Add a PDF to Self Help

Whatfix enables you to add PDF files to Self Help. You can either create a PDF within the Self Help segment or add an existing PDF to the Self Help segment.

Create a PDF within a Self Help Segment

Use the following steps to create a PDF within a Self Help segment:

4. Click Create.
   

5. Click PDF.
   

6. Enter the Title and upload the PDF or insert the PDF Link.
   

   Note

   • You can add search keywords to the PDF to make it easy for your end user to search for it in Self Help.
   • You can also add tags to your PDF content.
   Info

   If you have enabled Smart Context, all content created on your application is auto-tagged. However, if static content (articles, videos, and links) is not created on your application using studio, you must add the global-page tag to display such content in the Self Help widget on your application. To tag content, see Add Tags to content.
   If the tag doesn't work on your account, contact support@whatfix.com.

   Note

   • If you configure Page tags as Visibility Rules for a Self Help segment, then all the static content associated with the Page tag appears in the Self Help widget when the tag is evaluated. In this case, you need not add global-page tag or Auto tags to the static content created using the dashboard.
   • If your account is smart context enabled, and while creating content you cannot add any tags, then you need to first create a Flow and save it in your dashboard. Ensure that this Flow is not pushed to the Production stage. Creating a Flow generates Auto tags that can be added to the desired content. These Auto tags are seen in the Tags section. Once the tags are generated, you can delete the flow.

7. Click Save Pdf.
   

Add an existing PDF to a Self Help segment

You can also add an existing PDF to your Self Help segment.

Use the following steps to add an existing PDF to a Self Help segment:

4. Click Add Content.
   

5. Filter the content using the Filter option. From the dropdown, select PDF.
   

6. Click Okay.
   

   Note

   The existing PDF is added to your Self Help segment.
   

7. To save the segment, click Save.