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Upload Pdf files to your Dashboard
  • 13 Jul 2022
  • 1 Minute To Read
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Upload Pdf files to your Dashboard

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    Light
  • PDF

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

Use the following steps to upload a PDF to your Dashboard,

  1. On the Whatfix Dashboard, in the left pane, click All Content.
    Dashboard_All content

  2. On the top right, click the Create button, and then click Pdf.
    DB_Pdf_click pdf

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

  4. 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 that you just created on your Dashboard.
    Dashboard_pdf_view pdf on db

  • A link is generated for the PDF 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 you upload to your Dashboard is stored in the Whatfix cloud.

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