Generate a Directory (Beta Version)

This new version of the PDF is slowly rolling out!

PDF V2 (Beta) introduces a new PDF generator with expanded customization options, improved layout controls, and a more polished final directory.

While there are some workflow changes, the core PDF tasks you already use remain familiar. You'll still generate, download, share, and manage your directory PDFs much like you do today.

What's New in PDF V2?

The biggest change is the PDF itself.

PDF V2 uses a newer PDF generation system designed to provide:

  • Improved directory appearance and layout
  • The ability to preview your directory before you download it
  • More customization options
  • Greater consistency throughout the document
  • Better support for future enhancements

Many customization settings now affect the entire directory rather than only specific sections.

New and Expanded Customization Options

Depending on your subscription level, PDF V2 may include options such as:

  • Additional font choices
  • Font size settings that flow throughout the entire directory
  • New page numbering options
  • New table of contents options
  • Directory date controls
  • Additional layout and appearance settings
  • A secondary font selection (Premium Only)
  • Optional full bleed cover page (Premium Only)

One of the most requested improvements: Font size settings now flow throughout the directory instead of affecting only roster pages.

What's Stayed the Same?

Although PDF V2 introduces a new PDF generator, many of the tasks you perform every day remain the same.

You can still:

  • Generate a PDF
  • Download a PDF
  • Share a PDF
  • Copy a share link
  • Stop sharing a PDF
  • Delete a PDF
  • Add or remove password protection
  • Work with addendums
  • Generate group and subdirectory PDFs

The goal of PDF V2 is to improve the finished PDF while keeping familiar tasks easy to find.

What's Different?

The biggest workflow change is that customization settings now play a larger role in shaping your finished PDF.

In PDF V2:

  • Customize is where you choose how your directory should look.
  • PDF is where you generate, preview, download, and share your finished PDF.

This helps separate designing your directory from working with the final PDF.

What Changed About Page Size?

In previous versions, page size could feel like a separate type of PDF.

In PDF V2, page size is now a customization setting.

To choose a page size:

  1. Open the Customize tab.
  2. Select your preferred page size.
  3. Generate your PDF.

Available page sizes may include:

  • Full Size (8.5" × 11")
  • Booklet (5.5" × 8.5")

Your selected page size becomes part of your directory's overall design rather than a separate PDF option to manage.

Why Try PDF V2 (Beta)?

You may want to try PDF V2 if you'd like:

  • More control over your directory's appearance
  • Expanded customization options
  • Improved font and layout controls
  • New page numbering and table of contents options
  • A more polished finished PDF
  • Access to future PDF enhancements as they become available

Can I Switch Back?

Yes.

PDF V2 is currently available as an optional beta experience. If you decide it isn't the right fit for your church yet, you can return to the previous PDF experience.

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