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Export to PDF

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Kepion Support
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Introduction

Kepion's Export to PDF feature is a powerful tool that enables users to export Dashboards and Forms as easily shareable and readable PDF documents. This article will guide you through using this feature.

 

 

Export Dashboard to PDF

The Export Dashboard to PDF option exports Dashboard content to a PDF document. 

 

Note: All embedded HTMLs are excluded from the exported file. 

 

1. Select the action menu icon (≡) > Export Dashboard to PDF. 

 

Export_to_PDF_-_Select_Export_Dashboard_to_PDF.png

 

2. Enter a File name for the PDF document. 

 

Export_to_PDF_-_Export_Dashboard_to_PDF_-_File_name.png

 

3. Select what pages you want to export from the Range dropdown: 

 

  • Current Page: Export only the Dashboard Page you are currently on.
  • All Pages: Export the whole Dashboard.
  • Selected Pages: Export a selection of Dashboard Pages.

 

Export_to_PDF_-_Export_Dashboard_to_PDF_-_Range.png

 

4. (If Selected Pages chosen) Select the Dashboard Pages you want to export. 

 

Export_to_PDF_-_Export_Dashboard_to_PDF_-_Selected_Pages.png

 

6. Select OK.

 

Your PDF should be downloading.

 

 

Export Form to PDF

The Export Form to PDF option exports Forms to PDF documents. 

 

1. Select the menu icon (≡) > Export Form to PDF. 

 

Export_to_PDF_-_Select_Export_Form_to_PDF.png

 

2. Enter a File name for the PDF document. 

 

Export_to_PDF_-_Export_Form_to_PDF_-_File_name.png

 

3. Select Orientation:

 

  • Landscape: Horizontal layout (wider than taller)
  • Portrait: Vertical layout (taller than wider)

 

Export_to_PDF_-_Export_Form_to_PDF_-_Orientation.png

 

4. Select Page Size. 

 

Export_to_PDF_-_Export_Form_to_PDF_-_Page_Size.png

 

Note: If you plan to print the PDF, select the appropriate page size. Otherwise, select Auto for optimal readability. 

 

5. Select what Pages you want to export from the Range dropdown: 

 

  • Current Page: Export only the Form(s) on the Dashboard Page you are currently on.
  • All Pages: Export all the Forms in your App.
  • Selected Pages: Export the Forms on selected Dashboard Pages in your App.

 

Export_to_PDF_-_Export_Form_to_PDF_-_Range.png

 

6. (If Selected Pages chosen) Select the Dashboard Pages with the Form(s) you want to export. 

 

Export_to_PDF_-_Export_Form_to_PDF_-_Selected_Pages.png

 

7. Select OK. 

 

Note: Your Filter selections at the time of export will be reflected in the PDF document. 

 

Your PDF should be downloading.

 

 

Conclusion

You can now export your Dashboards and Forms as easily shareable and readable PDF documents. 

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