PDF Upload pages and Shared PDF pages

Attach a one-off PDF to a single proposal, or reuse a brochure or certificate from your Files library as a Shared PDF page.

Beginner 4 minSales rep / estimator, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId], /settings?activeTab=pdfs · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

One PDF in the Files library and one on disk.

Steps

1. Add a PDF Upload pageDo: Click "New Page", type a Title, choose "PDF Upload", click "Create Page" and upload the file in the page editor.Expect: The PDF renders in the page and in the preview.Actual:
2. Add a Shared PDF pageDo: Click "New Page", choose "Shared PDF", and pick a file from your library.Expect: If the library is empty, add files first in Settings → PDFs ("Upload File", PDF only).Actual:
3. Check the homeowner viewDo: Click "Review and Share" and scroll the PDF; remember the "Attached documents" section on the homeowner page.Expect: The PDF pages print in order and appear as downloadable attachments.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Proposals & quotesBeginner10 min

Files: your shared PDF library

Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.

Settings & integrationsBeginner4 min

Finished this lesson?