Hi, I’ve been researching a ton online and watching YouTube videos of how to add pdf files to member profile pages. This is my situation. I have a lot of clients I’m looking to convert over to having them create an member account on my website. I work with my clients on a weekly basis and have to update them every few days. These updates are all on a pdf file that I want to be able to upload to the member profile page of my client.
For example, I’m working with three clients today and I write an analysis and what they should do this week until I meet them again next week. I want to be able to upload each of their analysis file to their specific member profile page.
Almost every article talks and teaches me about how I can use data collection and dataset to display their specific information on their member profile page with info MY CLIENT enters. In my case, they’re not submitting data, I am. I just can’t figure out how to do it, or is there a way to possibly do this with WIX code?
Please let me know. This is instrumental to the operation of my business.
Hi Jamie,
I’m not sure that I fully understand what you were trying to achieve. Do you want your clients to be able to upload PDF files to their account? Do you want to upload PDF files to their profile page?
Do you want to display the content of the PDF? Do you want to use the download PDF file?
I want to be able to upload a PDF document to their profile page. Such as having a button they can click on that links them to their file. Each client would have their specific PDF file.
What I do is I place their exercise prescription on a PDF and I would like my client to be able to access their own exercise prescription when they login to their profile.
I don’t know how familiar you are with Wix Code but let me share with you the different things you will have to learn how to do:
Create a Member Page
Create 2 database collections (1 for Profiles, 1 for PDFs)
Both database collections with have a matching field (for example EMAIL, so you can save a PDF with a specific email that matches the Profile collection)
A table or index (dynamic page for index) to display the PDFs that match their email
A dataset connected to table/index with a filter on the dataset to show only PDFs with matching email
(Optional) An admin page for yourself, with a form to upload PDFs, if not, you can just do this from your Live database on the Wix Dashboard
You can learn how to do all those things by watching some videos. It will depend on your logic & creativity to put it all together. (You can also hire someone to tutor you privately or do it for you)
@code-queen I’ve watched your videos and others to solve my issue and i’m have no luck at all. I’ve tried creating tables, two databases, and even the dynamic page with the index. I just can’t seem to figure it out where, my specific client will see their own particular files.
I liked to think what I’m trying to do is relatively simple for many skilled coders. I’m definitely not in that category. To further explain what I’m trying to do. I deal with anywhere from 3-5 clients on a daily basis. Some I see two or three times a week. I’m a personal trainer, and I plan and record everything we do in a PDF file such as their daily workout routine. Throughout the year, I may have 50 PDF files for one client. I want to be able to put up all 50 on a single client’s profile page. So they can click on it whenever they please to access what they did in prior sessions. To simply put, I’m looking to put a bunch of icons on a member profile page that links a specific PDF file with their workout routine.
Is there any other advice you can assist me to solve my problem?
Nayeli (Code Queen) has given you a good breakdown of what to do to achieve this in her previous reply, where she lists six things that you need to do to make this work.
