You can also export the linked issues and linked documents of a process/checklist/form when you export the process/checklist/form.

This article will focus on explaining how to include the linked issues or linked documents when you export a process/checklist/form as PDF.

When you export a process/checklist/form or batch export processes/checklists/forms as PDF you will see these download options within the Download Process Menu as shown below.

Export process:

Batch export processes:

Export a form:

What are these preference items for?

You will need to tick the checkbox in order to download the linked documents/issues with the process/checklist/form.

Document

Attach documents: Export the processes/checklists/forms with linked documents

Merge documents: If the linked documents are in PDF format, merge them to the processes/checklists/forms as one single PDF

Issues

Attach issues: Export the processes/checklists/forms with linked issues and the issue records will be merged to the processes/checklists/forms as one single PDF

Include issue history: Export the processes/checcklists/forms with linked issues and their history records. The downloaded file will be in ZIP format.