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Upload a Pdf file to your Dashboard
  • 10 Jun 2024
  • 1 Minute To Read
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Contents

Upload a Pdf file to your Dashboard

  • Updated On 10 Jun 2024
  • 1 Minute To Read
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Article summary

One of the easiest ways to share your content is through PDF files, which can be read anywhere and on any device. Whatfix enables you to upload your PDF files to the Dashboard and insert them in your 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

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note

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

  1. Click PDF.
    db_click_pdf

  2. On the PDF pop-up, enter the Title.
    db_pdf_title

  3. Drag and drop the PDF file from your local drive, 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

your title goes here
  • Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.
  • 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 and tags to your PDF as required.
    db_pdf_tags_keywords

  2. Click Save PDF.
    db_save_pdf

your title goes here

  • To view the PDF file that you just created, go to your Dashboard.
    db_pdf_on_dashboard

  • A link is generated for the PDF file uploaded from your local drive or library. Find this link inside the PDF content you created on the Dashboard, and then insert it in your Flows, Smart Tips, and other Whatfix content.

  • The PDF file you upload to your Dashboard is stored in the Whatfix cloud.

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