---
title: "Add a PDF to Self Help"
slug: "clone-add-a-pdf-to-self-help"
updated: 2026-08-10T05:06:42Z
published: 2026-08-10T05:06:42Z
canonical: "support.whatfix.com/clone-add-a-pdf-to-self-help"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a PDF to Self Help

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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
2. Click **Self Help**. ![ia_left_nav_self_help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_self_help.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
3. Go to the required Self Help segment and then click the **Edit** icon. ![ia_self_help_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_self_help_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)

1. Click **Create**. ![sh_click_create](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_click_create.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
2. Click **PDF**. ![SH_click_pdf.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_click_pdf.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
3. Enter the **Title** and upload the PDF or insert the **PDF Link**. ![SH_Pdf_title_link.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Pdf_title_link.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)

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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_save_pdf.jpg?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)

## 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](/desktop/docs/upload-pdf-to-your-dashboard) to a Self Help segment:

1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
2. Click **Self Help**. ![ia_left_nav_self_help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_self_help.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
3. Go to the required Self Help segment and then click the **Edit** icon. ![ia_self_help_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_self_help_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)

1. Click **Add Content**. ![DB_SH_clickaddcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_SH_clickaddcontent.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
2. Filter the content using the Filter option. From the dropdown, select **PDF**. ![clm_sh_select_PDF](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_sh_select_PDF.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)
3. Select the required PDF, and then click **Okay**. ![RB_DB_SELFHELP_click save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SELFHELP_click%20save.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)

Note:

The existing PDF is added to your Self Help segment. ![clm_sh_pdf_pdf added](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_sh_pdf_pdf%20added.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)

1. Click **Save**. ![Save_self_help.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Save_self_help.png?sv=2026-02-06&spr=https&st=2026-11-12T09%3A03%3A39Z&se=2026-11-12T10%3A03%3A39Z&sr=c&sp=r&sig=B%2Fs5Mc6VbgPMIJ3eVgFYv2CQgArovA9Q2oqUExELcQU%3D)