Setting up PDFs

Who can use this feature?

The main Product Owners along with the members having Admin Roles access granted.

PDFs are file formats that allow easy exchange of documents digitally. In Engage, before sending PDFs to donors, admin users need to set up the whole PDF document.

tip

To learn about how PDFs are composed in Engage, use the Learn about composing PDFs option on the top right.

You, as an admin user, need to compose PDFs via the 4 different parts with each part explained in their respective sections.

1. Partials
2. Layouts
3. Stationery
4. PDF Templates