Export and Print Templates

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

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 you are interested in printing from your homepage. Next, click the “More” button in the right-hand menu to expose the “Print this Template” option.

Printing Templates

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

You can use your browser’s print dialogue to select the printer of your choice under “Destination” (Chrome), or “Printer” (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

Firefox

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

Save as PDF Firefox

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

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

Learn how to Export and Print Checklists

Learn how to export checklists to a CSV file


 

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