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Adding a PDF to Self Help
  • 21 Dec 2022
  • 2 Minutes To Read
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Adding a PDF to Self Help

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    Light
  • PDF

Whatfix enables you to add PDF file in the list of the content displayed in Self Help.

There are three ways to add a Pdf file in a Self Help,

Create a PDF inside Self Help Widget

Use the following steps to create a PDF in Self Help,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widget
    RB_DB_Click widgets2

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click the segment you want to add the PDF to.

  5. Under Create click PDF.
    RB_DB_SHcreatepdf1

  6. Enter the purpose of the PDF in the Title field. 
    RB_DB_SH_addpdftitle

  7. Click Save Pdf.

Adding an existing Pdf to Self Help Widget

Use the following steps to create a PDF in Self Help,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widget
    RB_DB_Click widgets2

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click the segment you want to add the PDF to.

  5. Click Add Content
    RB_DB_SH_clickselect

  6. Set the filter to PDF.
    select_pdf

  7. Hover the cursor over the Pdf you want to add and select using the checkbox, and then click Okay.

  8. Click Save to add the PDF to the Self Help widget.
    RB_DB_SH_save

Add a PDF file to Self Help Widget as a link content

Whatfix enables you to add PDF file to Self Help as a link content. Adding PDFs to Self Help is a three-step process.

Step 1: Hosting the PDF in a cloud storage platform like Google Drive, Dropbox, etc.
Step 2: Creating a Link content in Whatfix
Step 3: Adding the Link content to the Self Help widget

Step 1: Hosting the PDF in a cloud storage platform

Make sure that the sharing settings of the PDF files stored in the cloud storage service (Google Drive, Dropbox, etc.) are not set to private and is accessible to intended users.

Once stored, copy the shareable link for the PDF and keep it ready.

Use the following steps to create a Link content for the PDF,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click My Content
    RB_DB_clickmycontent

  3. Under Create click PDF.
    RB_DB_SHcreatepdf1

  4. Enter the purpose of the PDF in the Title field. 
    RB_DB_SH_addpdftitle

  5. Enter the shareable link of the PDF in the Link field.

  6. Click Save.

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets2

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click the segment you want to add the link to
    RB_DB_SH_selectcontentlink

  5. Click Add Content
    RB_DB_SH_clickselect

  6. Set the filter to PDF.
    select_pdf

  7. Hover the cursor over the link(s) you want to add and select using the checkbox, and then click Okay.

  8. Click Save to add the PDF to the Self Help widget.
    RB_DB_SH_save


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