Configure PDF Export Settings

Summary

Configure PDF Export Settings

PDF export settings let you control the default behavior when end users generate PDF documents from a portfolio. You can set the default product sort order and upload a cover page that appears at the beginning of every export.

Set the Default Product Sort Order

The product sort order determines how products are arranged in the generated PDF. You set the default here, but end users may be able to adjust the sorting when they create their export.

  1. Go to Admin > Portfolios and click on the portfolio you want to configure.
  2. In the left sidebar, click on Export Settings.
  3. Under Product sort order, open the dropdown and select your preferred default sort:
    • Selection order — Products appear in the order the user selected them
    • Alphabetical (A-Z) — Products sorted by label, ascending
    • Alphabetical (Z-A) — Products sorted by label, descending
    • By category (A-Z) — Products sorted by category name, ascending
    • By category (Z-A) — Products sorted by category name, descending
  4. Click Save to apply your changes.

 

Tip: "Selection order" is a good default when your users carefully curate their product selections. "Alphabetical (A-Z)" works well when users export large batches and want a predictable order.

Upload a Cover PDF

You can upload a PDF file that will appear as the first page of every PDF export generated from this portfolio. This is useful for adding a branded cover page, a table of contents, legal disclaimers, or any introductory content.

  1. In the Export Settings tab, locate the Cover PDF section.
  2. Click the Select file button.
  3. Choose a PDF file from your computer. The file must be no larger than 10 MB.
  4. After the upload completes, a thumbnail preview of the first page will appear.
  5. Click Save to apply your changes.

 

Note: Only PDF files are accepted. If you attempt to upload a different file type, an error message will appear.

Replace or Remove a Cover PDF

To replace an existing cover PDF, simply upload a new file. The previous cover will be replaced.

To remove the cover PDF entirely:

  1. Click the Delete button next to the cover preview.
  2. Click Save to confirm the removal.

After removal, PDF exports from this portfolio will no longer include a cover page.

How End Users Experience Exports

When an end user creates a PDF export, the settings you configure here serve as defaults:

  • The product sort order you set becomes the default sorting for the export.
  • The cover PDF, if uploaded, is automatically prepended as the first page of every generated PDF.
Note: Completed PDF exports are available for download for 30 days after they are generated. After that, the export expires and must be regenerated if needed.

Want to find out more? Take a look at these related articles