Update existing content in Dropbox DocSend

Overview

You can easily update content, even if you 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. You can also refresh files uploaded from Dropbox or Google Drive.

Update content from your computer

To update content from your computer:

1. Log in to docsend.com.
2. Click Content library in the left sidebar.
3. Select the file you want to update.
4. Click the Replace icon.
5. Click Add file.
6. Upload the replacement file.

Update content from a Space

You can preview and replace a file without leaving your Space.

To replace a file from a Space:

1. Log in to docsend.com.
2. Open the Space containing the document.
3. Click the file to open a preview.
4. Click the Replace icon.
5. If the file is used elsewhere, click the dropdown arrows to review where it’s used.
6. Click Replace and continue.
   • Steps 5 and 6 only appear if the file is used elsewhere.
7. Select the file or folder you want to use as the replacement.
8. Click Upload.

The new version replaces the file everywhere it’s used, including the Spaces and links shown before upload.

From the preview, you can also:

• Preview the file
• Download the file
• Click View analytics to open the file in the Content library.

Manually refresh content from a cloud drive

When you upload a file 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 a file:

1. Log in to docsend.com.
2. Click Content library in the left sidebar.
3. Select the document you want to refresh.
   
4. Click the Replace icon.
5. Click Refresh File.

You'll receive a notification pop-up after your file successfully updates.

Turn on Auto Sync for a single file

You can turn on 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) shows 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 turn Auto Sync on or off:

1. Log in to docsend.com.
2. Click Content library in the left sidebar.
3. Select the document you want to update.
4. Toggle Synced with <your cloud storage provider> or Not synced with <your cloud storage provider>.

Compare performance across versions

You can compare 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.

1. Log in to docsend.com.
2. Click Content library in the left sidebar.
3. Select the file you want to review.
4. Click the Performance tab.

Things to consider

• Refresh is only available for content uploaded from a connected cloud storage provider, such as Google Drive or Dropbox.
• Files uploaded from the Dropbox web application to DocSend don't support Refresh.
• Refresh errors may occur if:
  • You're logged out of the connected cloud storage account.
  • The file has been deleted.
  • Access to the file has been revoked.
    
• For Refresh 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.
• Changes made in DocSend, including replacing a file, won’t sync back to Dropbox. Auto Sync only syncs file changes from Dropbox to DocSend.