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Save an Item as a PDF

By exporting an Item as a PDF, you get it in a printable format which allows you to:

  • Hand it out in meetings.

  • Create packets for executives.

  • Hang it on visual boards.

  

How do I export an Item as a PDF?

Open the Item you want to export, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-10-06_1638.png in the resulting drop-down menu.


..._-_Save_pdf.jpg


In the resulting window:

  • Choose the size of the page - Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11”x 17”), A4 (8.27” x 11.69”) or Custom.

  • Choose the scale percentage to determine how much of the Item’s content will be displayed on the page when exporting. (Ex. Selecting 50% will double the amount of content you can fit)

  • Decide whether you want the PDF to be in “Portrait” or “Landscape” orientation by clicking the circle next to the relevant option.

  • Check the boxes next to each section you want to include in the PDF or click “Select All” to automatically check every box.

  • Click 2017-12-27_1638.png.

SavePDF.jpg

NOTE: If you wish to print your PDF and your Item’s template is a custom layout, be sure you have the “Fit to Page” option selected when printing for best results.

 

 

project.png Who can save a Project as a PDF?

 



improvement.png Who can save an Improvement as a PDF?

 

  • Author(s)

  • Assigner

  • Responsible Person

  • Collaborators

  • Improvement Followers

  • Anyone with the "Improvement - View New & Assign" permission for Improvements in that Location

  • Anyone with the "Improvement - Edit" permission for Improvements in that Location

  • If the Improvement is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors. If the Improvement is nested under a Chart, the Chart's Authors.



task.png Who can save a Task as a PDF?

 



chart.png Who can save a Chart as a PDF?

 



incident.png Who can save an Incident as a PDF?


STOP: Is the
Incident module enabled for your organization?

  • Author(s)

  • Assigner

  • Responsible Person

  • Collaborators

  • Incident Followers

  • Anyone with the "Incident - View New & Assign" permission for Incidents in that Location

  • Anyone with the "Incident - Edit" permission for Incidents in that Location

  • If the Incident is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors. If the Incident is nested under a Chart, the Chart's Authors.

 

 

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