Export and Print Templates

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

Printing Templates

To print your template, 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 template menu to expose the “Print this Template” option.

export template

You will be brought to a printable version of your template, from which you can use your browsers print dialogue to select the printer of your choice under “Destination” (Chrome), or “Printer” (Firefox/Safari/Internet Explorer) within your browsers print dialogue and print your template.

Export templates as PDF documents

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

To export your template as a PDF document, first, click the cog next to the template you are interested in exporting from your homepage. Next, click the “More” button in the right-hand template menu to expose the “Print this Template” option.

export template

You will be brought to a printable version of your template, from which you can use your browsers print dialogue by clicking “Print” within your browser’s “File” menu.

Chrome

Save the file as a PDF document by selecting “Save as PDF” under “Destination”.

Save as PDF Chrome

Firefox

Save the file as a PDF document by selecting “Save as PDF” in the bottom left corner of the print dialogue.

Save as PDF Firefox

Internet Explorer

Export a PDF by changing the printer selection to “Microsoft Print to PDF” or “Adobe PDF”.

Save as PDF IE

Safari

To save your file click “Export as PDF” directly from the browser File menu.

Save as PDF Safari

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