Save a Record as a PDF

Last Updated on:
August 20, 2024

Purpose

This guide outlines how to use the print feature to save a record as a PDF.

Instructions

  1. Select the desired process from the Assignments page.
Figure 1. Select Process
  1. Select any record from the process and click the menu icon in the top right corner. 
  2. Choose the option, Print Record.
Figure 2. Print Record
  1. The Print Preview modal opens. 
  2. From the Destination field, select Save as PDF from the dropdown. 
Figure 3. Save as PDF
  1. Click Save.