Whatfix enables you to share your Smart Tips as PDFs. Any Smart Tip on the Whatfix Dashboard can be emailed to a customer as an attachment.
If the Smart Tip title includes spaces or any of these special characters —, <, >, :, ", /, |, ?, *, #, %, period (.), and comma (,) then they are replaced with an underscore (_) when content is shared. This prevents errors.
Use the following steps to share a Smart Tip as a PDF:
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On the Whatfix Guidance dashboard, click Content.
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Click Smart-tips.
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Hover over the required Smart Tip, and then click the More icon.
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Click Share.
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Choose the PDF option.
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Click Share.
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Click Next.
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In the Language dropdown, select the language in which you want to share the Smart Tip.
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Enter the recipients' email addresses and description (email body).
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Click Share PDF.
- Emails are sent from the support@whatfix.com address with the subject line —Smart Tips shared by <user_name>.
- By default, Smart Tips can be shared only to people whose email address belongs to your organization's domain. To add additional domains, contact support@whatfix.com.