Export Form to PDF


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.

  1. Select the form(s) to be exported.
  2. Click the More    icon and select Export to PDF to display the following:
  3. Select the information to include with the export using the check boxes.
  4. Click the Images option to expand the dialog to determine the image layout:
  5. Click the export location for the export. 
    • Local drive: This will download the pdf to your local downloads directory.
    • Documents: This will expand the dialog letting you select the online repository which has been associated with the project. Click the Browse option to pick the directory to export to.
    • Overwrite existing files:  Will overwrite/replace any existing pdf files with the current files.
  6. Once the options have been selected, click Export.
    Note:  The export button does not enable until an export location has been selected.
    The files are exported as a zip file to the selected location.