Creating PDF Workbooks in Canva | Jennifer Nelson | Skillshare

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

11 Lessons (36m)
    • 1. Intro To The Course

    • 2. Why Do You Need A PDF Doc?

    • 3. What You Will Need

    • 4. Examples & Use Cases

    • 5. Getting Familiar With Canva

    • 6. The Design Canvas

    • 7. Worksheet: Part 1

    • 8. Worksheet: Part 2

    • 9. Worksheet: Part 3

    • 10. Sharing & Printing Your PDF

    • 11. Conclusion

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About This Class

Hi! Welcome to my course.

I'm super excited to bring this class to students as it's a request I get a lot! Many people want to know how do I create the workbooks, worksheets, resource guides and client documents that I create for my business and for my online students. So I'm excited to bring this class to you to show you exactly how.

There are lots of uses cases and even use cases beyond what I mentioned. But if you need to create a beautiful, visual document, then this course is for your.

This course will take you through the steps of navigating around, the tool that I use to create my documents, as well as getting through some of the kinks and tricks that I use when creating.

Get ready to learn:

  • More about using
  • Use cases for why you may need beautiful PDF documents
  • How to use your design canvas and tips & tricks when working in the canvas
  • Ways to share and download your newly created document

I look forward to having you in this course!

Meet Your Teacher

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Jennifer Nelson

Let the bots do the repetitive tasks




Hey there, I'm Jenny! People IRL know me as the email girl :) Thank you for stopping  by! You'll find many classes are geared towards email marketing and other budget friendly channels that you control! I try to make my classes fun and engaging, and most important - PRACTICAL. Every single one of my classes include strategies that you can do TODAY!

A bit more about me‍:  I work with companies to implement marketing automation tools and develop automation strategies that drive engagement and increase revenue. I've spent over 15 years in the media and ad tech industry. My core experience comes from working in the heart of New York City’s advertising hub. My professional experience stems from working for both The New ... See full profile

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1. Intro To The Course: are you a freelancer or a creative entrepreneur or a solo entrepreneur or independent business owner? If you are, then this is a course for you. In this course, I'm gonna teach you guys how to create pdf documents, beautiful pdf documents that you can use for your clients when sending any kind of material that you need to send. Now, this is ideal for anyone who has clients who have students if you do online courses or anyone who just needs to send a pdf documents or worksheets or workbooks that need to be filled out or that need to just serve as information with informational material. Now what I'm gonna do is use a tool called camera. You're probably already familiar with that or maybe you're not. But what I'm gonna do is show you the techniques that I do when I'm using camera to create all of the workbooks and worksheets that I use for my clients and students. Now you're going to sit there and watch me nagel with the tool just so you can see some of the kinks that I try to figure out when using camp, this is gonna be one of my more technical courses where you can just see exactly what it is that I'm doing when I'm applying all the skills that I used to use canvas. Now, if you already know how to use canvas, you haven't created workbooks with it. Then you're gonna want to sit through this course. I promised to make it fun, and I promise to make it a fun experiment that you guys could do. 2. Why Do You Need A PDF Doc?: in this course we're going to specifically learn, have to create a Pdf worksheet or workbook within Canada. Now we're going to focus on this particular topic because it's something that I do quite often within the tool. I typically find myself creating PdF documents for my clients during an on boarding process , and even more especially for workbooks. In my online courses, Workbooks allow you to give your clients and customers of visual document that they can use for whatever purposes that it serves. So to recap and as an idea starter. Three Use cases our client on boarding documents or client materials, workbooks and worksheets for your online courses for even resource guides or downloadable PDS that conserve as lead magnets on your website. If you need to create any of these materials, you'll definitely want to keep on watching 3. What You Will Need: not for this course. I really want you to create a document that you already have in mind. After you've completed the lessons, I want you to first sketch out the content that would go into this document. Think about what are the questions and answer fields that need to go into the document. Think about if there are any universal elements that are highly important. Creating a document shouldn't take you very long, depending on what you're creating, usually for worksheets. Those take me about an hour and for more detailed workbooks, typically a max of three hours. One thing that I advise for you is to not worry about being a perfectionist. You don't have to be a graphic designer to produce a document that you need, and the best part about camera is that it comes with a lot of pre made templates. So rarely are you ever going to start from scratch. In the walk through lessons, you'll be able to follow the exact steps that I take and tinkering that I do to get the exact looking feel that I want. So the bonus here is that you'll get to watch me finagle with some of the works in Canada, and I'll show you how I get through those hurdles. But the next video we're gonna take a look at some of the exact documents that I've created . So that way you can see exactly those use cases that they could be used for. 4. Examples & Use Cases: I mentioned that there were several use cases for what you may need to create a Pdf document for and some of those included workbooks or worksheets for your online course or also for your clients. If you're a freelancer or small business, you may use it for on boarding type documents or even guides. And lastly, the one that I love to use it for, especially for me, because I grow my email ISS over social media. I use it to create downloadable resource guides before we go into creating the document that I'm going to create for this course. I wanted to first show you some of the documents that I've created over the years, and we'll have a look at some of them and you'll get a chance to see what I used to create for my students on my online courses as well as for my clients. So here's one good example of my customer journey map worksheet that my clients can use when I'm beginning a marketing program. For that, I typically use this when I am looking to get to know a client and their customers a little bit better, and the worksheet is very visual, as you can see, an easy for them to fill out. So I'll use this time in the course to demonstrate how I created something like this. It's visual document to the point and easy to follow. If you ever need documents that require larger boxes for long form responses, this is the format that you're going toe want, so I'll show you how to create these boxes as well. And something else you may consider. Using a document such as this four is for user stories. I know developers and product teams typically work together on user stories, so you document like this may come in handy in these cases as well. This next example is one from one of my online courses. Typically, my long format online courses come with workbooks for the students that they will need to fill out. It's helpful and downloadable as well as clickable. This workbook example here is more of an explanatory workbook with guidelines and example walk throughs. So, as you can see, there's a number of different possibilities that you can use thes documents for. All right, so that's it for my top examples. Now I hope that that was helpful in getting you a little bit of inspiration. Now let's get right to it into creating the document that I need to create, and you guys are gonna watch me create it all from scratch. 5. Getting Familiar With Canva: before we begin, Let's get a little bit more familiar with Canada. If you haven't used Kampe before, it's helpful to first get to know your way around the platform just to get familiar with things. This section will show you how to navigate around Camba. If you're already familiar with it, then you can skip this section. So Kanye has gone through many updates and iterations over the years, and I love what it has become an all the features that includes up to this point, I'm always surprised that they have as many features as they do offer free. I pay for the monthly plan because there are few features that I use frequently that are not on the free plan. But you can still do quite a lot on the free version. I also use it with clients, so it ends up being a very valuable tool for me in my business. Overall, one thing that I do like is that if you don't know exactly what you're looking for, you can easily do a search and search for templates like let's say that I wanted to create a flyer. All I have to do is type and flier and see what templates they have that are available, and you can see that they have various types for me to choose from. Same thing if I typed in invitation. So here there are a ton of different options. Another one that I'll show you is business cards. You can easily create your business card and designs, and what I love is that camera has a relationship with the printing company, so you could create your design and then order your prints all in one place. They have a ton of graphics to choose from, and that's because they have a ton of graphic designers that they partner up with that create templates and give you inspirational ideas. So that way, all of the templates that use are pretty much ready to use. They also have an incredibly robust image library and graphical elements that you can use to customize any of the designs that you have. So let's type in pdf here and see what we get now. What if I typed in letter so you can see lots of different examples? The other thing I want to point out is, if you don't see what you're looking for You can go here to custom dimensions. And so if you needed a document that was, say, 12 80 by 900 you could just type that in and would give me a blank document and exactly that size. You can also view any of the templates that they have available by just scrolling down and seeing a few visual examples and also here on the side. You can access all of your documents and also see all of the templates that they have available, and they have a ton of templates available. Another thing that I love is the number of at partnerships that they have and that you can use within your design just to do even more cool things. I also want to point out the brand kit, which you'll want to set up if you haven't done that yet. It makes designing any of your projects much easier. The more you start creating, you can put your fonts and your color schemes, and Campbell store them for you to use at any time. You'll see when I'm getting ready to create my document, how much easier it makes your entire creation process Great. Now they have you gotten to know your way around the platform. Let's get right into creating. I'm, uh 6. The Design Canvas: I'm going to get started on creating my document. So as I mentioned, I wanted to use one of their letter templates because I wanted something that was more of an 8.5 by 11 inches size. So we saw earlier there were few templates that I can choose from. I never worked with this template before, but I want to try something new, so I'm going to give it a try and see if it's something that I want to use. These are not really what I want to use so looking for something a little bit more funky and fun, but really just something that I can start from a nice foundation with. Okay, so I found the template that looks simple enough so I can start with Over here in the template section, I could look for a range of samples to choose from. I think I want to start with this one. It's not bad for what I want to start with and create from okay, So before we start editing this, let's get familiar with our design campus. Here. You can add new pages, trash pages, duplicate or clone pages, and I'll be doing a lot of that as I create my documents. So you want to get used to those features. You can also zoom in or zoom out of your screen here where it says Page manager, You can easily reorganize your pages. It could be useful if you have a large document that you're working on. Another thing to know is that every element has its own editing palette. So if you need to change anything within an element, you can. You can change the color whatever it is that you need. And here this is where your brand kit will come in handy and we'll talk about that and you'll see me using that more when we get into the actual document creation. Also, it is that there are a wide range of stock images that you can choose from. I won't be using any of this for this particular document, but know that it's there. Another section is the element section. This is where you confined your shapes and other icons and graphics that you may want to include in your document. I love the range of items that they have. Heavier text is very useful as they have a ton of cool front designs, but of course, you can use any of the symbol above funds. This here lets you change the background of a color or style of any document. The upload section is where you can upload any of your own files or images or videos. And then this section here has tons of cool APS, even an app emoji that you can use if you want to add emojis into your document. Okay, so that covers the design canvas for the most part. Next up, we're going to start working on the actual document using the content draft that I created . Like I mentioned, it's important to have a draft of what you want to go in that document, so we're gonna work off of that and get started. 7. Worksheet: Part 1: Okay, so we've selected the content that we wanna work with. But before we get started, I want to show you the draft document that I created. So as I mentioned, I'm going to be working on a document that specifically used for on boarding new clients and getting them familiar with my process in getting started. It gives them more background, usually a two pager or three pager. That gives them a better idea of how our engagement will work. That's an on boarding document, So I'm going to have three pages. The first page will include things like office hours. How to communicate with me. Expectations. As much as I can fit into that first page I'm gonna put I don't want this to be a long, drawn out document, Just simple. And to the point Now, Page two is going to be more of a milestone in Timeline guide for the client, it typically recaps what was on the client proposal. And I want to show milestones that we're going to meet throughout the project. So milestone 12 and three will all go on there on the third page. It will serve a bit more as a training and hand off document. Usually after the project is completed, there's an internal team in the client that continues to work with implementation from there. So if this was part of the arrangement, I would detail that on this page. So for this third part, once we're done, I want them to fill out this workflow guy, and this will allow me to help them be better prepared to do it on their own. The main goal here is so that you can see all my thought process and creating the focal elements of this document. So I'm gonna be referring to my draft a lot as I begin building. And that's why you guys should create a draft first. So let's get back to Canada now. And that template that I chose earlier. So I like this beginning here. I'm going to change my fun here. Let's just label it. I'm doing some resize ing here just to get it to the style that I want. Quick feature tip here. If you wanted your text in all cap, you can easily click on this button here, and that would change it all caps or all lower case if you need it, we can also change the justification here. Play around with it until you get a position that you want, and I'm also going to add my logo here. But I won't do that now. What I'm going to do is just have a placeholder here, and I'll just add this circle filler here to remind myself later. So let's drink that down, grab some text really fast and just type in logo placeholder. So I'm going to delete all this text because I want to start with the blank space. Another thing that I recommend is not using the template to a T. I want to give yourself enough white space toe, have your creative juices flowing. Something that I like to do is go back into the templates and see if there are any other elements in another template that I could use So I could click on this template and add it to a new page and copy paste any elements I want to grab from another template. Just make sure you're clicking on Add new Page, and if I want something in here that I love, I can take these boxes and duplicate and drag them up here into my document. This is just for example, purposes, but just know that this can save you time as well. So back to our first page first thing I'm going to do is change this text. Change the font color title this to welcome adjusting the text here. I'm also going to delete some more space here. One thing I like to do is in this little shaded area. I'm going to take that shaded area. We delete all this, I don't need it and I'll call this office hours. Here's another thing that's useful. I don't want this block to move while I'm designing, so I'm going to freeze it in place by just clicking on this lock icon. It's extremely helpful as you're designing and doing all this copy and pasting, because sometimes there's elements that you just need to stick there. You don't need it as part of your copy paste. Okay, want to duplicate this text block here, but as you can see, my duplicate option is not showing up, and that's because both of these elements are selected so your two options are is selecting just one or putting them into a group. Now I want to put it into a group because I want them both to be duplicated. Now, here, I'm going to put my next element and type out my new tax. First, let me in group and stretched just out a bit. Don't worry about the way all this looks just yet. Focus on putting in the content and then after will come back and beautify it some more. Just focus on getting the content in. At this stage, it's usually good to put things like your office hours and contact rules so your clients know how to reach you. And when Now I want to put the deliverable section here. I'm going to put this in the next block. I'm just playing around with the placements here. Okay, here's what I'm going to place my deliverable section so clients can see what I'm working on at that moment and where they can keep track. I want to add trail. Oh, as a tool that we're using here. So let me upload the trailer logo in the upload section, and I'm doing this just so it could be more visual for the client. Also, you can link this logo to the client trouble board directly. I also want to add a button that they can click on just to make it a little bit more clear that this is clickable. Now to make my button, I couldn't just go and use one of the shapes from the elements. And I'm going to choose this little rounded corner square. Just gonna play around with the sizing until I find the size that I like. Now what caliber you can play around with the diagonal here on the square until you find the shape that looks good to you. Just remember to group the texts and shape so you're not moving them around separately. You obviously want them together. Now I'm going to do the same thing with the slack look logo. Let's just upload it here. So if you have ever had an image that you needed to crop, there's this handy corruptible feature that you can use to resize and just grab the part of the image that you need. Now I'm going to re copy the button and, of course, link it to the client Slack Channel. Just play around with the sizing a bit again. So what's happening here is the order is not correct. So I want to change the positioning. I'm going to move it backwards. And now you can see the font appears on the top of the button. That's exactly what I want. And now I can group them together again. And here's where I would be able to link them to a girl. Here, you can type in the URL you wanted to point to. You could do the same thing with emails as well. Or any live your all for that matter that you want to send the person. Teoh. All right, Next up, I'm going to create the second part of my document. 8. Worksheet: Part 2: for the second part of my document. I want to create a timeline and milestone tracker for my client. I want to give them a visual view of when each of the different milestones are predicted to be completed. So I'm going to copy the page over here. I want to keep a lot of the same elements. I'm keeping this up top, and I'm gonna label this one milestone timeline. I also want to get rid of some of this. I don't need this text right now, and I'm gonna think about a way that I can create my timeline. So we need to unlock this and let's see, I want to make this box bigger. Actually, I kind of wanted to be the whole page. Now what I want to do because of the way my milestone timeline looks, usually I create them like little bar graphs. So I'm gonna create my first bar, and then I'm gonna duplicate and I want to leave some space for fourth. Usually for a client. There's about four milestones that I have and I can create more if I need, but four is good enough for this. This particular doc So you could see I'm just duplicating these over and then I'm going to change the length of them. Depending on the actual timeline for each bar and the first milestone, the 2nd 1 should be about there. The 3rd 1 will put here and then the fourth. All right. Now I'm gonna add in some text. So let me duplicate this and let me just justify that. There we go. And I'm gonna call this M one for Milestone one, and then I'm just gonna duplicate this. So that way I can have some subtext below explaining what is in milestone one. So maybe this 1st 1 is on it. Review and audit. I also don't want this to be all caps. I'm gonna use my capitalisation feature here, and I'm gonna lock these all into place. Remember I told you about the lock and feature, So that way you don't have these moving around while you're editing That lets me freely copy and paste thes two elements. Okay. And I have a milestone to in there now, and we're gonna call this service, and this is matching an exact upcoming customer that I have. So this is gonna be exactly what I want to have in their documents. So I'm going to do service provider evaluation and then copy and paste onto Milestone three . So Milestone three is gonna be cleanup, migration and strategy planning. And then milestone four will be training and hand off. So now I'm gonna group all of these blocks. They look exactly how I want them to look. So now I'm just gonna want to move them around without shuffling, moving the text away from the bars, and I just want to move them down a bit. Okay? Those look fine right there. So I want to put some little time guidelines time tickers here. So that way we know when the months lineup. So I'm gonna just do a search here for line. I'll use this one over here and just adjust the size. And first I'm gonna flip it so it can be a full 90 degrees. I wanted to be a little dinner, so I'm gonna use the Dagnall shaped tool change the color here. It's a little too long. So let me drag it back out again so I can get that shaper again. And there we go. And now I can push it back up to make it the short size that I need. And so now I want to start putting some indicators here for each time line for the milestones. And so these air where I'm gonna put the months, let's say if this were a four month project, Okay, Now I'm gonna take text and make this text Wait and just do some adjustments here, okay? And I'm gonna go ahead and put May and then copy these over, so that way I can fill in all the months that I need. Okay, Great. That's exactly how I want it to look with all the months that I have in all the milestones . So I'm gonna have a little fun here and just look for a little design thinking email would be appropriate. And let me also add a chart. So Okay, that's my milestone sheet. Now, you remember how I said before I wanted to had check box. So gonna go ahead and grab this square here, and I want to put check boxes at the base of this document as a kind of check list, and this will just act like a checklist. So me and the client can check off when things are done. All right, so now I have my checklist that I wanted. So that is my second page, and we're gonna wrap it up by doing the third page. That will be more of the worksheet type page that I told you about for my client. 9. Worksheet: Part 3: All right, So the third part of my document is going to be the worksheet for the client, and I'm gonna use this part to recreate the email workflow that they're gonna need to fill out for me. I'm going to copy this page because I want to use some of the elements in there. I'm gonna call this email workflow planner. I'm gonna delete everything here because I won't need this chart anymore. I might actually keep the little square here because I could use it and I'm gonna add this outlined rectangle here. Let's see. So remember, whenever I'm trying to adjust the whiffs with the's squares because there's no feature set to say I wanted to be thin or thicker or bigger or anything like that. You have to play with the diagonals until you see the size that you want. So as long as I have these four toggles here on the top and bottom and left and right, that gives me the freedom to change the sizing. And what I'm trying to do is just kind of have a little style of shaded box inside outlined box outside. Perfect. That's exactly what I want. And I'm going to group these together because I'm going to do a couple of them. So what I'm doing is when a client has to create a workflow, they have to first think about what's the goal of the workflow. So I'm gonna type in workflow name, so I'm gonna do a shaded box so they can fill in the work flow name. Now, you can do this as a line. You could do it however you want. So I'm gonna make it a lighter grey and this Grace, not the grey I want. So I'm gonna hit new color over here, and I'm gonna move to a lighter shade of gray. Okay, That looks like a good size and shade there. I'm gonna add in one more thing here, which is another box. I'm gonna make this one yellow, and I'm just going to copy this text and type in what will trigger this workflow. And that's a starting point that my clients will just have to fill out. And I'm gonna add text here so they can type in the goals and the subject line for this particular email, and I'm gonna copy this again, and I just want space for three. So I encountered a little space issue here. But that's not a problem. Let me just drink this a bit. And then now I'm just gonna duplicate the So I have the three steps and that fits perfectly . Something else I do with students or when I have online classes is I'll create a sample sheet so I'll have this sheet and then I'll fill in the actual example answers. So that way they know what's expected In each of the boxes that need to be filled out. I'm gonna actually make it a little bit more fun and get some arrows. If I see any that I like just to move them through the steps, I'm gonna look at both of these, this one and this one, and let's shrink this. I'm gonna see. I just want to make some fun here on next steps they would dio so I can do something like that and let's try a pink arrow and then this one, I'll do the same. Let's try this color. So I'm just changing each of the colors here. There's three in this particular aero. All right, so this area is not pointing in the direction I want it. So So I wanted to be a little bit more diagonal, but this 1 may not work for me because it doesn't have the curve that I need it to be, because I could put it here. But I'm not really loving that. So I'm not going to use this one, and I'm gonna go with this era, OK? But I don't want to spend too much time on that. Our goal here is not perfection, its function. And so let's look at this arrow. So you see here how it's not turning the right way. If I used this flip feature up top and I click flip horizontal, it's going to change their And that's not what I'm looking for. So let's see. Vertical. Okay, that might do the trick. Now I'm going to do this, and that actually works, okay? And I want this error to be a little bit bigger. And there we go. So it's just a little playful for the client. Makes it more visually aesthetic. Okay, so there we have my work throw planner and probably copy this and make it about three pages , cause they're gonna have three work flows that they have to work through. I can put some instructions. I could do whatever I need to there. But the whole goal is just to show you how you can create these worksheets. So they look really professional and they're on Brand would what you're trying to do and their functional. I love that the client can just click here to get to directly to their channel. I'm gonna open this up a year, so that way we can see it all lined up. And this is my document. This is the document that they're gonna use when they work with me and when they're ready to begin on boarding. 10. Sharing & Printing Your PDF: So now that we've wrapped this document up, I've edited. I've added all the elements that I want into it. Now I'm going to just show you how you export this and the different ways that you can share it when you go up to the top here. So one thing to just know before I go there is you don't have to save Kampe automatically saves it for you. But just always make sure that it says all changes saved over here. And then here's where you can choose how you want to share it. So I'm just gonna open this all up so many different ways. And I love that Camba allows you all these different features. All I really want to do is download it into a pdf, but you can share it as a link. So if you just want clients to access it, the link you can do that. So once I hit download, here are the options that I have. And so Pdf is gonna be the one that I want so many different options that Aiken Dio and I want to print out all three pages and then I had done and then I hit, download, and then once it's download, it goes right to your downloads folder. Also, you can print it if you want, and that's really it. And you're just done. There's really nothing more that you need to do. You can send it over to your client via pdf. Um, if you want to save it in a Dropbox folder and make it a shareable link that way to put it on your website, you can do that as well, and that's really it. You're ready to send it off once you've done that, and now pat yourselves on the back because you've now created your very first pdf workbook or worksheets. 11. Conclusion: Hey there. So how was the course? I hope you guys enjoyed it. And I hope you guys conduce a little exercise of your own. I'd love for you to create a one pager worksheet or work up eBook pdf that you can send over to me so I can see what you created and how it looks. And maybe I can even give you some feedback. So thank you for taking this course and hopefully see you in one of my next courses.