Collaboration workflows

Last updated

PDFMonkey templates live in a shared workspace, so a team works from the same set of templates and generation history rather than each person maintaining separate copies.

  • API keys are managed per workspace, so integrations (your backend, Zapier, Make) authenticate against the same account your team edits templates in
  • The generation history in the dashboard lets you inspect the data payload and output for past documents, which is useful for debugging a template change
  • Editing a template in place updates it for every future generation request that references its ID, so a fix rolls out without changing your integration code

Use cases

Intro

  1. Review marketing PDFs with teammates in PDFMonkey
  2. Approve client proposals with sign off in PDFMonkey
  3. Coordinate revisions across departments using PDFMonkey
  4. Archive old templates with proper tagging in PDFMonkey
  5. Audit collaboration actions for compliance in PDFMonkey

End

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