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Upload a Pdf file to your Dashboard
  • 01 Jun 2023
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Upload a Pdf file to your Dashboard

  • Updated On 01 Jun 2023
  • 1 Minute To Read
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Article Summary

One of the easiest ways to share your content is through PDF files, which can be read anywhere and on any device. Whatfix enables you to upload your PDF files to the Dashboard and insert them in your Flows, Smart Tips, and other Whatfix content.

Use the following steps to upload a PDF file to your Dashboard:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note

You can view the Create content button only in the Draft stage of the dashboard.

  1. Click Pdf.
    clm_db_content_pdf

  2. On the PDF pop-up, enter the Display Text.
    DB_pdf_display text

  3. Drag and drop the PDF file from your local drive or click Browse to select the PDF file from your local drive/library.

your title goes here
  • The PDF file upload feature is not available for Self Hosted/Export model.
  • Only PDF files that are less than 10 MB in size are currently supported.
  • Up to 100 PDF files can be uploaded per ENT.

  1. Add search keywords and tags to your PDF as required.
    Dashboard_pdf_search keywords and tags

  2. Click Save.
    DB_image_click save

your title goes here

  • You can view the PDF file that you just created on your Dashboard.
    clm_db_pdf_dashboard

  • A link is generated for the PDF file uploaded from your local drive/library. You can find this link inside the PDF content you created on the Dashboard, and then insert it in your Flows, Smart Tips, and other Whatfix content.

  • The PDF file you upload to your Dashboard is stored in the Whatfix cloud.
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