Customize PDF Space experiences

Last updated on Jun 12, 2026

Curate how recipients experience your PDF Space using the overview page.

As a PDF Space owner, you can organize a collection of files and control how the content is structured and presented. Adjust the layout, edit AI-generated content, customize the theme and link preview, and add content such as audio, presentations, or images.

Arrange the items

Control the structure and flow of your PDF Space by arranging what appears first and removing undesired items.

Open the PDF Space to view the Overview page.

To reorder items, hover over one until the hand cursor appears, then click and drag it to the desired position.

PDF Spaces Overview showing an open document with an audio summary player and an AI Assistant panel that suggests ideas based on the document content.
Strategically place the audio and text summaries to help recipients understand complex content.

(Optional) To edit the title, select Edit and update the text and styling. Select Done to save.

(Optional) To remove an item, hover over it and select Delete > Remove.

Edit the AI-generated text summary

Refine AI-generated content to reflect your intent before sharing with recipients.

Hover over the AI‑generated summary and select Edit

Edit the text directly to adjust wording, tone, or emphasis.

Select Done to update.

Customize the AI-generated audio summary

Fine‑tune audio content by editing its transcript instead of regenerating it.

Select Edit in the Audio summary to update what recipients hear.

Edit the transcript directly to revise wording, add context, or remove items.

Select Add content to add a new item, then enter your text.

Audio overview showing a generated transcript with timestamps and an AI Assistant panel summarizing wellness industry trends.
Customize and share the audio overview for quick scanning of key insights across multiple documents.

Select Delete on any item you don’t want to include.

Select Update to apply your changes and refresh the audio summary.

Add and manage items

Create a more engaging and branded experience by adding podcasts, text items, and notes to your PDF Space.

Hover below any existing item and select Add content.
PDF Spaces overview showing files in a workspace and an insert menu with options such as text, files, notes, podcasts, and summaries, alongside an AI Assistant panel.

Add and organize content such as text, images, files, notes, or summaries to keep related information in one place.

From the toolbar, select the type of content you want to insert:

  • Text: Add headings, body copy, or supporting context
  • Files: share documents, spreadsheets, or other attachments for recipients to download
  • Notes: Include internal annotations or additional guidance for recipients
  • Podcast: Embed an audio file or podcast episode
  • Image: Upload a photo, diagram, or visual to support your content
  • Summary: Generate an AI-written overview of your content
  • Logo: Upload your brand logo to personalize the space

Follow the prompts to complete the insertion. The new item appears directly below the one you selected.

Note

A logo can be added only at the top of the Overview page.

Optionally, drag the added item to a new position or select it to edit and refine further.

Customize the theme and link preview

Control how your PDF Space looks and how it appears when shared as a link.

Select Customize from the left panel.

To change the theme, choose a color scheme or background that reflects your brand or content.

Customize panel showing theme options with “Vivid green” selected, alongside AI Assistant panel generating a presentation in a Business Contracts and Agreements workspace.
Apply a color theme to personalize your PDF Space.

To replace the link preview, select Replace image and upload your preferred image. Reposition, zoom, or rotate the image as needed, then select Save.

Close the Customize panel.

Your PDF Space now delivers a designed, narrative‑led experience where recipients can quickly understand, listen to, and engage with what matters most.