Export and Print Templates

You can easily print and export templates as a PDF in Process Street.

Users: Admins, Members and Guests can export and print templates. 

Export templates as PDF documents

Templates can be exported and saved as a PDF by using the  “Print this template” option.

First click the cog next to the template’s name and then, click the “More options” in the right-hand menu.

Click “Print this Template” and when the print menu opens, select “Save as PDF”. Save the file to a local folder on your device.

Printing Templates

To print your template, follow the same steps outlined above, only this time select your printer from the menu.

Select the printer of your choice under “Destination” (in Chrome), or “Printer” (in Firefox/Safari/Internet Explorer). Now you can print your template.

Chrome

Save the file as a PDF document, or print the template under “Destination”.

Save as PDF Chrome

Safari

To save your file as a PDF click “Export as PDF” directly from the browser File menu. You can also “Print…” from the bottom of this same File menu.

Save as PDF Safari

Firefox

Save the file as a PDF document, or print the template under the browser “File” menu, Print…”

Save as PDF Firefox

Edge

Export or print a PDF by changing the printer selection to “Microsoft Print to PDF” or “Save as PDF” in the browser print menu.

Internet Explorer

Export or print a PDF by changing the printer selection from your printer to “Microsoft Print to PDF” or “Adobe PDF” in the browser File menu.

Save as PDF IE

Learn how to export and print checklists, or how to export checklists to a CSV.


 

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