One way to export your records/briefs/tasks is to export each as a PDF. This might be particularly helpful if you need to send or provide the information in your record to someone who is not a registered user of the platform, such as a third party agency.
How to Export a Record as a PDF
1Click into the relevant database and find the desired record.
2 From the record's action dropdown list, select Download PDF.
3Your PDF will automatically download to your desktop.
You can view an overview of this process below.
Record PDF
Once opened, the PDF will contain your branding, matching the logo at the top of the platform, and all the record details, including those non-compulsory fields not completed.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article