With the Export to PDF option, you can export your forms to a designated location in a PDF format. This option will export the form as well as any attachments, comments, photos etc. associated with the form if desired.
The attachments, photos etc. are included in the PDF file for viewing while the individual files for those items are also included in the export package as well.
If a grid control is included on the form, it is not displayed in the pdf file but exported as an Excel (xlsx) file and included in the export zip file.
- Select the form(s) to be exported.
- Click the Export
icon and select Export to PDF to display the following:

- Select the Export type:
- Export filtered as: If the grid has a filter applied, it will export all of the forms in the filtered view.
- Export all as: Will export all of the forms in the selected grid (Issues, RFI, etc.).
- Export selected as: Exports the selected form.
- Select the file type (PDF or Zip).
- Select the information to include with the export using the check boxes.
- Click the Attachments option to expand the dialog to determine the attachment layout:

- Click the Change destination button to display the following dialog to select an export location. The export is sent to the defined location in the Documents section:

- Once the options have been selected, click Export.
Note: The export button does not enable until an export location has been selected.