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This KB documentation is using Advanced Search, Links Editor and Elegant Layouts add-ons.

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PDF and Knowledge Base

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By:Dave
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PDF documents can be linked to or embedded in articles. The following sections explain various options for handling PDF documents in your knowledge base.

a) Link to a PDF Document

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The Links Editor plugin allows you to link to any PDF document. You can also attach keywords that will be found when searching the knowledge base. For details see the plugin details here and a demo of the PDF link click here.

b) Convert PDFs to Your Articles

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Step

Go to Configuration -> Tools and select Convert PDFs to Articles​

Step

How to Convert PDFs to Articles

  1. Conversion Mode – Choose Basic formatting for simple text extraction or AI-structured for smarter formatting with
    headings and structure.
  2. Select PDF Files – Drag and drop your PDFs, click Select PDFs to upload from your computer, or choose from the Media
    Library    .
  3. Category – Pick which Knowledge Base category the new articles will be placed in.
  4. Article Status – Set imported articles as Draft (for review) or Published (live immediately).
  5. Start Import – Click to begin converting your PDFs into articles.
Step

Converting PDFs

  1. PDF List – The left sidebar shows each uploaded PDF and its current status (e.g. Processing). Click a PDF to view its details.
  2. HTML Preview – Review the converted article title and HTML content. The status bar at the top tracks progress: Total, Ready, Selected, Errors, Saved, Cancelled, and Skipped.
  3. Actions – Click Cancel to stop the conversion or Back to return to the previous screen.

c) Add PDF to Your Articles

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WordPress block editor (Gutenberg)

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Learn how to add PDF to your articles in this video.

Step

Using the File Block

Use the File Block on the KB Article

Open the WordPress block editor (Gutenberg), find the File block and add it to your article.

Step

Choose the PDF File

Choosing PDF File
  1. Choose the Upload button.
  2. Choose the PDF file from your computer.
  3. Click on the Open button.
Step

Choose the PDF File

Once added, on the right sidebar choose which PDF options you wish to use.

Now that you have added the PDF, simply click update / publish and view it on the front end.

For full details on the Gutenberg File Block Click here.

d) Search PDF document

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Currently, KB search cannot index a PDF document. However, you can:

  • Use Advanced Search add-on to add appropriate tags to the article that contains an embedded PDF document.
  • Use Links Editor add-on to link to a PDF document and specify keywords that will be searched for
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