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Sharing Flows as PDF
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Sharing Flows as PDF

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Whatfix allows you to share a PDF of any Flow as an email attachment from the Whatfix dashboard.

Note
  • Only Flows can be shared as PDFs.
  • Emails are sent from support@whatfix.com address with the subject line—Walkthroughs shared by <user_name >
  • By default, these email can only be sent to email addresses that belong to your own domain. To include additional domains, (for example if you would like to email this to a customer) contact us at support@whatfix.com.
your title goes here

If the Flow title includes spaces or any of these special characters (<,>,:,",/,|,,?,*,#,%,\s,\n,.), then they are replaced with an underscore (_) when the flow is downloaded as a PDF or a Video. Special characters cause conflicts at the code level and converting them ensures there are fewer download failures.

To share the Flow as a PDF,

In Grid View

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Hover over the content and select the Flow(s) you want to share using the circular checkbox at the top-right corner of each tile. To bulk share Flows, select multiple contents using the checkbox.
select_flows_pdf.png

You can share up to 10 flows at a time.

3. Click Share.
click_share_after_selec_pdf.png
4. In the popup, if you're using multiple languages then select the language you want to share the PDF in using the language drop-down.
select_lang_share_pdf.png
5. Enter the recipients' email addresses and description (email body). 
desc_share_pdf.png
6. Click Share.
share_button_last_pdf.png

In List View

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Click the Filter icon and select the Content Type as Flows.
filter_content_type_flow
3. Click Apply.
list_view_filter_apply
4. Select the Flows you want to share using the checkbox. To bulk share Flows, select multiple contents using the checkbox.
list_view_select_flows_checkbox

You can share up to 10 Flows at a time.

5. Click the Share PDF icon.
list_view_share_pdf_icon
6. In the popup, if you're using multiple languages then select the language you want to share the PDF in using the language drop-down.
list_view_share_pdf_lang_select
7. Enter the recipients' email addresses and description (email body).
list_view_desc_share_pdf
8. Click Share.
list_view_share_button_last_pdf

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