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Download a PDF generated from a PDF template

Saturday, Sep 20, 2014 by Scott Spence PDF, Download, Process Step

Generated PDF files using variable replacements must be attached to emails. However these PDF files can also be downloaded for immediate viewing, without the email being sent. Assuming that a PDF template is linked to an email do the following: While editing a document select the Process Step that includes the email with the PDF attached. Optionally choose as to whether you want to “send eMails”, then Apply or Save Click on the Workflow history button to get the Status (by Process Step) to have been applied to the document: Click the View Details button for the Status (Process Step) that includes the PDF, to view the Status Preview popup: Click on the Acrobat button to download the PDF file.

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Export Courses, Documents or Contacts

Monday, Aug 18, 2014 by Scott Spence Export, Course Date, Contact, Document, Export Map, Export Queue, Download

To export Courses, Documents or Contacts your login needs to have a role which manage permissions on Course Dates, Documents and Contacts respectively. Use the filter options to selectively pick the items that you want to display. Use the download button to apply the filter to a downloadable, comma separated file. Example This shows the steps to take to download the details of all students for a particular course category Choose the Export menu

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