Generate a Directory


PDF V2 introduces a new PDF generator with expanded customization options, improved layout controls, and new booklet-ready PDF options.

While there are some workflow changes, the core PDF tasks remain familiar. You can still generate, preview, download, share, password protect, and manage your directory PDFs from the PDF tab.

What’s New in PDF V2?

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

  • Improved directory appearance and layout
  • A preview option before downloading
  • More customization options
  • Greater consistency throughout the document
  • Better support for future enhancements
  • New booklet-ready PDF layouts for easier booklet printing

Many customization settings now affect ICD-generated pages throughout the 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 apply throughout ICD-generated pages
  • New page numbering options
  • New table of contents options
  • Directory date controls
  • Additional layout and appearance settings
  • A secondary font selection, available with Premium
  • Optional full bleed cover page, available with Premium

Font size settings now apply throughout ICD-generated pages instead of affecting only roster pages. Uploaded custom PDF pages retain their original fonts; changing the directory’s font settings does not reformat text within those uploads.

What’s Stayed the Same?

Although PDF V2 introduces a new PDF generator, many everyday PDF tasks remain the same.

You can still:

  • Generate a PDF
  • Preview 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.

Password protection: After adding, changing, or removing a PDF password, regenerate each affected PDF for the change to take effect. Saving the password setting alone does not update an existing PDF.

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, share, and manage your finished PDF.

You can also select Customize PDF directly on the PDF tab to adjust layout, fonts, page selection, and ordering. For branding and labels, use the full Customize tab.

Generating Your First PDF

  1. Open the PDF tab.
  2. Under Full Directory, select Generate PDF.
  3. Wait for generation to finish. Then select Preview to review your directory or Download to save it.

If you already have a generated PDF, follow the steps under Updating an Existing PDF below.

PDF tab showing Customize PDF, Generate All, output format, and generated directory cards.

Use the PDF tab to customize your PDFs, view the output format, and preview, download, or share generated directories. This example shows a directory that has already been generated.

Updated PDF Setup Options

PDF V2 now includes updated setup options that give you more control over both the finished page size and the PDF layout.

To adjust these settings:

  1. Open the Customize tab.
  2. Select PDF Setup.
  3. Choose your finished page size.
  4. Choose your PDF layout.
  5. Return to the PDF tab. If you haven’t generated a PDF yet, select Generate PDF. Otherwise, select Preview or Download. If changes are pending, select Regenerate to include them.

Changes are saved automatically and take effect the next time you generate a PDF.

To make these adjustments without leaving the PDF tab, select Customize PDF. Use PDF Layout for page size, layout, binding margin, and fonts, or PDF Pages for page selection and ordering.

Customize PDF panel showing PDF Layout and PDF Pages tabs, page size, layout, binding margin, and font controls.

Open Customize PDF on the PDF tab to adjust page size, layout, binding margin, and fonts. Settings save automatically and appear in the PDF after regeneration.

Finished Page Size

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

In PDF V2, page size is now part of your PDF setup.

Available finished page sizes may include:

  • Full Page — 8½ × 11"
  • Half Page — 5½ × 8½"

The finished page size controls the size of each page in your completed directory.

PDF Layout

PDF V2 also includes a new PDF layout setting.

Available layout options may include:

  • Single pages — normal reading order
  • Booklet-ready spreads — printer spreads arranged for double-sided printing, folding, and stapling

Single Pages

Choose Single pages if you want your PDF pages to appear in normal reading order.

This option is best when you want to:

  • View the PDF on screen
  • Print regular full-page or half-page sheets
  • Send the file to someone who does not need booklet printing
  • Let a print shop handle booklet setup themselves

Booklet-Ready Spreads

Choose Booklet-ready spreads if you want the PDF arranged for booklet printing.

When this option is selected, the PDF pages are placed in printer spread order so they can be printed double-sided, folded, and stapled into a booklet.

For example, a full-page directory with booklet-ready spreads is designed to print on 11 × 17" paper in landscape orientation, with two directory pages per side, or four pages per double-sided sheet.

Pages may look out of order when viewed on screen. This is expected because the pages are arranged for printing, folding, and stapling.

Blank pages may be added automatically so the finished page count is divisible by four. These blank pages help the booklet fold and read in the correct order.

Recommended printer settings may include:

  • Print double-sided
  • Use landscape orientation
  • Flip on the short edge
  • Fold the printed pages in half

If you send a booklet-ready PDF to a print shop, let them know the file has already been imposed or arranged for booklet printing so they do not impose it a second time.

Binding Margin

PDF V2 includes a binding margin setting.

The binding margin adds extra inner space for stapling, binding, or hole-punching.

Available options may include:

  • No extra binding margin
  • Add binding margin

When a binding margin is added, additional printing side options may appear so the margin can be placed correctly.

Viewing Your Current PDF Format

On the PDF tab, you can see the current output format above your generated PDF cards.

For example, the output format may show:

Full Page — Booklet-ready

This helps confirm which settings will be used the next time you generate your PDF.

Updating an Existing PDF

You do not need to regenerate a PDF every time you make a change. Your directory information and customization settings are saved automatically.

When you are ready to view or download an updated PDF:

  1. Open the PDF tab.
  2. Locate the directory, addendum, or subdirectory you want.
  3. Select Preview or Download.
  4. If prompted, select Regenerate to apply your latest changes, or Continue with existing to use the previously generated version.

This PDF may be out of date dialog with Cancel, Continue with existing, and Regenerate buttons.

Select Regenerate to include your latest changes, or Continue with existing to use the previously generated PDF.

This allows you to regenerate only the individual PDF you are working with.

Select Generate All to create or update the directory PDFs that need generation. PDFs that are already up to date or currently being generated are skipped.

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