How to Export a Dossier to PDF

A step-by-step guide to generating offline copies of your Dossiers.

Important: The ability to export Dossiers to PDF is not enabled by default. If you do not see the options described below, please contact our Support Team to request this feature for your account.

You can generate a PDF version of any Dossier for offline viewing, archiving, or sharing with stakeholders outside the platform. Please note that the system currently supports PDF format only; exporting to Excel or other formats is not supported at this time.

1. Navigate to the Dossier

Open the specific Dossier you wish to export. Ensure you are viewing the correct version of the document.

2. Click on 'Print to PDF'

3. Wait for Generation

A notification window will appear saying "You will be notified once the file is ready!" Depending on the size of the Dossier and the number of attached items, this process may take a few moments.

4. Download and Save

Once the process is complete, you will receive an email from us with the PDF which you can download to your computer. Check your browser’s "Downloads" bar or your computer’s default Downloads folder to retrieve the file.

NOTE: There is only option to export a dossier in PDF. Other formats (e.g. excel) are not supported.