Tristar Physical Therapy
Put the design system on SharePoint
A step-by-step guide to embedding these pages for staff to use & reference
for IT / site owners
SharePoint Online (M365)
IT & site-owner guide

Get this design system live on SharePoint.

Every deliverable here is a self-contained HTML page — the Codebase Atlas, the Referral Dashboard, the HubSpot guide, all the print pieces. This walks you through getting them onto your company SharePoint as living, clickable pages your staff can open and reference, ranked from easiest to most polished. The short version: bundle a page → host it → drop it into a SharePoint Embed web part.

01

Before you start

Two things decide which path you can use: whether these pages need to stay interactive (the dashboard's charts, filters, side-nav, the QR links) and what your Microsoft 365 tenant allows.

What you'll need

  • Edit rights on the SharePoint site where the page will live (Site Owner or Member).
  • A way to host an HTML file at an https:// URL — see Step B for free options.
  • For the smoothest path: a quick word with whoever administers your Microsoft 365 / SharePoint tenant (they may need to allow your hosting domain to be embedded).

The one SharePoint gotcha

SharePoint Online will not render a raw .html file uploaded to a document library — for security it forces a download instead. That's why every interactive method below hosts the page elsewhere and embeds it by URL. The only no-hosting option is to convert a page to PDF (Method 7).

02

Pick your method

Four ways in. Most teams should use Method 1 — it keeps the pages fully interactive and is a one-time setup. Pick based on how much you can host and whether you have a developer.

Recommended

1 · Embed web part

host once, embed by URL
Medium setupMay need admin

Host the bundled page, paste its URL into SharePoint's Embed web part. Stays fully interactive.

● Fully interactive

2 · Link from nav

simplest, opens in new tab
Easy

Host the page, then add a normal link in the site's navigation or a Quick Links web part. Opens full-screen.

● Fully interactive

3 · PDF + File Viewer

no hosting at all
Easy

Export a page to PDF, upload to a library, show it inline with the File Viewer web part.

○ Static snapshot

4 · SPFx web part

fully native, dynamic
DeveloperNeeds admin

Package the system as a real SharePoint web part deployed to your app catalog. Most integrated.

● Fully interactive
Interactive vs. static: the Atlas, dashboard and guides rely on JavaScript (charts, filters, tabs, scan-to-schedule links). Methods 1, 2 and 4 keep all of that working. Method 3 (PDF) is a frozen picture — fine for the print handouts, not for the dashboard.
03

Step A — bundle a page into one file

Before hosting, each page should be a single self-contained file with its fonts, logos, QR codes and scripts baked in — so it works anywhere with no broken links. Several pages here already have bundled versions.

  1. Ask for the bundled (standalone) version of the page. Just say "give me a standalone version of the Codebase Atlas for hosting." You'll get one .html file with everything inlined.This is the version to host — not the working file, which references separate font/image files.
  2. Save it somewhere you can find it, e.g. Tristar-Atlas-standalone.html. Double-click to confirm it opens correctly in your browser offline.
  3. Repeat for each page you want on SharePoint — the Atlas, Referral Dashboard, HubSpot Guide, etc. Each becomes one portable file.
Tip: bundle the Codebase Atlas first — it already links to the dashboard, data-flow and migration views internally, so one embed can give staff the whole set behind a single tab bar.
04

Step B — host the file at a URL

SharePoint embeds by web address, so the bundled file needs to live at an https:// URL. Any of these work — all have free tiers and serve a single HTML file fine.

Azure Static Web Apps

Free tier

Best fit for a Microsoft shop — same tenant, same login, custom domain. Drag-drop or deploy from a repo.

SharePoint “Site Assets”

Already included

Upload the file to the site's Site Assets library and use its direct URL. Works for embedding even though browsing to it downloads — see the note below.

Netlify / GitHub Pages

Free

Drag the file onto Netlify, or commit to a GitHub Pages repo. Instant public https URL. Good if Azure isn't available to you.

About the Site Assets trick: a file in Site Assets has a real URL you can put in an Embed web part, and because it's the same SharePoint domain it's already trusted. If the embed shows a download prompt instead of the page, fall back to Azure/Netlify — those always render inline.
Whichever you pick, copy the file's full https:// URL when it's live — you'll paste it in the next step. Test it by opening that URL in a private browser window; you should see the page, not a download.
05

Step C — embed it in a SharePoint page

This is the payoff. You'll add an Embed web part to a modern SharePoint page and point it at your hosted URL.

  1. Go to the SharePoint site → open or create a page → click Edit (top right).
  2. Hover between sections, click the circled + to add a web part, and choose Embed.If you don't see "Embed," see the troubleshooting note about the embed allow-list.
  3. In the Embed box, paste your hosted URL (from Step B). It previews instantly.
  4. For a taller, scroll-free view, paste the iframe snippet below instead of the bare URL and set a height that fits the page (the Atlas and dashboard like ~1400).
  5. Click Republish. Staff with site access can now open and use the page right inside SharePoint.
<iframe src="https://YOUR-HOST/Tristar-Atlas-standalone.html"
        width="100%" height="1400" style="border:0;"
        title="Tristar PT Design System"></iframe>
If the Embed web part says "this site can't be embedded": your hosting domain isn't on SharePoint's allow-list. A SharePoint admin adds it in the SharePoint admin center → embed/iframe allow-list settings. Domains hosted in your own Microsoft tenant (Azure, Site Assets) are usually trusted already; outside hosts (Netlify, GitHub) typically need to be added once.
06

Build a one-stop staff hub page

Rather than embedding each page separately, give staff a single "Design System & Resources" SharePoint page that links everything. Cleaner to maintain and easier to find.

  1. Create a new SharePoint page titled Design System & Resources.
  2. Add a Hero or Quick Links web part with a tile for each resource — Codebase Atlas, Referral Dashboard, HubSpot How-To, Brand & Print pieces.
  3. Point each tile at either the embedded page (Method 1) or the hosted URL directly (Method 2 — opens full-screen).
  4. Add the page to the site's left navigation so it's one click from anywhere.
  5. Optionally embed the Codebase Atlas right on this hub — its built-in tab bar already covers Overview, Architecture, Modules, Migration and Analytics.
Tip: set the hub page as the site's home page if this system is the main thing staff come here for.
07

No-hosting fallback — PDF + File Viewer

If you can't host anything, you can still show pages inline in SharePoint as PDFs. Best for the static print pieces (one-pagers, drop kits); not for the interactive dashboard.

  1. Export the page to PDF. Say "save the Referral One-Pager as a PDF" and you'll get a print-ready file.
  2. In SharePoint, upload the PDF to a document library (e.g. Documents or a dedicated Resources library).
  3. On a page, add the File Viewer web part and select the PDF — it renders inline, scrollable, no download needed.
  4. PDFs are also fully searchable in SharePoint and easy for staff to download or print.
Trade-off: a PDF is a frozen snapshot — links still work but charts, filters and tabs don't. Use this only for pages meant to be read, not operated.
08

Fully native — the SPFx web part

The most integrated option, for when you have a developer. The SharePoint Framework (SPFx) wraps the system as a real, first-class web part — no iframe, no external hosting, deployed through your tenant's app catalog.

Roughly what's involved

  • Install the SPFx toolchain (Node.js, yo, @microsoft/generator-sharepoint).
  • Scaffold a web part and drop the design-system markup/scripts into it.
  • Bundle & package to a .sppkg file.
  • A SharePoint admin uploads it to the tenant app catalog and approves it.
  • It then appears in the web-part picker like any built-in part.

When it's worth it

Choose SPFx if this system becomes central to daily work and you want it to look and behave exactly like native SharePoint — no external hosting to maintain, full control over permissions, and the ability to pull in live SharePoint data later. For most teams, Method 1 (Embed) delivers 90% of this with a fraction of the effort — start there and graduate to SPFx only if you outgrow it.

09

Keeping it updated

The big advantage of the hosted-embed approach: update once, everywhere updates.

  • Embed / link methods: when a page changes, re-bundle it and replace the file at the same URL. Every SharePoint page embedding it shows the new version automatically — nothing to re-do in SharePoint.
  • PDF method: re-export and upload over the old file (keep the same name) so the File Viewer picks it up.
  • Keep your standalone files in one folder (or a SharePoint Resources library) so there's a single source of truth for what's live.
  • Note the date on each page when you publish a refresh, so staff know they're looking at current info.
10

Troubleshooting

The handful of things that trip people up, and the fix for each.

The Embed web part says "this website can't be embedded"
Your hosting domain isn't trusted yet. A SharePoint admin adds it to the embed/iframe allow-list in the SharePoint admin center. Files hosted inside your own Microsoft tenant (Azure Static Web Apps, Site Assets) are usually already allowed; outside hosts like Netlify or GitHub Pages typically need adding once.
I uploaded the .html file but it just downloads
Expected — SharePoint won't render raw HTML inline for security. Don't link staff to the file directly; instead host it (Step B) and use the Embed web part by URL (Step C), or convert to PDF (Method 7).
The embedded page is cut off or has a scrollbar
Increase the iframe height in the snippet (try 14002000) until it fits without an inner scrollbar. Tall pages like the Atlas and dashboard need a generous height.
Fonts or the logo look wrong when embedded
You likely hosted the working file instead of the bundled standalone version. Re-do Step A — the standalone file has fonts, logos and QR codes inlined so nothing depends on the original folder.
Can staff edit the page, or just view it?
View only — an embedded page is read/interact, not edit. To change content you update the source file and re-host (Step 9). SharePoint permissions still control who can open the SharePoint page it lives on.
Does this work in Teams too?
Yes. Any SharePoint page you build can be added as a tab in a Teams channel (Add a tab → SharePoint, or Website → paste the page URL), so the same resource shows up where staff already work.