Contents of the Export to PDF Dialog Box
When you export a proposal as a PDF, you can also finalize draft records from the hubs that are part of that proposal.
Field | Description |
---|---|
Page | This column lists the pages of the proposal and the respective records on each page. |
Record Type | This column lists the hubs for the draft records that are included in the proposal. |
Finalize | Click this link to finalize the specified proposal records before exporting. When complete, the link changes to Done and is no longer active. |
Finalize All | Click this link to finalize all records in the proposal before exporting. |
Continue to Export | Click this option to export the proposal and open it. Your browser settings determine how the file is opened. For example, if you export the file as a PDF, it opens in a browser tab or in Adobe Acrobat, depending on your browser settings. |
Cancel | Click this option to close the dialog box without completing the record export. If you had finalized any records, that action is not undone when you cancel the export. |
Parent Topic: Export to PDF Dialog Box