PDF Library

This PDF Library module houses valuable PDFs on any relevant topic. Organize PDFs by category for quick and easy reference by app users. User can also download PDFs onto their devices for offline viewing.

Creating a New PDF Category

1. Select PDF LIBRARY from the menu on the left.
   
2. Click CREATE in the top-right corner to create a new PDF Library category.
   
3. Insert the new category name and description in the appropriate boxes. Then, click CREATE.
   
   Your new category will now appear in the main PDF Library menu.
   

Adding a PDF to a Category

1. Double-click the category to which you want to add a PDF.
   
2. Click on CREATE in the top-right corner.
   
3. On the Details page, insert the PDF title and description in the appropriate boxes.
   
4. Add the PDF file in the FILE box (you can drag and drop the file or choose a file on your computer to upload).
   
   The uploaded file will appear in the box like so:
   
   Note: To delete the file, mouse-over the uploaded document and click DELETE in the bottom-right corner.
   
5. Select your sharing preference (ALLOWED or DISABLED) by clicking on the appropriate box.
   
   SHARING IS ALLOWED: Users can download the file onto their device and share it with anyone.
   SHARING IS DISABLED: Users cannot download the file and share it. The PDF can only be viewed inside the app.
6. Click PUBLISH in the top-right corner.
   
   (Or select the THREE DOTS > DISCARD CHANGES to delete the PDF entry.)
   
7. The new PDF will appear within the new PDF category menu like so:
   

And you’re done!
Your PDF has been published and is accessible by app users. It will instantly appear in the PDF LIBRARY module of your app like so:

Editing or Deleting a PDF Category

In the main PDF menu, select the PDF category you want to edit or delete, and click the THREE DOTS on the far-right of the row.

To EDIT a PDF category:

1. Select EDIT from the drop-down list.
   
2. Edit the title and/or description information and click UPDATE.
   

To DELETE a PDF category:

1. Select DELETE from the drop-down list.
   
2. Click DELETE in the pop-up window to confirm your selection.
   Note: Deleting a category will delete all the PDFs saved within that category.
   

Allow/Prevent Sharing of a PDF Category

Select ALLOW SHARING or PREVENT SHARING from the drop-down list.

Note: The new sharing setting will automatically apply to all PDFs within this category.

Editing or Deleting a PDF

Within the PDF category, select the PDF you want to edit or delete, and click the THREE DOTS on the far-right of the row.

To EDIT a PDF:

1. Select EDIT from the drop-down list.
   
2. Follow STEPS 3-6 in the Adding a PDF to a Category section above.

To DELETE a PDF:

1. Select DELETE from the drop-down list.
   
2. Click DELETE in the pop-up window to confirm your selection.
   

Copying or Moving a PDF

Within the PDF category, select the specific PDF you want to copy or move, and click the THREE DOTS on the far-right of the row.

To COPY a PDF:

Note: Copying a PDF will duplicate the video within another category. It will not remove the PDF from its original category.

1. Select COPY TO from the drop-down list.
   
2. From the drop-down list, choose the preexisting PDF category to which the PDF should be copied. Then, click COPY.
   

To MOVE a PDF:

Note: Moving a PDF will relocate it to another category. The PDF will be removed from its original category.

1. Select MOVE TO from the drop-down list.
   
2. From the drop-down list, choose the preexisting PDF category to which the PDF should be moved. Then, click MOVE.
   

Allow/Prevent Sharing of a PDF

1. Within the PDF category, select the specific PDF and click the THREE DOTS on the far-right of the row.
   
2. Select ALLOW SHARING or PREVENT SHARING from the drop-down list.
   Note: The option available to you in the list, will depend on which sharing setting you previously selected. For example, if sharing is set to DISABLED, you will only have the option to ALLOW SHARING in the drop-down list and vice versa (see screenshot below).
   
3. The new sharing setting will be automatically applied.