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SmartDoc: Export to PDF

Export one SmartDoc, Checklist, Linked Record or Sub-Items field to a PDF from the field's three-dot menu.

Written by Emma Montgomery

Export the content of one field to a PDF from the field's three-dot menu. It works for SmartDoc, Checklist, Linked Record and Sub-Items fields, and the PDF holds only that field.

Example: an auditor asks for the current Information Security Policy as a file. The policy lives in the Policy Statement field of a Policies table. The compliance lead exports Policy Statement to PDF and attaches it to the audit request.

Plan Availability

All plan types.

Permissions

Any member who can view the record can export a field to PDF.

Platform

Web

Related Reading

Document Designer: generate a PDF from a record
​Automation Action: Generate PDF
​Share, print or export a record.

Fields you can export

  • SmartDoc

  • Checklist

  • Linked Record

  • Sub-Items

Export a field to PDF

  1. Open the record. In this example, open the Information Security Policy.

  2. Open the three-dot menu on the field, here Policy Statement.

  3. Select Export to PDF.

  4. In the PDF window, choose the options and save the file.

The three-dot menu of the Policy Statement field with Export to PDF highlighted.

The three-dot menu of the Policy Statement field with Export to PDF highlighted.

The PDF keeps the field's rich text: headings, lists, tables and images.

Note: The PDF holds the one field you exported. To lay out several fields in a designed document, use Document Designer.

Frequently asked questions

Does the PDF include the rest of the record?

No. The PDF holds the content of the one field you exported, with its rich text.

How do I make a PDF with several fields and my own layout?

Use Document Designer. It lays out fields, text and images in a template you export from the record.

Can an automation make the PDF?

Yes. The Generate PDF automation action makes a PDF from the record's default layout or a Document Designer template.

Can I export a view to PDF?

Yes, from the view itself. See Print or export a saved view.

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Last verified 1 Nov 2026.

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