Printing and Exporting
The print function for a document is available next to each item where the
icon is displayed. As an alternative to direct printing, all templates within the platform can be exported in three different formats:- HTML5
- Microsoft Word
The default templates for a specific document are shown when opening the print menu:
You can view the available templates by clicking the
icon.If desired, you can also edit the template, including the HTML code. By clicking the edit icon
, the HTML editing window will open, with a live preview on the left.Once you’ve made your changes, you can save your custom version using the
icon and selecting the desired location within the file system of the relevant “Archive” section. Then click Save again to confirm.
The modified file will be automatically used for the first export of the document and will then remain available among the templates for that document.
After selecting a template, click Next to preview it.
By clicking the print icon
in the upper-left corner, you can use your browser’s print function to save a .pdf or send the document to a local printer.Alternatively, by clicking the Next button, you’ll proceed to the Export section, where you can choose the file format and destination.
When selecting the Save in documents option, you’ll be prompted to choose the destination path for the file within the relevant Archive section of the software.
In the following step, you’ll be able to define the document name, add a description, and select the people (or organizational roles) to whom you wish to send a notification about the document’s creation.
Clicking Confirm will start the export process. You can track its progress in the completion screen that follows.