How To Export a Form to PDF

Modified on Fri, 19 Sep at 5:04 PM

Procify allows you to export any completed form submission as a PDF document. This feature is useful for creating permanent records, sharing form data with external stakeholders, or archiving completed tasks.




You can export PDFs at any time from completed form tasks, making it easy to revisit and save records whenever you need them.





How It Works

To export a form as a PDF, the form task must first be completed and submitted. Then, navigate to the task page you want to export and click the Export to PDF button. 



After the action is confirmed with a success message, you’ll receive an email with the PDF file attached. 



The PDF will be sent to the email address linked to the Procify account used to request the export. 





 



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