PDF records

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. Please note that this is only available to workspace Administrators and Owners. All other roles will not have this option available. (For more information about workspace roles, see the articles Standard Roles and Custom Roles.)

Begin by selecting a record in the data view to bring up the form view. Generate a PDF of the record and any related records on other forms by clicking the button in the upper right corner of the record next to the Folders button (see the image below).

A pop-up modal will appear, presenting administrators with 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.

Once the selections have been made, select Continue to generate the PDF. The resulting file will contain all selected forms and any uploaded attachments , which will appear in the order they are listed. The resulting PDF file will be automatically be downloaded using the browser download tool.

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