📄 Step 1: Create an Export
To begin automating PDF exports, you must first create an export. This initial setup determines what the final PDF will include and how it will look.
When creating an export, you can customize:
📑 Document selection: Choose the specific documents to include.
📋 Content filters: Control what content is included within the selected documents.
🎨 Appearance: Set layout, font types, and visual style.
⚙️ Advanced settings: Add headers, footers, cover pages, and other custom elements.
This initial export serves as the foundation for any future automated versions.
📁 Step 2: Locate the Export in the File Manager
Once the export has been created, go to the File Manager. Under the Version column, you’ll see a version number with circular arrows 🔄 next to it—this icon indicates that the export can be updated or recreated.
Clicking the circular arrow icon gives you two options:
➕ Create a new version manually
🤖 Enable automated versioning
📅 Step 3: Set Up Automated Versions
To automate the process, choose the auto version settings option. Here you can configure:
⏰ Frequency: Daily, weekly, monthly, or at custom intervals.
📆 Schedule: Select specific days and time of day for the export to be generated.
📧 Recipients (optional): Automatically email the exported PDF to project participants with customized messages.
If preferred, you can skip sending and simply have each version saved automatically in the File Manager 📁. This way, your documents are always up-to-date and accessible for internal review—without notifying others.
By following these steps, you can ensure your reports are always current 📊, professionally formatted ✨, and either shared or stored 📥 according to your workflow preferences.