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Update Existing Content

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Avery
  • Updated

 

This article describes a feature available to all DocSend customers.

 

Overview

You can easily update content with a new version, even if you’ve already shared links to the file. This is especially helpful if you need to correct a typo or make some other quick change to a document.

Important: When you update a file, all links associated with the file will automatically update to reflect the new version. If the file exists in a Space, that copy of the file will also be updated.

 

Update Content

Updating content is simple. To get started, head over to your Content page and find the file you’d like to update in DocSend. 

  1. At the top of the page, click the Upload new version icon (rectangle with arrow inside) or click Upload New file from the dropdown.
  2. Locate the desired file in the file uploader and click Upload.

Note: DocSend will not notify teammates or visitors when a document has been updated.

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Refresh Content

When you upload your content from any of the available cloud upload providers, you’ll see an option to refresh your content. Refreshing will auto-update your document with the most recent version linked to the cloud storage provider, saving you the hassle of locating your desired content.

You can also automatically sync updates from your Dropbox and Google Drive files to your DocSend files.

To get started, head over to your Content page and find the file you’d like to update in DocSend

  1. At the top of the page, click the Upload new version (rectangle with arrow inside) icon.
  2. From the dropdown menu, select Refresh file.
  3. You’ll see a notification once your file successfully updates.

Note: Stay on the page when refreshing your document, navigating away from the page may cause disruption.


Auto Sync

You can also keep your uploaded content from Dropbox and Google Drive in constant sync with DocSend. The sync icon under the document’s title, will show your file’s status:

  • Synced with <ESP> (cloud with a checkmark inside) with the date and time it was last synced
  • Not synced with <ESP> (cloud with a diagonal line through it)

There are two ways to enable or disable Auto Sync your DocSend file:

  • Under the document’s title, click the toggle next to Synced with <ESP> or Not synced with <ESP>.
  • To the right of the document’s title, click the dropdown arrow next to the Upload new version icon (rectangle with arrow inside) and select Enable or Disable Auto Sync from the dropdown menu.

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Auto Sync settings

Note: When uploading a new file, Auto Sync will be off by default. You can turn on Auto Sync for all newly uploaded Dropbox and Google Drive content to DocSend.

To turn on Auto Sync:

1. Click your avatar (profile picture or initials) in the upper right.
2. Click the Settings tab.
3. Click Personal.
4. Click Content Options.
5. Select Yes in the dropdown to enable Auto Sync for new files.
6. Click Save changes.

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Compare Performance Across Different Versions

You can compare the performance of different file versions on the Performance tab. Here, you’ll see the top-viewed pages, total views, average views, and what the document looks like by highlighting any of the points on the graph. When you export your visit data, the version of the file will be specified for each visit.

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Things to Consider

  • The Refresh option is only available for content uploaded from an available cloud storage provider (Google Drive, Dropbox, etc.) 
  • Content uploaded from the Dropbox web application to DocSend does not support the refresh option.
  • Refresh errors may result from the following: 
    • You are logged out of the cloud storage provider associated with the content you wish to refresh.
    • The file has been deleted.
    • Access to the file has been revoked.

 

Related Reading

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