Plan Availability | All plan types |
Permissions | Everyone with View access can export SmartDoc content to PDF. |
Related Reading |
SmartSuite allows you to export the content of SmartDoc fields exclusively into a PDF. This ensures a clean, professional document focusing solely on the rich text elements in the SmartDoc.
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. All rich text elements will be correctly printed in the PDF.
Practical Scenarios and Use Cases
1. Sharing Documentation
Scenario: A project manager wants to share finalized documentation with stakeholders.
Solution: Export the SmartDoc content to a PDF and distribute it as an attachment or through email.
2. Archiving Records
Scenario: A compliance officer needs to archive key records for future audits.
Solution: Use the PDF export feature to generate a clean, printable record of important SmartDoc fields.
3. Presentation Materials
Scenario: A team lead is preparing for a client presentation and needs select information in a professional format.
Solution: Export relevant SmartDoc content to a PDF for easy inclusion in the presentation materials.