Navigate to the Productize Section
Start by heading to Productize from the menu in your Fidu dashboard. Once in Productize, click on New and select Download. This option is perfect for sharing files like PDFs with your clients.

Upload Your File
Choose the file you’d like to share. For example, if you want to share an engagement letter template, select the appropriate PDF from your computer and upload it. To keep things organized, be sure to assign a relevant topic for the file within your Fidu account. This helps categorize the file so you can easily find it later.

Save Your Changes
After selecting your file and adding a topic, hit Save. Your file is now ready to be accessed by your clients!

Locate the File in Topics
To view the file, navigate to Topics. For instance, if you’ve added the file under the “Getting Started” topic, you’ll now see the engagement letter template as a downloadable file.