create a template for exporting a record as a PDF / word document? Scott Carpenter October 10, 2022 22:59 Updated I'd like to create quote / order documents for a CRM application Anonymous shared this idea · Aug 21, 2014 Related articles Is there a similar feature in Trackvia Express as the document merge function in Trackvia Classic? November, 2023: New Forms Look & Feel, Sandbox Access for Limited Users Is there a way to set up user dashboards to just show the records of the user? How do I export a view to a PDF? Introducing Backup and Restore! Comments 1 comment Sort by Date Votes Leeana Ramos November 02, 2022 02:54 Alex commented · August 21, 2014 9:53 AM Hello, It currently is not possible to export an individual record, only views. There are several options to save a record as a PDF/Word document, however. To save as a PDF while in Google Chrome, select any record and view the record as a Form (or you can create a view to see a single record). Once the single record is selected, you will want to print the page directly from the web browser. The printing options window will allow you to change the printer at the top; this window will provide you an option to Save as PDF. 0 Please sign in to leave a comment.