Add a PDF to Self Help

  • Published on Jul 24, 2025
  • 1 minute(s) read
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Whatfix enables you to add PDF files to Self Help. You can either create a PDF within the Self Help segment or add an existing PDF to the Self Help segment.

Create a PDF within a Self Help Segment

Use the following steps to create a PDF within a Self Help segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Self Help.
    ia_left_nav_self_help

  3. Go to the required Self Help segment and then click the Edit icon.
    ia_self_help_edit

  1. Click Create.
    sh_click_create

  2. Click PDF.
    SH_click_pdf.png

  3. Enter the Title and upload the PDF or insert the PDF Link.
    SH_Pdf_title_link.png

Note:
  • Add search keywords to the PDF to make it easy for your end user to search for it in Self Help.
  • Add tags to your PDF content for easier organization.
  1. Click Save PDF.
    db_save_pdf

Add an existing PDF to a Self Help segment

Whatfix enables you to add an existing PDF to your Self Help segment.

Use the following steps to add an existing PDF to a Self Help segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Self Help.
    ia_left_nav_self_help

  3. Go to the required Self Help segment and then click the Edit icon.
    ia_self_help_edit

  1. Click Add Content.
    DB_SH_clickaddcontent

  2. Filter the content using the Filter option. From the dropdown, select PDF.
    clm_sh_select_PDF

  3. Select the required PDF, and then click Okay.
    RB_DB_SELFHELP_click save

Note:

The existing PDF is added to your Self Help segment.
clm_sh_pdf_pdf added

  1. Click Save.
    Save_self_help.png