Include PDF Documents in Your Guide

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Use PDFs to provide your users with with presentation materials, charts/graphics, forms, or any other informational resources they may need. You can upload these files to a schedule session or custom list item. 

Notes:

  • Documents must be in PDF format.
  • PDF files should be under 5 MB each in size.
  • We recommend limiting the total number of documents to 20 MB.
  • If your documents will exceed these limits, host your PDF online and use the PDF URL option. 
  • Inclusion of PDFs is available to Plus, Premium, and Branded plan-holders. 

Watch the video and/or follow the written instructions below.


How to Add PDFs to your Guide

In Builder, open your guide and click on either the Schedule or the Custom List where you would like to include a PDF document. 

Create a session or list item, save, and close it.

Then click to re-open that session or list item.

You will then see the "Links" tab.

pdfbutton.png

 

In the Links tab, click the "PDF" button.

Be sure to give your document a name.

Then, you can either click "Select PDF" to choose the file from your computer, or you can provide a PDF URL (a web link ending in .pdf) for the file.

Remember:

  • PDF files should be under 5 MB each in size.
  • We recommend limiting the total number of documents to 20 MB.
  • If your documents will exceed these limits, host your PDF online and use the PDF URL option.

If you choose to toggle "Include", this PDF will be accessible even without Internet connection. If you have numerous PDFs in your guide, this will increase the size of the guide and may reduce download rate for your attendees. 

Be sure to click "Add PDF" when you're ready! 

 


Important Considerations

  1. You must save PowerPoint presentations, Word documents, spreadsheets, and any other type of document as a PDF

  2. When hosting PDFs online, please make sure the URL ends in .pdf: http://docs.google.com/viewer?url=your_pdf_url_here.pdf
    1. If you have numerous PDFs to add to your guide, we recommend hosting them online and linking them via PDF URL.

  3. We recommend uploading no more than 20 MBs of PDFs total. 

  4. Our uploader cannot accept PDFs larger than 5 MBs each. The PDFs should be less than 5 MB each.
    • If your document is too large, you may see a broken Guidebot on the screen with a message saying Builder is down. Please hit back on your browser and use the PDF URL option instead.
  5. Tip:  Use smallpdf.com to compress your PDFs!

  6. If you are having trouble accessing the PDF, confirm that you've linked it using the PDF button, not the URL button. Also, try removing any spaces or special characters from the name of the PDF.

 


If you need help, please feel free to contact Support at support@guidebook.com.

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