Exporting your Waybook documents is simple! ✨

In just two clicks, you can have a PDF version of a document and all of its steps saved to your device ready for you to share with someone outside of your Waybook or just because you love having a hard-copy at hand.

How to export a document as a PDF

First things first, make sure you're in edit mode and on the document you wish to export and then head to settings, highlighted below:

On your document settings page, you'll see the option to change your PDF download settings and there are a couple of things you can do.

First and foremost, you can simply download your document as a PDF by clicking the link highlighted below:

See! We told you it was easy 😊

Next, you can decide whether you also want to allow your team members with read access to download documents as a PDF. This is particularly useful for any forms or other documents that may be required in hard copy.

Simply toggle the highlighted field 'on' to allow all readers to download this document themselves.

In the unlikely event you spot any formatting issues with the PDF version of your document, reach out to the support team and we'll be happy to investigate 🙂


What's next?

  • Want some help getting the most from your Waybook? We're constantly updating our best practice tips in the help centre, which you can access here.

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