Zengine administrators have the ability to export a record and any related records as a single PDF file. This provides a convenient way to share program data with external stakeholders in both digital or print formats, or to archive program data for compliance.
As a Zengine administrator, once a record is selected to view, you will now have access to generate a PDF by clicking the button in the image below.
You will have the option to choose which related forms and upload fields to include. Once created, you will get notified and have the opportunity to download the pdf.
Please note that this is only available to workspace administrators and owners. All other roles will not have this option available.