Adding a PDF to Self Help

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

1. Navigate to the Whatfix Dashboard.
   

2. Click Widget. 
   

3. Click the Self Help tile.
   

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

5. Under Create click PDF.
   

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

7. Click Save Pdf.

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

1. Navigate to the Whatfix Dashboard.
   

2. Click Widget. 
   

3. Click the Self Help tile.
   

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

5. Click Add Content. 
   

6. Set the filter to 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.
   

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.

Step 2: Creating a Link content in Whatfix

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

1. Navigate to the Whatfix Dashboard.
   

2. Click My Content. 
   

3. Under Create click PDF.
   

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

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

6. Click Save.

Step 3: Adding the Link content to the Self Help widget

1. Navigate to the Whatfix Dashboard.
   

2. Click Widgets.
   

3. Click the Self Help tile.
   

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

5. Click Add Content. 
   

6. Set the filter to 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.