Share documents with the PDF Library
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User guide

Share documents with the PDF Library

Upload PDFs such as guides, menus and checklists so customers can read, download and print them in your app.

9 steps
Full guide (1:24)

Step-by-step guide

Follow these steps, then download the PDF to keep.

Download PDF guide
  1. 1

    Open Pages

    In your app editor, open Pages and tap Add Page or Function.

    Pages panel in the demo app
  2. 2

    Choose PDF Library

    Search “pdf” and tap PDF Library.

    Module picker showing PDF Library
  3. 3

    Upload your PDFs

    Drop your PDFs into the box or tap browse files. You can pick several at once.

    Empty PDF Library with the upload area
  4. 4

    Your documents are added

    Each PDF gets a title from its file name, so name files clearly before uploading. Drag documents to change their order.

    Five uploaded home-care PDFs with clear titles
  5. 5

    Edit a document

    Tap the pencil to change the title, add a short description or thumbnail, and choose whether customers can download or print it. Tap Done.

    Document details with title, description and download and print switches
  6. 6

    Add an intro line

    On Appearance, add a short line shown above your documents and choose whether to show page count and file size.

    Appearance tab with an intro line
  7. 7

    Name the page

    Keep the name Documents or choose your own, pick an icon and tap Create Page.

    Page details with the title Documents
  8. 8

    See it in your app

    Customers see your intro and a card for each document. Tap Open document to read it.

    Documents page in the app with home-care PDFs
  9. 9

    Read the document

    The PDF opens inside the app with page and zoom controls. The menu offers download and print when you allow them.

    Preparing for Your Service Visit open in the in-app reader

Add, replace, rename or remove documents any time from Edit Page Content. Replacing a PDF keeps its title and position.