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Share Flows as PDF
  • 03 Apr 2024
  • 1 Minute To Read
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Share Flows as PDF

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    Light
  • PDF

Article summary

Whatfix enables you to share your Flows as PDFs. Any Flow on the Whatfix Dashboard can be emailed to a customer and as an attachment.

Info:
  • If the Flow title includes spaces or any of these special characters , <, >, :, ", /, |, ?, *, #, %, period (.), and comma (,) then they are replaced with an underscore (_) when content is shared. This prevents errors.
  • Whatfix enables you to customize a PDF template by adding your company logo, and including or removing the header and footer section. For more information see, Customize a PDF template.

Use the following steps to share a Flow as a PDF:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Select the required Flows.
    CLM_DB_Select_Flow_Checkbox

  4. Click Share.
    clm_db_share

Note:

You can share up to 10 Flows at a time.

  1. Choose the PDF option.
    clm_multiformat_pdf

  2. Click Share.
    clm_pdf_share

  3. Click Next.
    clm_multiformat_pdf_next

  4. In the Language dropdown, select the language in which you want to share the Flows.
    clm_pdf_share_lang

  5. Enter the recipients' email addresses and description (email body).
    clm_pdf_share_email address

  6. Click Share PDF.
    clm_pdf_share pdf

Note:
  • Emails are sent from the support@whatfix.com address with the subject line —Flows shared by <user_name>.
  • By default, Flows can be shared only to people whose email address belongs to your organization's domain. To add additional domains, contact support@whatfix.com.

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