How to Download Process with Linked Content

Overview

This guide explains how to export process forms as PDFs, including any linked documents or issues.

• Purpose: To assist users in exporting process forms with their associated documents and item(s) as a single PDF.
• Who It’s For: General users

Prerequisites: Access to the system's process forms

TABLE OF CONTENTS

• Step 1: Access the Export Options
• Step 2: Configure Export Preferences
• Step 3: Execute the Export
• FAQs & Troubleshooting

Step-by-Step Instructions

✅ Step 1: Access the Export Options

• Navigate to the desired process form or select multiple forms for batch exporting.

• Locate and click on the Download Process menu to view export options.

• Click on the Advanced button at the bottom left of the window to reveal additional export settings.
  
  
  

✅ Step 2: Configure Export Preferences

• In the Download Process menu, you'll find several options:

  • Attach documents: Includes linked documents with the exported form.

  • Merge documents: If linked documents are in PDF format, merges them with the form into a single PDF.

  • Attach issues: Includes linked issues, merging their records with the form into one PDF.

  • Include issue history: Includes linked issues along with their history records; the download will be in ZIP format.

• Select the desired checkboxes based on your export requirements.
  

✅ Step 3: Execute the Export

• After configuring your preferences, proceed with the export by confirming or clicking the DOWNLOAD button.

• The system will generate the PDF (or ZIP file if including non-PDF linked documents) with the selected options.

FAQs & Troubleshooting

❓ Why are linked documents not appearing in the exported PDF?

✔️ Ensure that the Attach documents option is selected before initiating the export.

❓ Can I merge non-PDF documents with the process form into a single PDF?

✔️ No, only linked documents in PDF format can be merged using the Merge documents option.

❓ Why is the export resulting in a ZIP file instead of a PDF?

✔️ If the linked document is not a PDF file type, the system exports the form and its linked non-PDF document in a ZIP file.

To learn more about download forms, click here:

Can I export the entire process as a PDF?

Download a CSV export file for processes.

For further assistance, refer to the system's knowledge base or contact support.