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Editing a Document

Files stored in Drive can be edited - either the data (variables) or the document itself. When editing data, new variable values can be assigned. When editing a document, the document itself that was the basis for the file can be edited. This may be necessary when resizing or repositioning blocks, changing fonts, text size or color, or doing anything else to one file.

Editing the source document for a file in Drive does not affect the original document or other files created using that document.

To edit a document, select the desired file and choose "Edit Document" from the context menu or selection panel.

Fragment of the file's context menu with the "Rename" item.

The document editor will open, where you can perform the necessary actions. In addition to changing blocks, adding or deleting sheets is also supported.

Document editor window.

In the editor, you can leave existing variables or manually enter personal data. After all the changes have been made, they must be saved. The selected file in Drive will be recreated using the new document, with variable values ​​being substituted from this file. A fee is charged for creating a new file according to the tariff.

The file ID remains the same after the file is recreated. Therefore, the short link to the file remains the same. The email delivery status will be changed to "Not sent".

After creating, the file will not be automatically sent by email.

To send a file by email, select it and choose "Send by email" from the context menu or selection menu.

"Send by email" item in the context menu.


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