Getting started with PDF Flip
Seven concrete steps from an empty dashboard to a link you can share: account → upload → template → branding → preview → publish → (optional) download for your own server.
PDF Flip is a web app: you work in the browser (dashboard on laptop, tablet, or phone). Readers never install a plugin—they open your flipbook like any website.
1. Sign in or create an account
Go to My Account and sign in, or start from Sign up if you are new. You need an account before anything is saved or published.
2. Upload your PDF
From the dashboard, upload your file. PDF is the main format; many plans also let you upload Word, PowerPoint, or Excel files and we convert them to PDF before building the flipbook—see supported file formats for the full list and plan notes. Whatever you upload, use embedded fonts where possible and avoid unnecessary huge files (large uploads slow mobile readers).
3. Choose a flipbook template
Open the template list and pick a viewer mode that matches the job: 3D or realistic book for marketing pieces, 2D flip or binder for manuals, horizontal slider for wide charts, vertical reader for long text. You can change this later without re-uploading the PDF.
4. Customize branding (logo, background, link)
Add your logo, set a background color or image, and set the logo URL (usually your homepage or campaign page). The goal is to match your site so readers trust the link. See Branding, logo & background for the full list of options.
5. Preview on a real phone
Open the preview URL on your phone (cellular, not only Wi-Fi). Swipe to turn pages, try zoom, and check that body text is still readable. If type is tiny, fix the PDF—not the viewer.
6. Publish: link or embed
Copy the publication URL for email, Slack, and ads. Paste embed code into your CMS if the flipbook should sit inside a product or resource page. If the publication is internal, use password protection or your own site gate.
7. Optional: download HTML for your server
If your plan allows, download the HTML package and host the viewer on your domain or CDN. You still edited everything in the dashboard; this step only changes where the files are served. Details: Download & self-host.
When more than one person is involved
Use a shared naming convention for PDF versions and follow flipbook maker workflow so design, marketing, and web do not publish different builds.