How to add action buttons to PDF like scheduling link, call, and email

Our users often tell us they wish there was an easy way to add interactivity to the PDFs they send. With BaseStation’s contact card feature, clients can reach you directly through the PDF in three ways—phone, email, or a scheduling link—right when they have a question.

Here’s how to use BaseStation to add scheduling links, email, and phone call buttons to your PDF.

Step 1: Log in and click on edit profile

Step 2: Scroll down to the Contact Card setting, fill and verify each field. Make sure to click on save

If you want to hide specific fields, leave them blank. For example, if you leave the scheduling link field empty, the scheduling button will be hidden when clients view your document via the BaseStation share link.

There are 4 fields:

1. Email: Opens the default email application on the viewer’s phone or desktop.
2. Scheduling Link: Opens a new tab and directs the viewer to the scheduling page.
3. Phone: Launches the default phone app on the viewer’s phone or desktop to initiate a call.
4. Role/Title: Displays below your name in the contact card

Step 3: Turn on the Contact Card

You can choose whether to display your contact card for each guided document you create.

Just click on the toggle at the top right and make sure it's blue. 

Step 4: Verify each button

Click “Preview” to view the contact card with all the buttons. Go ahead and click on them to experience what your document 's viewers will experience when they interact with the buttons.