File Action

A File Action allows a user to download a file that you upload to the platform. The file may be of any type (pdf, word doc, gif, etc) up to 10 Mb.

To create a File Action, begin by selecting [New Action] from the "editing PhyID" page to open the below window. Then follow these steps:

1. Choose Action Type "File."
2. Name the Action to later find it in the Action Library
3. Drag and drop or upload the target file
4. Enter the Action's metadata (i.e. Title, Description, and Preview Image), which is your call-to-action message to the user. You can use any one element or combination of two or three.
5. Review the "Preview Action" to make sure you like the look of the Action. If you have an image, you will also have the option of a Hero or Side image position. Try both.
6. Schedule the Action if appropriate
7. [Save] the Action to the Library, which will return you to the Editing PhyID page.
8. Review the position of your new Action on the page, move it if needed, and then [Save] the page.