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SmartDoc: Export to PDF
Emma Montgomery avatar
Written by Emma Montgomery
Updated over 8 months ago

Generate a clear PDF containing the content of the SmartDoc field exclusively, without other unnecessary record fields.

You can export the content of the following fields to PDF:

  • SmartDoc

  • Checklist

  • Linked Record

  • Sub-Items

To export the SmartDoc, location the "Export to PDF," in the SmartDoc three dots menu.

When you click on "Export to PDF," a standard window for exporting to PDF will appear.

The resulting PDF will include only the content of the selected field.mAll rich text elements will be correctly printed in the PDF.

Note: The Print option is now accessible to everyone who can VIEW a record.

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