How to assign an export preset or default preset from the export preview page of the Elements app
After formatting your export page in the Elements app, save a preset or default preset to use again for future exports. Presets save specific export settings such as format, dimensions, page margin, padding, border, export file name, page size and sort order.
Presets can be saved to your individual user account or shared across your organization. Saving a preset as your company default is ideal if your team frequently uses one specific configuration more frequently than others.
Save a new preset:
1. | After configuring export settings on the export preview screen, click the Open Presets button next to Export  |
2. | Click Save as Preset |
3. | Name your preset and toggle the share with company switch to make available to all users in the organization  |
4. | Click Save Preset |
Overwrite an existing preset:
1. | After adjusting export settings, click Open Presets |
2. | Click Save as Preset |
3. | Click Overwrite existing preset |
4. | From the dropdown, select the preset you want to overwrite  |
5. | Click Update Preset |
Save a default preset:
1. | If one does not already exist, save a shared preset with the desired settings |
2. | Click Open Presets |
3. | Click on the stacked dots next to the preset name |
4. | Click Make default from the dropdown options  |
5. | A green house icon will appear next to the preset name indicating default status  |
Please Note: Only shared presets can be set as default in a workspace. Once set, the preset will be visible and apply to all organization users.
We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.