are enabled for DocAccess, based on an exact list (whitelist) provided in your site's manifest
    • Loads asynchronously, so it doesn't slow down your site and only works in the background when your site is finished loading.
  • Strict Security Practices: We follow industry-standard cybersecurity protocols
    • We use HTTPS and HSTS for all connections using strict content security policies and limit cross origin resource sharing to docaccess.com domains.
    • Our codebase is managed with strict version control and all changes require formal review and authorization. The DocAccess script is delivered via a secure, immutable CDN, protected by AWS CloudFront and an enterprise-grade web application firewall to ensure integrity and prevent unauthorized modifications.
    • All permissions are solely used to ensure accessibility, prevent keyboard traps, and provide continuity of experience.

Cookies & Local Storage

Are cookies or local storage required?

No, cookies and local storage are not required for DocAccess to function. However, they enhance the user experience by:

  • Remembering when users dismiss the AI warning dialog
  • Storing acceptance of terms and conditions
  • Maintaining user preferences for accessibility settings, like language translation

Without cookies/local storage, the experience is less convenient but not broken. Users may need to re-accept terms or dismiss warnings on each visit.

DocAccess will never share your site visitor's data with third parties, per our Privacy Policy.

Installation Options by Platform

You can install DocAccess using either the standard HTML script tag (Option 1) or the dynamic JavaScript approach (Option 2). Most platforms support both methods, but some may require one over the other.

Which option should I use?

  • Use Option 1 (Standard HTML) when:
    • You have direct access to edit your site's HTML header
    • Your CMS allows custom HTML scripts
    • You're using WordPress plugins, Drupal blocks, or similar
  • Use Option 2 (Dynamic JavaScript) when:
    • Your CMS restricts HTML but allows JavaScript
    • You're using Google Tag Manager
    • You're working with single-page applications (React, Vue, Angular)
    • Your platform has strict Content Security Policies

Adding the Helper Script on WordPress

Note: For WordPress.com sites, you'll need a Business or Commerce plan to add custom code.

Method 1: Using a Plugin (Recommended)

  1. Install the "Insert Headers and Footers" plugin by WPCode
  2. Navigate to Settings → Insert Headers and Footers
  3. In the "Scripts in Header" section, paste either:
    • The standard HTML script: <script async src="https://docaccess.com/docbox.js"></script>
    • Or if HTML is not allowed, use the dynamic JavaScript approach (see Option 2 above)
  4. Click Save

Method 2: Theme Editor

  1. Go to Appearance → Theme Editor
  2. Select header.php
  3. Find the </head> tag
  4. Paste the DocAccess script just before </head>
  5. Click Update File

Video Tutorial: Watch how to install on WordPress

Adding the Helper Script on Drupal

Method 1: Block System (Drupal 8/9/10)

  1. Log in to your Drupal admin panel.
  2. Create a Custom Block:
    • Navigate to Structure → Block layout → Custom block library.
    • Click + Add custom block.
    • Enter a Block description (e.g., "DocAccess Script").
    • In the Body field, paste the following code:
      <script async src="https://docaccess.com/docbox.js"></script>

      Alternative: If the HTML script doesn't work, try using the dynamic JavaScript approach:

      <script> (function() { const docboxScript = document.createElement('script'); docboxScript.src = 'https://docaccess.com/docbox.js'; docboxScript.async = true; document.head.appendChild(docboxScript); })(); </script>
      Drupal block with DocAccess script
    • Select "Full HTML" text format
    • Click Save.
  3. Place the Block in the Header:
    • Go to Structure → Block layout.
    • Find the Header region and click Place block.
    • Select your "DocAccess Script" block and configure visibility as needed.
    • Click Save blocks.
    • DocAccess block placed in header
  4. Clear your site cache to ensure the script loads on all pages.
  5. Test your site to confirm the DocAccess script is active.

Method 2: Theme Template

  1. Access your theme files via FTP or file manager
  2. Open themes/your-theme/templates/html.html.twig
  3. Add the script before </head>
  4. Clear Drupal cache

Method 3: Libraries API

  1. Edit your theme's .libraries.yml file
  2. Add the external script reference
  3. Attach the library globally in your theme
  4. Clear cache

Adding the Helper Script on Streamline

Easy Installation! Streamline sites have built-in support for DocAccess.

  1. Log into your DocAccess dashboard
  2. Navigate to your Sites section
  3. Find your Streamline domain
  4. Toggle the switch to "Enable"
  5. DocAccess will be automatically activated on your Streamline site

Note: No manual code installation needed! The integration is handled automatically through the Streamline platform.

Adding the Helper Script on Granicus/Civica/Vision Internet

Note: These instructions were provided by customers using Granicus. Use caution when updating your site. Some Granicus configurations may require administrator approval for custom scripts. Contact Granicus support for any questions on using their software.

  1. Log into your Granicus CMS.
  2. Go to Configurations → Custom Content.
    For more details, see the Granicus Custom Content documentation.
  3. Click Add Custom Content.
  4. In the Title field, enter DocAccess helper script.
    Set the Type to Regular and select the HTML option.
    Granicus: Add Custom Content - Title, Type, HTML
  5. In the HTML editor, paste the following code:
    <script async src="https://docaccess.com/docbox.js"></script>
    Granicus: Paste script and save
  6. Click Save and Express Publish to make the changes live or just Save, if you're not ready to publish.

Adding the Helper Script on CivicPlus

Platform Note: CivicPlus offers two different website platforms. Choose the instructions that match your system:

Platform Note: Municipal Websites Open (formerly CivicEngage/CivicPlus) is built on Drupal. The recommended way to add the DocAccess helper script is by creating a custom Drupal block and placing it in your site's header. See Drupal instructions for additional details.

  1. Log in to your Municipal Websites Open (CivicPlus) admin panel.
  2. Create a Custom Block:
    • Navigate to Structure → Block layout → Custom block library.
    • Click + Add custom block.
    • Enter a Block description (e.g., "DocAccess Script").
    • In the Body field, paste the following code:
      <script async src="https://docaccess.com/docbox.js"></script>
      Drupal block with DocAccess script
    • Select "Full HTML" text format
    • Click Save.
  3. Place the Block in the Header:
    • Go to Structure → Block layout.
    • Find the Header region and click Place block.
    • Select your "DocAccess Script" block and configure visibility as needed.
    • Click Save blocks.
    • DocAccess block placed in header
  4. Clear your site cache to ensure the script loads on all pages.
  5. Test your site to confirm the DocAccess script is active.

If you do not have full permissions on your site, you may need to contact CivicPlus support or use Google Tag Manager (if installed) to add the helper script yourself. See Google Tag Manager instructions for additional details.

Reference: For detailed instructions with screenshots, see CivicPlus Central documentation on adding custom code.

  1. Log in to your Web Central website. You can add "/admin" to your website's URL to reach the sign-in screen.
  2. Navigate to the page where you want to add the DocAccess script (typically your homepage or a template page that affects all pages).
  3. Ensure that the Live Edit toggle is set to on.
  4. Hover over the footer container and click the Container Inheritance Options button.
    • For site-wide installation: Select Go to Interior - Layout Page option
    • For a specific page only: Select Stop Inheritance option
  5. Select Start With A Copy of the Current Container option.
  6. On the Live Edit Pane, select the Widgets tab.
  7. On the Widgets tab, select the Content tab.
  8. From the Content tab options, click and drag a Custom Html widget to the footer area.
  9. In the Custom Html widget text field, paste the DocAccess script:
    <script async src="https://docaccess.com/docbox.js"></script>

    Alternative: If the HTML script doesn't work, try using the dynamic JavaScript approach:

    <script> (function() { const docboxScript = document.createElement('script'); docboxScript.src = 'https://docaccess.com/docbox.js'; docboxScript.async = true; document.head.appendChild(docboxScript); })(); </script>
  10. Click the Done button on the Custom Html widget.
  11. Click either Save or Save as Copy button:
    • Save: Saves the current changes to the page
    • Save as Copy: Saves the current changes as a new version
  12. Test your site to confirm the DocAccess script is active on all intended pages.

Note: While the script is added to the footer, it will still function correctly for detecting and enabling accessible documents throughout your site. The async loading ensures it doesn't impact page performance.

Adding the Helper Script on Revize

  1. Log into your Revize CMS
  2. Navigate to Settings → Site Settings
  3. Click on Header/Footer Code
  4. In the "Header Code" field, paste the DocAccess script
  5. Save your changes
  6. The script will be active immediately

Tip: Revize CMS typically allows custom scripts without additional approval.

Adding the Helper Script on GoDaddy

Important: GoDaddy Website Builder currently prohibits custom code insertion on their platform. Neither the standard HTML script nor the dynamic JavaScript approach will work.

Available Options:

  1. Contact GoDaddy Support: Request an exception to add custom code to your site
  2. Use Alternative Hosting: Consider migrating to a platform that supports custom code
  3. Free Migration Offer: Contact sales@getstreamline.com for a comparably-priced hosting solution with free migration.

Alternative: See the "Alternatives to Installation" section below for options that don't require code installation.

Adding the Helper Script on Wix

Note: You'll need a paid Wix plan to add custom code.

  1. In your Wix Editor, click Settings (gear icon)
  2. Select Custom Code under "Advanced"
  3. Click + Add Custom Code
  4. Paste one of the following in the code snippet box:
    • Standard HTML: <script async src="https://docaccess.com/docbox.js"></script>
    • Dynamic JavaScript: Use the JavaScript code from Option 2 above
  5. Name it "DocAccess"
  6. Select "Head" for placement
  7. Choose "Load on all pages"
  8. Click Apply

Important: Wix free plans don't support custom code. You'll need to upgrade to a paid plan.

Adding the Helper Script on SquareSpace

Note: Requires a Business plan or higher to add script.

Here's a video: Watch how to add header scripts ("inject code") on SquareSpace

  1. Go to Settings → Advanced → Code Injection
  2. In the "Header" section, paste the DocAccess script
  3. Click Save
  4. The script will be active on all pages immediately

Adding the Helper Script via Google Tag Manager

Great Alternative! If your site already has Google Tag Manager installed, this is an excellent way to add DocAccess without editing your site's code directly.

  1. Log into your Google Tag Manager account
  2. Select your container
  3. Click New Tag
  4. Click Tag Configuration
  5. Choose Custom HTML
  6. Paste the following JavaScript code in the HTML field:
    <script> (function() { const docboxScript = document.createElement('script'); docboxScript.src = 'https://docaccess.com/docbox.js'; docboxScript.async = true; document.head.appendChild(docboxScript); })(); </script>
  7. Click Triggering
  8. Select All Pages
  9. Name your tag "DocAccess Script"
  10. Click Save
  11. Click Submit to publish
  12. Add a version name like "Added DocAccess"
  13. Click Publish

Note: Google Tag Manager requires the dynamic JavaScript approach wrapped in script tags, as shown above.

Tip: This method works for any CMS that has GTM installed, even if direct code editing is restricted.

Adding DocAccess to CivicClerk

Automatic Integration! DocAccess automatically integrates with CivicClerk meeting portals.

An example of how DocAccess links will overlay with the existing CivicClerk document interface

DocAccess automatically detects and enhances PDF documents in your CivicClerk meeting portal. When enabled documents are found:

  • A new "(Accessible)" option appears alongside each PDF document
  • The DocAccess favicon is displayed next to accessible documents
  • Clicking the accessible option opens the document in the DocAccess viewer

Technical Details: DocAccess detects CivicClerk by looking for the CivicClerk embed code on your page. The tenant ID comes from your CivicClerk portal URL.

Example:

If your CivicClerk portal URL is:

https://gardencity.portal.civicclerk.com/

Then your tenant ID is gardencity, and your embed code should look like this:

<div id="clerk-embed-simple"></div> <script>window.clerkEmbedProps = {"tenant": "gardencity"};</script> <script src="https://civicclerkcdn.azureedge.net/publicportal-live/embed.js"></script>

Finding Your Tenant ID: Look at your CivicClerk URL - the tenant ID is the subdomain before .portal.civicclerk.com.

How It Works

  1. Install the DocAccess helper script on your website (see options above)
  2. Add your CivicClerk embed code with the correct tenant ID (as shown in the example above)
  3. DocAccess automatically detects your CivicClerk integration
  4. PDF documents in meeting agendas are analyzed
  5. Accessible versions appear for enabled documents

Note: Only PDF documents that have been processed and enabled in DocAccess will show the accessible option. New documents may take a few minutes to appear.

Adding DocAccess to Apptegy

Contact Apptegy Support: To add the DocAccess helper script to your Apptegy-powered website, you'll need to contact Apptegy support and request they add the script to your site.

What to Request from Apptegy

Send the following message to Apptegy support:

"We would like to add the DocAccess accessibility script to our website. Please add the following script tag to the header of all pages on our site: <script async src="https://docaccess.com/docbox.js"></script> This script helps make our PDF documents accessible to users with disabilities."

DocAccess Features on Apptegy Sites

  • Automatic processing of 5il.co shortened links - DocAccess recognizes and processes Apptegy's shortened document URLs
  • Document Explorer integration - Works seamlessly with Apptegy's document management system
  • PDF accessibility - All PDF documents become accessible when clicked

Examples of Apptegy sites using DocAccess:

Timeline: Once Apptegy adds the script, it typically takes effect within 24 hours. Documents will begin processing automatically.

Google Drive Integration

Automatic Transformation! DocAccess automatically converts Google Drive embedded folders into accessible document interfaces.

Showing Google Drive iframes are automatically converted into accessible links and DocAccess Google Drive navigator

How It Works

When the DocAccess helper script is installed on your website:

  1. Google Drive embedded folder iframes are automatically detected
  2. The iframe is replaced with an accessible DocAccess widget
  3. Users can navigate folders and open documents directly in the DocAccess viewer
  4. All Google Drive document types are supported (PDFs, Docs, Sheets, Slides)

Supported Google Drive URLs

DocAccess processes various Google Drive URL formats:

  • drive.google.com/file/d/FILE_ID/view
  • drive.google.com/open?id=FILE_ID
  • drive.google.com/embeddedfolderview?id=FOLDER_ID
  • docs.google.com/document/d/FILE_ID/edit
  • docs.google.com/spreadsheets/d/FILE_ID/edit (will be supported in the future)
  • docs.google.com/presentation/d/FILE_ID/edit (will be supported in the future)

Features of the Google Drive Widget

  • 📁 Interactive folder navigation with expand/collapse
  • 📄 File type icons for visual identification
  • 🔗 Direct download links converted to accessible format
  • ♿ Full keyboard navigation and screen reader support
  • 📱 Responsive design for all devices without fixed iframe height gap
  • ✨ Automatic DocAccess integration for PDFs

Manual Implementation

To manually add a Google Drive folder widget to your page:

<script src="https://docaccess.com/api/google-drive?url=https://drive.google.com/embeddedfolderview?id=YOUR_FOLDER_ID#list"></script>

Privacy Note: The widget uses the official Google Drive API and includes a default API key for convenience. For high-traffic sites, you may want to use your own API key by adding &apiKey=YOUR_KEY to the script URL.

Google Drive Permissions

Important: DocAccess requires "Anyone on the internet" permission for Google Drive folders due to API limitations.

Why This Limitation Exists

When DocAccess encounters a Google Drive iframe or when you use the DocAccess script tag:

  • It replaces the Google Drive viewer with the DocAccess widget
  • The widget uses the Google Drive API to fetch folder contents
  • Google's API requires full public access when using API keys (without OAuth)
  • ❌ "Anyone with the link" is NOT sufficient
  • ✅ You must use "Anyone on the internet"
How to Set Full Public Access
  1. Open your Google Drive folder
  2. Click the "Share" button
  3. Under "General access", select "Anyone on the internet"
  4. Set the permission level to "Viewer"
  5. Click "Done" to save

Why this limitation exists: The Google Drive API v3 requires full public access when using API keys. This is a Google limitation, not a DocAccess limitation. The embedded viewer works differently because it runs in the browser context.

Alternatives If You Can't Use Full Public Access

If you cannot make your Google Drive folder fully public ("Anyone on the internet"), here are your options:

Option 1: Use Google Drive Without DocAccess Enhancement

If you need to keep "Anyone with the link" permissions:

  • Don't install the DocAccess helper script on pages containing Google Drive iframes
  • Or place the Google Drive iframe on a separate page without the DocAccess script
  • Note: This means you won't get DocAccess accessibility features for these documents
Option 2: Upload Documents Directly to DocAccess

For the best accessibility and control:

  • Upload your documents directly to the DocAccess dashboard
  • Use DocAccess's built-in document management
  • Get direct accessible links for each document
  • No Google Drive permission issues

Converting from YouNeedAWiki to DocAccess

If you're currently using YouNeedAWiki embeds and want to switch to DocAccess for better accessibility features:

Step 1: Extract the Google Drive ID

From a YouNeedAWiki iframe like this:

<iframe src="https://youneedawiki.com/app/page/1MqOY1LE0CAi1umXVI6QvD0-jFPP_81L-?p=1MqOY1LE0CAi1umXVI6QvD0-jFPP_81L-"></iframe>

The Google Drive ID is: 1MqOY1LE0CAi1umXVI6QvD0-jFPP_81L-

Step 2: Replace with DocAccess Embed

Replace the entire iframe with this script tag:

<script src="https://docaccess.com/api/google-drive?url=https://drive.google.com/embeddedfolderview?id=1MqOY1LE0CAi1umXVI6QvD0-jFPP_81L-#list"></script>

Benefits of switching:

  • ✅ Full accessibility compliance with WCAG 2.1 AA standards
  • ✅ Screen reader support and keyboard navigation
  • ✅ Automatic PDF processing and text extraction
  • ✅ Built-in AI assistance for document understanding
  • ✅ No third-party dependencies beyond Google Drive

Alternatives to Adding the Helper Script

If you cannot add the DocAccess script on your website, here are some alternatives:

Create a dedicated page that lists all your accessible documents in one place.

  1. Log into your DocAccess dashboard
  2. Navigate to your domain settings
  3. Use the provided Document List URL
  4. Link to this page from your main website in a conspicuous location

This provides users with a centralized location to access all your accessible documents without requiring the helper script.

Share direct links to specific accessible documents.

  1. Upload your documents to DocAccess
  2. Get the accessible URL for each document
  3. Use these URLs directly in emails, social media, or your website

Each document will have its own accessible URL that works without the script installed.

Send accessible document links via email to stakeholders who need them.

  1. Access your DocAccess dashboard
  2. Select the documents you want to share
  3. Use the "Email Links" feature
  4. Recipients can access documents directly from their email
  5. You can even specify a default language for the document, if needed

Troubleshooting

If you're having trouble with DocAccess, here are some common issues and solutions:

If DocAccess reports the script is not installed:

  • Try inspecting the page yourself by clicking "View Source" in your browser and search for docaccess.com.
  • If you used the dynamic JavaScript approach (Option 2), the script won't appear in the source code but should still work. Check the browser's Developer Console (F12) to see if docbox.js is loaded
  • Check that you've saved/published your changes
  • If you're sure you've added in the right spot, but it's not showing up, try editing content on your homepage. This can reset the page cache and cause it to update.
  • Wait 5-10 minutes for CDN caches to update, if your website uses a CDN.

If clicking on PDFs doesn't open the accessible viewer:

  • Ensure the documents have been uploaded to DocAccess
  • Check that the documents are enabled in your dashboard
  • Verify your domain is correctly configured
  • Try a hard refresh (Ctrl+F5 or Cmd+Shift+R)
  • Check browser console for any JavaScript errors
  • Contact DocAccess support for assistance

If you used the dynamic JavaScript approach (Option 2) and it's not working:

  • Make sure the code is wrapped in <script> tags if required by your platform (e.g., Google Tag Manager)
  • Check for syntax errors - ensure all parentheses and curly braces are properly closed
  • Verify the script URL is exactly: https://docaccess.com/docbox.js
  • Check the browser's Developer Console (F12) for any error messages
  • Some platforms may require the code to be in a specific format - contact support if you need help

If your site seems slower after installation:

  • The DocAccess script loads asynchronously and shouldn't impact page load on your site
  • If large documents are loading slowly, the DocAccess support team can show you some tricks to accelerate loading, including using 'Safe mode' which uses compressed images for the print-friendly version. However, DocAccess generally adapts to performance conditions and should always be snappy. Please report any problems to DocAccess support.
  • Check for conflicts with other JavaScript libraries or browser plugins
  • Contact support if issues persist

If you need to quickly disable DocAccess on a specific page (for example, if it's causing a conflict), you can add a "killswitch" element to that page:

<div id="docaccess-disable-this-page"></div>

This element can be placed anywhere on the page and will prevent DocAccess from loading. It's useful for:

  • Quickly disabling DocAccess while troubleshooting an issue
  • Pages where DocAccess conflicts with other scripts
  • Temporary workaround until a permanent fix is applied

Note: For a permanent solution, you can also exclude specific paths in your DocAccess domain settings. Contact support for help with path exclusions.

Contact Support — 📞 (916) 562-2811

🛟 General Support

support@docaccess.com

Available Mon-Fri, 8am-5pm PST

💻 Accessibility Feedback

feedback@docaccess.com

For technical accessibility feedback

👋 Sales Team

sales@getstreamline.com

For pricing and plan questions

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