Overview

Export any managed document as a formatted PDF for printing, offline reference, or sharing with external parties. The PDF export includes the document content, header information, and version details.

Who can access this: Admin Quality Manager Document Manager Any user with view access

Navigation: Managed Documents → [Select Document] → Export PDF

 

Step-by-Step Instructions

  1. Open the document you want to export.

  2. Click the Export as PDF button (or the PDF icon in the toolbar).

  3. A PDF preview will be generated. Review the document layout.

  4. Click Download to save the PDF to your computer, or Print to send directly to a printer.

 

PDF Contents

The exported PDF includes:

  • Document header with title, document number, version, and status
  • Metadata block (author, effective date, review date)
  • Full document content with formatting preserved
  • Page numbers and footer information
Tip: For audit purposes, export and archive PDF copies of published documents. The PDF includes all version and approval information, providing a self-contained record.

 

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