Edit binder PDF generation settings

You can edit the settings that determine where the generated PDF is saved, the file name of the generated PDF, and the template used.

1. Click Edit in the Actions column of the record.

   The Edit Binder window opens.

2. Make your changes:

   • Title: Edit the title of the binder.

   • Binder Template: Template used to create the PDF. If documents are already assigned to the binder, you may not be able to change the selected template.

   • Folder for Generated Document: Select the folder where you want the generated PDF to be stored.

   • File Name: Enter the file name of the generated PDF.

3. Click Update.

4. Generate the PDF from the binder to see the changes.