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Exporting PDFs

Generate a shareable PDF of a saved document.

Who this is for: Editors, Admins and Owners.

Steps

  1. Open the document from the engagement’s Documents card.
  2. Click Generate PDF. A Generating PDF window shows progress; the first PDF of the day can take about 30 seconds while the renderer warms up.
  3. The PDF downloads when it is ready.
  4. Every PDF is also kept with the document: click History and look under Generated PDFs, where each one has Download and notes the version it came from.

For a quick paper copy without a file, Quick print prints the document from your browser.

To produce branded PDFs across many records at once — including saved reports — use Reports Manager, a separate extension.

What you’ll see

Common issues

  • PDF looks different from the in-app view — the PDF is rendered by a headless browser with its own fonts; stick to plain formatting in the template.
  • “PDF generated but the download link was missing” — the PDF was made; download it from History → Generated PDFs.
  • Generation fails or hangs — retry; if it keeps failing, open a support ticket.

Last updated: 2026-09-24 · Applies to: CartonCrew v1.57+

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