Can you edit a pdf that is shared via Send as Attachment if set as recurring?
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
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You would have to have the license for ADOBE PDF writer to edit a PDF.
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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.
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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
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@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.
