Can we partner with zipBoard or build its review and markup into our product?
Software companies, system integrators and consultancies often want document review and markup inside their own product or their client's systems, without building it from scratch. Examples include a construction platform, a document management system, an ERP rollout or an LMS. zipBoard can be that review layer. This page explains the ways teams work with us.
Ways to work with zipBoard
| If you want to… | Use |
|---|---|
| Send documents from your system for review and pull comments, tasks and approvals back | The zipBoard REST API (projects, files, share links, tasks, comments, replies) |
| Connect without code | Zapier, or built-in integrations with Procore, Jira, Wrike, Slack, Microsoft Teams and Outlook (all integrations) |
| Show zipBoard under your client's brand | Enterprise plans include a custom URL and your logo. See Pricing FAQ. |
| Keep documents in your client's environment or region | Enterprise deployment options, including customer-hosted storage and region-specific or private cloud. See How secure is zipBoard?. |
| Recommend zipBoard to your network | The zipBoard affiliate program |
What do partners typically build?
- A review step inside a document or ERP system: files stay in the system of record, review happens in zipBoard, and review status flows back. See Integration patterns.
- Automatic project setup: a new job or course in your platform creates the matching review project and share links.
- Review data in your dashboards: comments and approvals feed your reporting.
Questions partners usually ask
- Where are documents and annotations stored? In zipBoard's cloud by default, with customer-hosted and regional options for enterprise. See Security.
- How do users sign in? Email/password, Google or Microsoft sign-in, or SSO on Enterprise. See SSO.
- Do external reviewers need licences? No. Guests can review through share links. See Share links.
- What file types can be reviewed? PDFs and drawings, images, video, audio, SCORM/HTML courses and live websites. See Content types.
Talk to us
Email support@zipboard.co with what you're building, your users, and the systems involved. We'll set up a call to work out the right approach.