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Customize a PDF template
  • 12 Jan 2024
  • 1 Minute To Read
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Contents

Customize a PDF template

  • Updated On 12 Jan 2024
  • 1 Minute To Read
  • Print
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  • PDF
Article Summary

Whatfix enables you to customize the PDF template used when generating PDF output from a Flow. You can add your company logo, include or remove the header and footer section, and choose whether to use a portrait or classic design of the PDF.

Use the following steps to customize the PDF template:

  1. On the Whatfix Guidance dashboard, click Style.
    ia_left%20nav_style

  2. Click Flows.
    ia_style_flows

  1. Go to the PDF tab to perform the following customizations.
    Studio_Dashboard_PDFtab

  • Choose one of the options for the PDF export.

    • Classic: One step in a page
    • Portrait: Three steps in a page
      Studio_Dashboard_PDFtype

  • Enable the Header toggle. Once enabled, you can add your company logo, configure the size, and the header content.
    Studio_Dashboard_EnableHeader

Note:

The dimension of the image added to the header can vary, but the logo height cannot exceed 30 pixels.

  • Enable the Footer toggle to add footer content.
    Studio_Dashboard_EnableFooter
  1. Click Save.
    Studio_Dashboard_SavePDFConfig
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