--- title: "Add a PDF to Self Help" slug: "add-a-pdf-to-self-help" updated: 2026-05-04T09:31:08Z published: 2026-05-06T11:00:07Z --- > ## 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) 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) 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) 1. Click **Create**. ![sh_click_create](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_click_create.png) 2. Click **PDF**. ![SH_click_pdf.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_click_pdf.png) 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) Note: - Add search keywords to the PDF to make it easy for your end user to search for it in Self Help. - [Add tags](/studio/docs/add-tags-to-content) to your PDF content for easier organization. Info: - If Smart Context is enabled, 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, the global-page tag must be added to display such content in the Self Help widget on your application. To tag content, see [Add Tags to content](/studio/docs/add-tags-to-content). If the tag doesn't work on your account, contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Tagging%20doesn%27t%20work%20on%20my%20account&Body=Hello%20Team%2C%0A%0AI%20want%20to%20use%20Tags%20to%20add%20content%20in%20Self%20Help.%20However%2C%20tagging%20doesn%27t%20work%20on%20my%20account.%20Request%20you%20to%20kindly%20enable%20this%20feature.%20%0A%0AAccount%20information%3A%0A%0AThanks%20and%20regards.). - If your account has multiple Global tags, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, content should be tagged with Global-Page_2. For more information on viewing the Global tags available in your account, see [How can I view the Global tags created in my account?](/studio/docs/how-can-i-view-the-global-tags-created-in-my-account) Note: - If you configure Page tags as Visibility Rules for a Self Help segment, all the static content associated with the Page tag appears in the Self Help widget when the tag is evaluated. In this case, there is no need to 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 with Smart Context enabled, 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 appear in the **Tags** section. Once the tags are generated, delete the flow. 1. Click **Save**. ![db_save_pdf](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_save_pdf.jpg) ## Add an existing PDF to a Self Help segment Whatfix enables you to add an [existing PDF](/studio/docs/upload-pdf-to-your-dashboard) 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 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) 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) 1. Click **Add Content**. ![DB_SH_clickaddcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_SH_clickaddcontent.png) 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) 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) 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) 1. Click **Save**. ![Save_self_help.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Save_self_help.png) ## Related - [Upload a Pdf file to your Dashboard](/upload-pdf-to-your-dashboard.md) - [Create a Self Help Segment](/create-a-self-help-segment.md)