Difference between revisions of "Print a Record"
From AgileApps Support Wiki
imported>Aeric |
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;To print a Record: | ;To print a Record: | ||
# Visit the [[Record]]. | # Visit the [[Record]]. | ||
# | # In the sidebar, click '''Actions''' | ||
# Choose the '''Print''' option.<br>A dialog box opens with printing options. | |||
# Choose your printing options: | # Choose your printing options: | ||
#* Choose to format the record using a [[Print Form]] or a [[Document Template]].<br>(If you choose Document Template, and none exists, a button appears to let you create one on the spot.) | #* Choose to format the record using a [[Print Form]] or a [[Document Template]].<br>(If you choose Document Template, and none exists, a button appears to let you create one on the spot.) | ||
Revision as of 20:21, 14 August 2013
- To print a Record
- Visit the Record.
- In the sidebar, click Actions
- Choose the Print option.
A dialog box opens with printing options. - Choose your printing options:
- Choose to format the record using a Print Form or a Document Template.
(If you choose Document Template, and none exists, a button appears to let you create one on the spot.) - Choose Portrait or Landscape orientation for the printer
- Choose to Open in a New Window or Save as Document
When saved as a document, the format that is generated depends on the template:
- A Word or PowerPoint template is saved as a Word or PowerPoint file.
- An HTML template is saved as a PDF document.
- Choose to format the record using a Print Form or a Document Template.