How Do I Share A PDF Using A File URL

Membership Notes

Deluxe & Premier Members: You have access to white-labeling options and the digital rights to share content publicly. Any guides you’ve branded with your color scheme and logo can be shared with clients and prospects.
Essentials Members: Your guides display the fpPathfinder brand and are intended for internal use. These versions are not designed for public sharing.

What You'll Learn

How to download your fpPathfinder guides, create a File URL (a special web link that opens your PDF), and then copy and paste that link to share it in newsletters, emails, websites, or other tools.

Steps You'll Follow

Step 1 – Find the PDF(s) you’d like to share with your audience

Log in to your fpPathfinder account.
Download the relevant guides from your fpPathfinder Member Section.

Step 2 – Upload the guide(s) to a file sharing service

A file sharing service is any tool that stores your file online and gives you a link to it.

Choose a service (Google Drive, OneDrive, Dropbox, Adobe Acrobat, etc.).
Upload your PDF (e.g., in Google Drive: click New > File Upload and select the file).

Step 3 – Set sharing permissions and copy the File URL

Before copying the link, make sure your audience will be able to open it.

Right-click the file and select Share or Get link.
Change General access to "Anyone with the link" and “Viewer”.
Copy link (this is your File URL).

⚠️ Important: Don’t leave it “Restricted” (clients will get access errors). Don’t set to “Editor” (others could change your file).

Step 4 – Use your File URL

Paste as a hyperlink into the Client Engagement Builder, your newsletter, website, or social media.

Optional – Host on your own website

If your firm’s website allows file uploads.

Upload the PDF to your website backend or media library.
Copy the generated URL (e.g., https://yourfirm.com/files/tax-checklist.pdf).
Share this link instead, it keeps the guide hosted under your firm’s domain.

✨ By following these steps, you’ll ensure your clients can open your guides easily without running into permission issues.