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Q: Swap PDF after revisions?

Is it possible to set everything up the way that you like it and then when there are revisions for your PDF, swap it for the most current version but not have to create a whole new set up?

jonathan981Dec 9, 2024
Founder Team
hisumit

hisumit

Dec 9, 2024

A: Hello jonathan981,

Thank you for your question.

Yes. There are two ways to achieve this depending on the use case.
1. Use replace PDF from action button on the far right menu. It will replace your PDF and keep all the settings and link URL same.
reference :
https://www.dropbox.com/s/k5v3lrlnhfbjzn3/Screenshot%202024-12-09%20at%2021.23.50.png?dl=0

2. you can "Save as a template" so that next time when you upload a new PDF it inherits all the settings of your template.
reference : https://www.dropbox.com/s/ulvegjhx0e7jc66/Screenshot%202024-12-09%20at%2021.24.14.png?dl=0

hope this helps.

Sumit :)

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