Whatfix enables you to share your Flows as PDFs. Any Flow on the Whatfix Dashboard can be emailed to a customer as an attachment.
Info:
- If the Flow title includes spaces or any special characters such as —, <, >, :, ", /, |, ?, *, #, %, period (.), and comma (,), they are replaced with an underscore (_) when content is shared to prevent errors.
- Whatfix enables you to customize a PDF template by adding your company logo, and including or removing the header and footer section. For more information see, Customize a PDF template.
Use the following steps to share a Flow as a PDF:
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Select the required Flows.
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Click Share.
Note:
You can share up to 10 Flows at a time.
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Click PDF.
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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 Flows.
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Enter the recipients' email address and description (email body).
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Click Share PDF.
Note:
- Emails are sent from the support@whatfix.com address with the subject line —Flows shared by <user_name>.
- By default, Flows can be shared only to people whose email address belongs to your organization's domain. To add additional domains, contact support@whatfix.com.