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Sharing Flows as PDF
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Sharing Flows as PDF

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Whatfix enables you to share your Flows as PDFs. You can email these to anyone as an attachment from the Whatfix dashboard.

Note

If the Flow title includes spaces or any of these special characters — <, >, :, ", /, |, ****, ?, *, #, %, , period (.), and comma (,) then they are replaced with an underscore (_) when sharing Flows to prevent errors.

Customizing the PDF template

You can download the PDFs in two different designs, add your company logo, add or remove header and footer section.

To customize the PDF template,

  1. Navigate to the Whatfix Dashboard.
    gotoDashboard%20%282%29.png
  2. Click the Settings icon and then click Configurations.
    click-configurations-settings-icon
  3. Go to PDF section and you can perform the following customizations.
    pdf-section-settings
    • Using the radio button you can select between two PDF templates.
      • Classsic - One step in a page
      • Portrait - Three steps in a page
        pdf-type-template
    • Enable the header section using the toggle button. Once enabled, you can add your company logo and its size, and the header content.
      header-content-pdf
    • Enable the Footer section using the toggle button to add footer content.
      footer-content-pdf
  4. After customizing the template, click Save.
    pdf-section-settings-save-button

Sharing Flows as PDF

To share the Flow as a PDF,

In Grid View

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Hover over the content and select the Flow(s) you want to share using the circular checkbox at the top-right corner of each tile. To bulk share Flows, select multiple contents using the checkbox.
select_flows_pdf.png

You can share up to 10 flows at a time.

3. Click Share.
click_share_after_selec_pdf.png
4. In the pop-up, if you're using multiple languages then select the language you want to share the PDF in using the language drop-down.
select_lang_share_pdf.png
5. Enter the recipients' email addresses and description (email body). 
desc_share_pdf.png
6. Click Share.
share_button_last_pdf.png

In List View

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Click the Filter icon and select the Content Type as Flows.
filter_content_type_flow
3. Click Apply.
list_view_filter_apply
4. Select the Flows you want to share using the checkbox. To bulk share Flows, select multiple contents using the checkbox.
list_view_select_flows_checkbox

You can share up to 10 Flows at a time.

5. Click the Share PDF icon.
list_view_share_pdf_icon
6. In the pop-up, if you're using multiple languages then select the language you want to share the PDF in using the language drop-down.
list_view_share_pdf_lang_select
7. Enter the recipients' email addresses and description (email body).
list_view_desc_share_pdf
8. Click Share.
list_view_share_button_last_pdf

Note
  • Emails are sent from 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 us at support@whatfix.com
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