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:

On the Whatfix Guidance dashboard, click Widgets.
Click Self Help.
Go to the required Self Help segment and then click the Edit icon.

Click Create.
Click PDF.
Enter the Title and upload the PDF or insert the PDF Link.

Note

Add search keywords to the PDF to make it easy for your end users to search for it in Self Help.
Add tags to your PDF content for easier organization.

Info

If you have enabled Smart Context, all content created on your application is auto-tagged. However, if static content (articles, videos, and links) is not created on your application using Studio, you must add the global-page tag to display such content in the Self Help widget on your application. To tag content, see Add Tags to content.
If the tag doesn't work on your account, contact support@whatfix.com.

Note

If you configure Page tags as Visibility Rules for a Self Help segment, then all the static content associated with the Page tag appears in the Self Help widget when the tag is evaluated. In this case, you need not add global-page tag or Auto tags to the static content created using the dashboard.
If you cannot add tags while creating content in an account that has Smart Context enabled, you need to first create a Flow and save it in your dashboard. Ensure that this Flow is not pushed to the Production stage. Creating a Flow generates Auto tags that can be added to the desired content. These Auto tags are seen in the Tags section. Once the tags are generated, you can delete the flow.