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PDF Export

Whether you're looking to export for safe keeping or you simply love to have a hard copy to hand, we've got you covered!

Elle avatar
Written by Elle
Updated over 3 months ago

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 require a hard copy at hand.

How to export a document as a PDF

First, make sure you're in edit mode and on the document you wish to export, and then head to the three dots next to "Settings" and select export. This will automatically download a copy of the most recently published version of the document.

Alternatively, in your document settings page, under "Sharing and Templates" you'll see the option to change your PDF download settings. This will also allow you to download your document as a PDF by clicking the box shown next to this setting.

How to enable PDF Download for your team

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

Simply toggle the PDF Download setting 'on' to allow all readers to download this document themselves.

Where can readers download PDFs?

Navigate to the info button, if there is a document owner their profile will be the info button. Select and the sidebar pops out. Here you can download the PDF copy to be used however you need.

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 πŸ™‚

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