---
title: "Upload a Pdf file to your Dashboard"
slug: "upload-pdf-to-your-dashboard"
updated: 2026-05-04T09:28:02Z
published: 2026-05-06T11:00:07Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload a Pdf file to your Dashboard

Whatfix enables you to upload PDF files to the Dashboard and insert them in 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png)
2. Click **All content**. ![ia_dashboard_left_nav_all_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nav_all_content.png)
3. Click **Create Content**. ![CLM_DB_CreateContent.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateContent.png)

          Note:

          

To view the content that you just created, go to the **Draft Stage** of the Dashboard.

1. Click **PDF**. ![db_click_pdf](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_click_pdf.jpg)
2. On the **PDF** pop-up, enter the **Title**. ![db_pdf_title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_pdf_title.jpg)
3. **Drag and drop** the PDF file from your local drive, or click **Browse** to select the PDF file from your local drive or library, or paste the PDF file as a link. ![db_browse_paste_pdf](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_browse_paste_pdf.jpg)

Note:

- **Drag and drop** or **Browse** option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content).
- Only PDF files that are less than 10 MB in size are currently supported.
- Up to 2000 PDF files can be uploaded per ENT.

1. Add search keywords under **Keywords** and tags under **Tag**  to your PDF as required.  

![db_pdf_tags_keywords](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_pdf_tags_keywords.jpg)

          Note:

          

If your account has multiple Global tags, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, content should be tagged with Global-Page_2. For more information on viewing the Global tags available in your account, see [How can I view the Global tags created in my account?](/studio/docs/how-can-i-view-the-global-tags-created-in-my-account)

1. Click **Save**.  

![db_save_pdf](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_save_pdf.jpg)

Note:

- To view the PDF file that you just created, go to your Dashboard. ![db_pdf_on_dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_pdf_on_dashboard.jpg)
- A link is generated for the PDF file uploaded from your local drive or library. You can find this link inside the PDF content you created on the Dashboard. Insert the link in Flows, Smart Tips, and other Whatfix content based on your requirements.
- Based on your hosting preference, the PDF file you upload to your Dashboard is stored on those specific servers; Whatfix cloud (Whatfix CDN servers), Self-hosted (for example, Amazon Web Services (AWS), Google Cloud Platform (GCP) or Microsoft Azure), and On-premise (private and internally-owned servers).

## Related

- [Best Practices](/bestpractices.md)