Can you edit a pdf that is shared via Send as Attachment if set as recurring?
![Leann Gibson](https://us.v-cdn.net/6031209/uploads/drupal_profile/files/2019-04/7e/c6/n7ec6db531603daaefab20990ddcfdd53.jpg)
I have a number of automated reports going to many people. I want to edit the pdf to include a header, however it appears you can only edit the timing of the recurring email. Any way to edit the actual PDF without starting over?
Answers
-
You would have to have the license for ADOBE PDF writer to edit a PDF.
-
Sorry if I was not clear. I have a report that goes out from SmartSheet every Monday. It is an automated report formatted in a PDF. From what I can tell, I can only edit the timing of the report going out, but not the actual file. I am thinking I just need to redue all the reports going out.
-
You're correct: if you've set up a recurring "send as attachment" from your Report but want to adjust the PDF Set Up formatting, you'll need to create a new recurring automation with the new configuration.
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
@Genevieve P. Thank you. I will submit this as an enhancement. You should be able to edit items from the recurring push beyond just date and time.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.1K Get Help
- 348 Global Discussions
- 199 Industry Talk
- 427 Announcements
- 4.4K Ideas & Feature Requests
- 133 Brandfolder
- 127 Just for fun
- 127 Community Job Board
- 455 Show & Tell
- 28 Member Spotlight
- 1 SmartStories
- 282 Events
- 36 Webinars
- 7.3K Forum Archives