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Task guide

Crop, edit, replace, and remove images

Correct an image without unexpectedly changing its document role, gallery membership, or saved placement.

5 to 15 minutesFor customers correcting uploaded mediaIntermediateLast verified October 2, 2026

Outcome

You will correct image presentation while preserving the intended document structure and verify the result everywhere the image appears.

Navigation path

Document Wizard > Images & Media > Image card

Access

Available edit controls vary by image zone and template.

On this page

What you will accomplish

What you will accomplish
NeedUse
Different framing of the same sourceSelect the image in Review & Customize; use zoom, positioning, Fit, or Fill
Corrected or higher-quality file in the same roleReplace
Image should not appear anywhereDelete image on its Images & Media card; deletion is immediate
Image belongs on another page typeRemove from the current role, then add it to the intended zone

Before you start

Data, sources, and access to prepare

  • An uploaded image
  • A replacement original when replacement is required

Prepare these details

  • Record every page where the image appears
  • Keep the current source until the replacement succeeds
  • Use an approved replacement with the correct orientation

Complete the task

  1. 1

    Find the image placement

    Review & Customize > page strip or Pages drawer

    Select the page thumbnail that contains the image to reframe.

    Expected result: The intended document page is visible in the preview.

    If this step does not work

    Framing is adjusted in Review & Customize; Images & Media contains source replacement, deletion, and captions.

  2. 2

    Open the image editor

    Review & Customize > selected image

    Select the image in the page preview when Edit image is available.

    Expected result: The image-edit overlay and toolbar open for that placement.

    If this step does not work

    Template-locked images may not expose an edit action.

  3. 3

    Choose how the image fits

    Image-edit toolbar

    Select Fit to container when the entire source must remain visible.

    Expected result: The complete source fits within the image area.

    If this step does not work

    Fill container fills the area but may crop its edges. Use the option that preserves the required subject or plan labels.

  4. 4

    Adjust the framing

    Image-edit toolbar > Image zoom

    Adjust Image zoom to keep the intended subject within the page image area.

    Expected result: The preview shows the chosen scale.

    If this step does not work

    Drag the image or use Move image left, right, up, or down to reposition it. Reset all adjustments restores the initial presentation.

  5. 5

    Finish the presentation edit

    Image-edit toolbar

    Select Done after the framing is correct.

    Expected result: The overlay closes with the edited presentation visible on the page.

    If this step does not work

    Wait for the Review save state before changing sections or downloading.

  6. 6

    Find the source to replace

    Images & Media > saved image card

    Select Replace image on the existing card when a corrected original is required.

    Expected result: The file picker opens for that exact stored image.

    If this step does not work

    Use the existing card to retain its image identity, caption, and gallery membership.

    Images and Media workspace with image editing and replacement actions available.
    Crop or replace a poor image, verify the updated version, and remove media that should no longer appear.
  7. 7

    Choose the replacement original

    Replace image file picker

    Choose one approved JPG, PNG, WebP, or SVG replacement file.

    Expected result: The existing image is replaced in place after processing succeeds.

    If this step does not work

    If replacement fails, the previous image remains. Review its saved framing because the new composition may need adjustment.

  8. 8

    Remove an unwanted source only when intended

    Images & Media > saved image card

    Select Delete image only when the source should be removed from the document.

    Expected result: The source is removed and gallery references to it are pruned.

    If this step does not work

    The current card deletes immediately without a separate confirmation. Use Replace image when the page role should remain.

  9. 9

    Verify the corrected result

    Review & Customize > affected page

    Inspect each page that uses the replaced, reframed, or removed source.

    Expected result: Each use has the intended composition with correct gallery membership and order.

    If this step does not work

    Generate a new PDF after saving to confirm the exported result; earlier PDF attachments retain their original images.

Replacement example

Troubleshooting and next steps

Replacing a file appears to do nothing.

Likely cause: The replacement may still be processing or the preview may be cached.

  1. Wait for the operation to complete.
  2. Reload after saving and compare the final Review page.
Deleting one image affected a gallery page.

Likely cause: The gallery configuration referenced that image.

  1. Open the gallery page configuration.
  2. Add an appropriate replacement or revise the layout.

Final verification

  • The intended image changed
  • Unrelated images remain in place
  • Gallery membership and order are correct
  • The saved crop works in the final template
  • No broken image appears in the new PDF
  • No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

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