Display a client-hosted document to recipients inside the Digital Payment Center during the disbursement flow — configured with an AWS S3 pre-signed URL and CORS. Available for Notify — Classic and Notify — Managed Parties.
Embedded Documents lets you present a document you host — for example, an explanation of benefits, a policy summary, or terms — to the recipient inside the Digital Payment Center (DPC). The document renders early in the acceptance flow, before the recipient selects how they want to receive their disbursement, and remains accessible from the payment confirmation screen.The mechanism is the same for Notify — Classic and Notify — Managed Parties: you host a single document, generate a time-limited pre-signed URL, and configure CORS so Ingo hosts can load it. Ingo enables the service and places the document at a fixed point in the flow.
This feature displays a document only. It does not capture or report recipient acknowledgement or consent, and it does not provide e-signature or document generation. If you need proof of acknowledgement, that is a separate requirement — talk to your Integration Manager.
Host the document in an AWS S3 bucket and generate a single time-limited pre-signed URL. You control the link’s lifetime at generation time.
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Configure CORS
Add the Ingo host URLs to your bucket’s CORS AllowedOrigins list (GET method) so Ingo can load the document.
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Ingo enables the service
Provide Ingo the hosted URL and your chosen display presentation. Ingo enables the Embedded Document service on your Notify configuration and places the document at the fixed point in the flow.
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The recipient sees the document
At disbursement time the recipient is shown the document early in the flow, then proceeds to select their payment method. The document is also reachable from the payment confirmation screen.
Host the document, generate the pre-signed URL, combine multiple documents into one file, set link expiration to meet or exceed your payment expiration window, and add Ingo hosts to CORS AllowedOrigins.
Ingo's responsibility
Provide the exact Ingo host URLs for whitelisting, confirm your payment expiration window, enable the Embedded Document service, place the document at the fixed flow position, and configure your selected display presentation.
Placement in the flow is fixed and not configurable. You choose the display presentation (below); you do not choose where in the flow the document appears.
The feature renders one hosted URL. To display multiple documents, combine them into a single file (for example, one PDF) and provide Ingo with one hosted URL.
AWS S3 is the only validated hosting path. A non-AWS solution must support time-limited pre-signed URLs and a CORS-equivalent origin allowlist; supporting it may require additional Ingo assessment before it can be enabled. Confirm your hosting solution with your Integration Manager early.
Align link expiration with your payment expiration window. The S3 link expiration (which you own) must meet or exceed the payment expiration window (a configuration Ingo holds for you). If the link expires before the payment does, a recipient who returns later will not be able to view the document. Confirm your payment expiration window with your Integration Manager and set your link lifetime — and any refresh approach — to match or exceed it.
CORS lets a web application loaded on one domain (your Ingo Money host) load a resource from another domain (your S3 bucket). To display your document, your Ingo hosts must be whitelisted in the bucket’s CORS configuration in the S3 Permissions console.Add the Ingo host URLs to the AllowedOrigins array, each in quotes and comma-separated, with GET in AllowedMethods:
Request your exact Ingo host URLs (sandbox and production) from your Integration Manager. Whitelist the sandbox hosts for UAT and the production hosts before go-live. See the AWS CORS configuration examples.
Two display presentations are available. You choose one; placement in the flow is fixed regardless of the option.
Full Window (default)
The default mode. The document is hosted in a frame with controls to toggle between pages, download, print, and more.
Full Window presentation
In-Line
Displays all pages of the document in a vertical layout on the page.
In-Line presentation
Screenshots are illustrative using sample content; your recipients see your branded Digital Payment Center and your hosted document.
Some browser components, such as ad blockers, can interfere with document display. If a recipient reports a blank or missing document, an extension is a likely cause.
Regardless of the display presentation, the document is also reachable from the payment confirmation screen as a labeled link, so recipients can revisit it after completing their selection.
Document accessible from the payment confirmation screen
During UAT, validate that the document renders at the correct step before payment-method selection, across your entry points (email, SMS, and web). Confirm the pre-signed link resolves, CORS is correctly configured, link-expiry behavior matches your payment expiration window, and the selected display presentation renders as expected. Your Integration Manager provides a test plan and validation support.
