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I have PDF quote that I send to clients. I would like to send them a link rather than an attachemnt. I use this same PDF to send to other clients. I am not clear when I use that PDF and click to get a link and then reuse that pdf again with new info and once again click share with link if it's shareing reedited versions or that client gets the most recent edited version. Is there a work flow here I can use to ensure my clients get the quote they are looking for.
Thank you in advance
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Hi Mike,
Hope you are doing well and thank you for reaching out.
As you have mentioned above, you are using the same PDF to edit and share quotes with the clients. Assuming the PDF template is saved on your desktop and you open the document on Acrobat to make the changes before you share a link with the clients. In that case, a new copy of the file uploads to the document cloud with the latest edited version, and the clients will receive the latest edited version of the PDF.
However, if you are editing the text directly on the document that is uploaded to Document Cloud and save the changes to the same file, the clients with whom you have shared the link before may see the changes that are done.
Hope that this information helps.
Let us know if you have any questions.
Thanks,
Meenakshi
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You can't really do that. When you share a link to the online version of a PDF file when the users open it the file will first be downloaded to their local computer, and then opened. If they later access that downloaded file they will see that version of it, even if you already updated it on the server. If they open the link again, though, they will get the new version, but you can't force them to do it.
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