Distributing Customizable PDFs

Distribution allows you to share a PDF in an email or embed a URL to the collateral on a website.

You may be taken directly to the Distribute area for the PDF, if you've just completed the Personalization. If not, use the first two steps to get to the correct configuration area.

1. In the Collateral area of the portal (the name of the pages are determined by your supplier, so check with them), use the filters in the left navigation to find the personalized PDF. You can either find the PDF in the general Browse Collateral page, or pick it up from your My Collateral page if you've interacted with it before. You may be prompted to select an Existing Customization or a New Customization. Be sure to select the correct one.

2. Click Distribute.

   If the personalisation of the PDF is in progress, you may need to select Edit to access the edit screen, then choose Distribute.

3. Use Copy to Clipboard to pick up a link to the PDF. There are two options:

   • Link for distribution - A link that can be used to distribute the PDF in any medium.
   • Preview link - Use to preview the PDF in a browser.

   

4. Click Close.
5. Paste the link into other marketing activities or use the link on a website.