Skip to main content

From the Builder

  • Preview (Ctrl+P) shows the document exactly as it will print, with the sample task’s data, the watermark, conditional elements and every page. From the preview, click Print or Download.
  • Print opens your browser’s print dialog.
The downloaded file is named after the template, followed by the end of the task ID, for example Delivery Receipt-ce04a1.pdf. Text in the PDF is real text: it can be selected and searched.

One task, from the Task List

  1. Open the add-on’s Task List and pick a flow.
  2. Click the print button on the task’s row.
  3. Choose a saved template.
  4. The preview opens with that task’s data. Click Print or Download.

Many tasks at once

  1. In the Task List, tick the tasks you want. Select all ticks every task on the page.
  2. Click Print (n), where n is the number selected.
  3. Choose a template.
  4. Pick how to export:
  1. Click Export. Progress shows “Loading task x of y”; when it is done you see how many tasks were exported.
If a document cannot be drawn for a task, it is skipped and the others are still exported.