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Customize how content opens from Explorer

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Whatfix enables you to change the content consumption experience for PDFs and links in Explorer. By default, PDFs and links open in a new window in the same position the DAP on OS is located on your screen.

Use the following steps to customize the content consumption experience in Explorer:

  1. On the Whatfix DAP on OS Dashboard, click Style.
    style.png

  2. Click Panel.
    2024-08-12_10-46-39.png

  1. Click Interaction.
    sh_style_interaction.png

Find customization options in the Execute PDFs and Links accordion. Choose between two options:

  • On the same page: Opens in a new window in the selected position.
    sh_style_interaction_pdf_same_page.png

    Choose among the following position options for the new window:

    • Where self help is positioned: Opens in the same position as the Improved Self Help panel.
    • Right align: Opens on the right side of your screen.
    • Left Align: Opens on the left side of your screen.
    • Center Align: Opens in the center of your screen

    Additionally, you can choose the window size by clicking the dropdown below the selected position option.
    sh_pdf_window_size.png

  • On new page: Opens in a new tab.
    sh_style_pdf_new_page.png

Change the content consumption experience for Flows

Choose from the following Flow execution options:

  • On Same Page: Executes the Flow on the same page you clicked the Flow.
  • On New Page: Opens your current page in a new tab and executes the Flow there.
  • As Pop-up: Opens your Flow as a Carousel Pop-up.
  • As Slideshow: Opens your Flow as a slideshow.
    sh_style_execute_flows.png
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