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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 a quick change to a document.

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

 

Update content from your hard drive

To update content from your hard drive:

  1. Log in to docsend.com.
  2. Click Content in the left sidebar and open the file you want to update.
  3. Click the Upload new version icon (rectangle with arrow inside) or click the Upload New file icon (rectangle with arrow inside) from the dropdown in the upper right.
  4. Select My device.
  5. Click Add Files and select a file on your hard drive.
  6. Click Upload.

Note: DocSend won't notify teammates or visitors when a document has been updated.

 

Manually refresh content from a cloud drive

Note: The Refresh feature is only available for files stored on Dropbox or Google Drive. Learn more about connected apps.

When you upload content from Dropbox or Google Drive, you’ll see an option to refresh your content manually. Refreshing syncs your file with the most recent version linked to the cloud.

To manually refresh your file:

  1. Log in to docsend.com.
  2. Click Content in the left sidebar and open the file you want to update.
  3. Click the Upload new version icon (rectangle with arrow inside) in the upper right.
  4. From the dropdown menu, select Refresh file. You’ll see a notification after your file successfully updates.

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


Enable Auto Sync for a single file

You can enable Auto Sync to automatically keep your DocSend file up to date with the latest versions stored in your cloud accounts, such as Dropbox or Google Drive.

The sync icon under the file title indicates the sync status:

  • Synced with <your cloud storage provider> (cloud with a checkmark inside) displays the date and time of the last sync.
  • Not synced with <your cloud storage provider> (cloud with a diagonal line) indicates the file is not synced.

To enable or disable Auto Sync for a DocSend file:

  1. Log in to docsend.com.
  2. Click Content in the left sidebar, and open the file you want to update.
  3. Choose one of these options:
    • Toggle on or off Synced with <your cloud storage provider> or Not synced with <your cloud storage provider>, or
    • To the right of the title, click the dropdown arrow next to the Upload new version icon (rectangle with arrow inside), and select Enable Auto Sync from the dropdown menu. Select Disable Auto Sync to turn it off.

 

File not synched

Enable Auto Sync

 

 

Enable Auto Sync for all files in your DocSend account

By default, Auto Sync is disabled in your account. You can enable it for all new files uploaded to DocSend from Dropbox and Google Drive.

To enable Auto Sync:

  1. Log in to docsend.com.
  2. Click your avatar (profile picture or initials) in the upper right.
  3. Click the Settings tab.
  4. Click the Personal tab, and then click Content Options.
  5. Select Yes from the Auto Sync dropdown menu.
  6. Click Save changes.

 

Compare performance across 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.

To view file performance:
  1. Log in to docsend.com.
  2. Click Content in the left sidebar, and open the file you want to update.
  3. Click the Performance tab.

 

Things to consider

  • The Refresh feature is only available for content uploaded from a connected cloud storage provider, such as Google Drive or Dropbox.
  • Content uploaded from the Dropbox web application to DocSend does not support the Refresh feature.
  • Refresh errors may occur if: 
    • 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.
  • For the Refresh feature to work, the file type can't be changed between updates. For example, if you convert an Excel file into a PDF, it will stop syncing.
  • Switching the file does not work for the “update existing content” workflow.

 

Related reading

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