Customize a PDF template

  • Updated On Mar 21, 2025
  • 1 minute(s) read
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Whatfix enables customization of the PDF template used for generating PDF output from a Flow. Customize the company logo, include or remove the header and footer sections, and choose between portrait or classic designs for the PDF.

Use the following steps to customize a PDF template:

  1. On the Whatfix Guidance dashboard, click Style.
    ia_left%20nav_style

  2. Click Flows.
    ia_style_flows

  1. Go to the PDF tab to perform the following customizations.
    DB_Style_Flows_PDF.png

  • Choose one of the options for the PDF export.

    • Classic - One step in a page
    • Portrait - Up to eight steps in a page
      DB_Flows_PDF_classic_portrait.png

  • Enable the Header toggle. Once enabled, add your company logo, configure the size, and the header content.
    DB_Flows_PDF_headertoggle.png

Note:

The dimension of the image added to the header can vary, but the logo height cannot exceed 30 pixels.

  • Enable the Footer toggle to add footer content.
    DB_Flows_PDF_Footer.png

  • Set the Number of steps per page.
    DB_Flows_PDF_No.ofsteps.png

Note:
  • You can set the number of Flow steps per page only for the Portrait mode.
  • Each page can have up to eight Flow steps.
  • It is recommended to have not more than 5 Flow steps per page.
  • When you change the number of Flow steps per page, a preview of the steps appear in the PDF on the left side.
  1. Click Save.
    DB_Flows_PDF_savebutton.png
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