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Embedding Figma Designs Into Your Client Portal

Connor BearsePublished

Figma has become a go-to tool for designers and developers due to its real-time collaboration features and intuitive interface.

It allows teams to create, share, and iterate on designs quickly, ensuring everyone is on the same page.

One issue that we see come up though… sharing Figma links with non-techy clients can get muddy really fast.

That’s why we suggest integrating your Figma deliverables into your Sydnee client portal.

The Benefits of Embedding Figma Wireframes

  1. Centralized Communication: With Figma wireframes embedded in your Sydnee Client Portal, all project-related materials are in one place. Clients no longer need to switch between different platforms to view designs and provide feedback. This streamlines communication and reduces the chances of miscommunication.
  2. Real-Time Collaboration: Figma’s real-time collaboration capabilities are enhanced within Sydnee Client Portals. Team members and clients can view updates as they happen, ensuring everyone is always looking at the most current version of the design.
  3. Improved Client Experience: Clients can easily access and interact with wireframes directly within the portal. This convenience enhances their experience and makes them feel more involved in the project, fostering stronger client relationships.
  4. A Consistent Portal Destination: The embedded Figma page sits beside Tasks, Files, and other available portal pages. It does not automatically link Figma objects to Sydnee records or synchronize data between Figma and Sydnee.

How to Embed Figma Wireframes in Sydnee Client Portals

Embedding Figma wireframes in your Sydnee Client Portal is a straightforward process. Follow these simple steps to get started:

  1. Generate the Embed Code in Figma:
    • Open your wireframe in Figma.
    • Click on the “Share” button in the top-right corner.
    • Select “Embed” and copy the generated HTML code.
  2. Add the Embed Code to Your Sydnee Client Portal:
    • Navigate to the relevant account within your Sydnee Client Portal.
    • Click the plus icon in the navigation menu
    • Click on “Figma”
    • Title the navigation
    • Paste the Figma embedded code
  3. Save and View:
    • Save your changes and view the embedded wireframe directly within the portal. Clients and team members can now interact with the wireframe without leaving the Sydnee Client Portal.

Updating The Figma Embed

Open the embedded Figma page and select Edit Page to update its title, description, embed code, sizing, colors, or account availability. To change its position in portal navigation, use the page’s Reorder action. Sydnee controls the portal page, while Figma continues to control its own sharing permissions, authentication, cookies, and data.

In this area you can:

  • Update the title that shows up on the page and in the navigation
  • Update or change the embed code
  • Make this “Global”, which means it will show up for all your accounts

Time to Share!

Before sharing the page, follow the custom portal page guide, sign in with a test portal identity, and confirm that Figma grants that person the intended view.

Conclusion

Embedding Figma wireframes into Sydnee Client Portals is a game-changer for design and development teams. It enhances collaboration, centralizes communication, and improves the overall client experience.

By integrating these two powerful tools, you can ensure your projects run smoothly and efficiently, delivering exceptional results to your clients.

Ready to take your client collaboration to the next level?

Start embedding Figma wireframes in your Sydnee Client Portal today and experience the difference it makes in your project workflow.

For more tips and updates on optimizing your client portals, stay tuned and feel free to reach out to our support team with any questions.

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    Patrick Benske, Benske Agency, Founder
    Patrick Benske
    Benske Agency, Founder
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    Co-found Council of Marketers
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    Michael Rapino
    HoneyQuill Agency, Founder
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    Laura McDermott, Owner
    Mcdermott Law Firm, PLLC