Step 1: From the Admin Hub, access My Organization 0:00
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Navigate to My Organization in the app.
Step 2: Add a Card 0:12
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Click on Add a Card.
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Name the card appropriately.
Step 3: Add an Image 0:20
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Click on Add an Image.
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Ensure the image meets the required size specifications.
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For size guidelines, refer to the knowledge base.
Step 4: Select Audience 0:34
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Choose your audience for the card.
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If you want it to be available to everyone, leave the audience setting as is.
Step 5: Add a PDF Component 0:43
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Scroll to the bottom of the components list and select PDF.
Step 6: Name the PDF Section 0:50
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Click on Documents and name your section.
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This name will help track the contracts associated with the card.
Step 7: Title and Upload PDF 1:04
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Title your PDF.
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Click on Upload to add the PDF document.
Step 8: Add Document and Save 1:11
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Remember to click Add Document to save your upload and reset for additional documents if needed.
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Click Save to finalize the card.
Step 9: Verify in the App 1:29
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Refresh the app to see the new card.
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Check that the Contracts item opens to your PDF, allowing sharing, exploration, or downloading.
Step 10: Reach Out for Help 1:45
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If you have any questions, reach out to success@patter.com for assistance.