PDF Layout and Options

Customizing PDF Export Settings

With the Schedule & Email Spreadsheets add-on, you have full control over your PDF export settings to match your specific needs.

The PDF settings option is accessible only when PDF is selected from the format dropdown while adding an attachment. Below is a detailed overview of the available features.

1. Page Setup

The Page Setup tab controls the fundamental properties of the PDF document, such as paper size, orientation, scaling, and margins.

Paper Size: A dropdown menu to select from predefined paper sizes.

• • • Letter (8.5" x 11") (Default)

    • Tabloid (11" x 17")

    • Legal (8.5" x 14")

    • Statement (5.5" x 8.5")

    • Executive (7.25" x 10.5")

    • Folio (8.5" x 13")

    • A3 (11.69" x 16.54")

    • A4 (8.27" x 11.69")

    • A5 (5.83" x 8.27")

    • B4 (9.84" x 13.90")

    • B5 (6.93" x 9.84")

    • Custom: If "Custom" is selected, you can specify the width and height of the paper in inches using the "W" and "H" input fields. Note that default width is 8.5, and default height is 11. The width can be a minium of 2.4 and maximum of 60. The height can be a minimum of 2.5 and a maximum of 60

      • W: Width (inches).

      • H: Height (inches).

Page Orientation: A dropdown menu to choose between portrait and landscape orientation.

• • • Portrait

    • Landscape

Scaling: A dropdown menu to select the scaling method for the spreadsheet content within the PDF.

• • • Normal Size (100%)

    • Fit to Width

    • Fit to Height

    • Fit to Page

    • Custom: If "Custom" is selected, a percentage input field appears, allowing you to specify a custom scaling factor. A number input field that accepts values ​​between 0 and 10000

      • %: Scaling percentage.

    • Fit to pagebreaks: If "Fit to pagebreaks" is selected, additional fields appear:

      • Break row at: Row number at which to break page.

      • Break column at: Column number at which to break page.

Margin: A dropdown menu to select predefined margin sizes or specify custom margins.

• • • Normal (Default: Top 0.70", Left 0.70", Right 0.70", Bottom 0.70")

    • Narrow (Top 0.25", Left 0.25", Right 0.25", Bottom 0.25")

    • Wide (Top 1", Left 1", Right 1", Bottom 1")

    • Custom Margins: If "Custom" is selected, input fields are enabled for specifying the top, left, right, and bottom margins in inches.

      • Top ″: Top margin (inches).

      • Left ″: Left margin (inches).

      • Right ″: Right margin (inches).

      • Bottom ″: Bottom margin (inches).

2. Formatting

The Formatting tab allows you to control the overall appearance of the spreadsheet data within the PDF.

Horizontal Alignment: A dropdown menu to select the horizontal alignment of the spreadsheet content on the page.

• • • Left

    • Center

    • Right

Vertical Alignment: A dropdown menu to select the vertical alignment of the spreadsheet content on the page.

• • • Top

    • Middle

    • Bottom

Page Order: A dropdown menu to select the order the pages are displayed in

• • • Down, then over

    • Over, then down

Display Options:

• • Show gridlines: A checkbox to toggle the display of gridlines in the PDF.

  • Show notes: A checkbox to toggle the display of notes in the PDF.

3. Headers & Footers

The Headers & Footers tab enables you to add custom text and dynamic information to the top and bottom of each page in the PDF.

Header Sections: Configure the top of the page.

• • Top Left: Input field for the top-left header section.

  • Top Middle: Input field for the top-middle header section.

  • Top Right: Input field for the top-right header section.

Footer Sections: Configure the bottom of the page.

• • Bottom Left: Input field for the bottom-left footer section.

  • Bottom Middle: Input field for the bottom-middle footer section.

  • Bottom Right: Input field for the bottom-right footer section.

Dynamic Markers: Each header and footer section has a dropdown to dynamically set values.

• • You can directly type the values in each field, or use the dropdown's available options to select a dynamic value (e.g., page number, date, time, sheet name, etc.).

  • Clicking on an item in the dropdown inserts the corresponding marker into the input field.

  • Available Markers (Examples):

    • Page Numbers:
      [[Page number A]], [[Page number B]], [[Page number C]]

    • Workbook & Sheet Info:
      [[Workbook title]], [[Sheet name]]

    • Dates (Various Formats):
      [[Date 1]] ... [[Date 12]]

    • Times (Various Formats):
      [[Time 1]] ... [[Time 4]]

    • Dynamic Date Markers:
      {{Date}}, {{Date UK}}, {{Long Date}}, {{Long Date UK}},
      {{Time}}, {{Day}}, {{Day Short}}, {{Day Name}}, {{Day Name Full}},
      {{Month}}, {{Month Short}}, {{Month Name}}, {{Month Name Full}},
      {{Year}}, {{Year Short}}

    • Time Components:
      {{Hour 24}}, {{Hour}}, {{Hour Short}},
      {{Minute}}, {{Minute Short}}, {{Second}}, {{Second Short}},
      {{Meridiem Upper}}, {{Meridiem Lower}}

    • Sheet & Spreadsheet Identifiers:
      {{Sheet Id}}, {{Sheet Name}}, {{Spreadsheet Id}}, {{Spreadsheet Name}}

    • Randomized Values:
      {{Random Id}}, {{Random Number}}

Note: values with the "[[ ]]" syntax are header/footer list items, whereas values with "{{" syntax are marker list items.

Repeat Options

• • Repeat Frozen Rows: Repeats the frozen rows in PDF on every page.

  • Repeat Frozen Columns: Repeats the frozen columns in PDF on every page.

Preview PDF: Clicking the "Preview PDF" button opens a preview of the PDF with the current settings applied in a new tab. This allows you to verify the appearance of the PDF before sending or saving.

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