{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-Guides/guides-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"UI Embedding Guide","siteUrl":"https://docs.moneythumb.com","description":"Learn how to embed the MoneyThumb PDF Insights Webapp in your application to upload and process financial statements and documents.","keywords":["MoneyThumb Insights UI embedding","PDF Insights Integration","PDF Insights Webapp"]},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"ui-embedding-guide","__idx":0},"children":["UI Embedding Guide"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"launching-the-pdf-insights-webapp","__idx":1},"children":["Launching the PDF Insights Webapp"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To run the PDF Insights webapp from a browser, do the following:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Contact ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://www.moneythumb.com/support/"},"children":["MoneyThumb support"]}," to whitelist the domain you'll be using to call the iFrame."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Use the URL ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://online.moneythumb.com/"},"children":["https://online.moneythumb.com/"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Use the URL parameters from the table below."]}]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"width":"30%","data-label":"URL Parameter"},"children":["URL Parameter "]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Description"},"children":["Description"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Required"},"children":["Required"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["ctype"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Product, i.e., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["pdfinsights"]}," or ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["pdfinsightstp"]},"."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"center","attributes":{},"children":["✅"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["token"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Token received from the Authenticate call."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"center","attributes":{},"children":["✅"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["appid"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The value with the loan application ID previously received."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"center","attributes":{},"children":["✅"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["landingName"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The name of the landing URL. The default is ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["SIGNED_SCORECARD"]},". To  get a new landing, use ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["SIGNED_REVIEW"]},"."]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["username"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["User name to display in the upper-right while in webapp."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"center","attributes":{},"children":["✅"]}]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["customerid"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Customer ID to track conversions by that customer."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["css"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Applies the CSS style sheet."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["altlogo"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The URL for an alternate logo. ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["altlogo"]}," must be URL-encoded. For example ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["\\&altlogo=https%3A%2F%2F[http://www.myco.com](http://www.myco.com/)%2Flogos%2Fmylogo.png"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["readOnlyCustomMode"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Opens the application to the convert page and prevents the user from modifying the application. The values for this parameter are ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["true"]}," or ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["false"]},"."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":[]}]}]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"sample-url","__idx":2},"children":["Sample URL"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you set up the URL correctly, it should like the following:"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://insights.moneythumb.com/?ctype=pdfinsights&token=_token_&appid=123&landingName=SIGNED_REVIEW&username=you@yourdomain.com"},"children":["https://online.moneythumb.com/?ctype=pdfinsights"," ","/&token=/",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["token/"]},"/"," ","&appid=123/"," ","&landingName=SIGNED_REVIEW/"," ","&username=you@yourdomain.com"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"responses","__idx":3},"children":["Responses"]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Success Response"},"children":["Success Response"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Error Response"},"children":["Error Response"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":["PDFInsights web app will launch with specified application."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Code 401 if token/appid do not match. Or, if appid does not exist."]}]}]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"iframe-from-the-signed-scorecard-url-endpoint","__idx":4},"children":["IFrame from the Signed Scorecard URL Endpoint"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you only want the end user to view the scorecard, then use the ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["scorecard/signedURL"]}," endpoint. You can retrieve a formatted URL from this endpoint. This hides the header and only shows the scorecard. For details, see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"https://docs.moneythumb.com/api/pdf-insights/api-reference/other/signedurl"},"children":["Retrieve signed scorecard URL"]},"."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"exiting-the-pdfinsights-webapp","__idx":5},"children":["Exiting the PDFInsights Webapp"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["When you click the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Return to CRM"]}," button, the webapp sends a message to the parent window. This message has 2 values:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["appName:"]}," Always MoneyThumb."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["appId:"]},"  The ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["appid"]}," of the loan application."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["⚠️ ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Warning:"]}," Due to the web browser's \"same-origin\" policy, if you open the webapp in another window or iFrame, the webapp won't be able to close the window because it would violate browser security."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"sample-return-from-webapp","__idx":6},"children":["Sample Return from Webapp"]},{"$$mdtype":"Tag","name":"CodeBlock","attributes":{"header":{"controls":{"copy":{}}},"source":"window.addEventListener(\"message\", receiveMessage, false);  \nfunction receiveMessage(event)  \n{  \n    var evdata = event.data;  \n    if (evdata.appName \\== 'MoneyThumb')  \n    {  \n        console.log(\"AppId \" + evdata.appId)  \n        var iframe = document.getElementById(\"iframe\");  \n        iframe.style.display = \"none\";  \n    }\n\n}\n"},"children":[]}]},"headings":[{"value":"UI Embedding Guide","id":"ui-embedding-guide","depth":1},{"value":"Launching the PDF Insights Webapp","id":"launching-the-pdf-insights-webapp","depth":2},{"value":"Sample URL","id":"sample-url","depth":3},{"value":"Responses","id":"responses","depth":3},{"value":"IFrame from the Signed Scorecard URL Endpoint","id":"iframe-from-the-signed-scorecard-url-endpoint","depth":3},{"value":"Exiting the PDFInsights Webapp","id":"exiting-the-pdfinsights-webapp","depth":2},{"value":"Sample Return from Webapp","id":"sample-return-from-webapp","depth":3}],"frontmatter":{"title":"Embed the MoneyThumb PDF Insights UI","seo":{"description":"Learn how to embed the MoneyThumb PDF Insights Webapp in your application to upload and process financial statements and documents.","keywords":["MoneyThumb Insights UI embedding","PDF Insights Integration","PDF Insights Webapp"],"title":"UI Embedding Guide"}},"lastModified":"2026-07-09T17:01:12.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/guides/ui-embedding-guide","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}