Customize a PDF template
- 27 Nov 2023
- 1 Minute To Read
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Customize a PDF template
- Updated On 27 Nov 2023
- 1 Minute To Read
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Print
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PDF
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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:
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On the Whatfix Guidance dashboard, click Style.
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Click Flows.
- Go to the PDF tab to perform the following customizations.
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Choose one of the options for the PDF export.
- Classic - One step in a page
- Portrait - Up to eight steps in a page
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Enable the Header toggle. Once enabled, you can add your company logo, configure the size, and the header content.
Note:
The dimension of the image added to the header can vary, but the logo height can not exceed 30 pixels.
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Enable the Footer toggle to add footer content.
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Set the Number of steps per page.
your title goes here
- You can set the number of Flow steps per page only for the Portrait mode.
- Each page can have up to eight Flow steps.
- It is recommended to have not more than 5 Flow steps per page.
- When you change the number of Flow steps per page on the right side, you can see a preview of how the steps will appear in the PDF on the left side.
- Click Save.
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