Can you edit a pdf that is shared via Send as Attachment if set as recurring?

Leann Gibson

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?

Cassi

You would have to have the license for ADOBE PDF writer to edit a PDF.

Leann Gibson

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.

Genevieve P.

Hi @Leann Gibson

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

Leann Gibson

@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.