Request Exports (Workflow)

Modified on Tue, 17 Dec at 2:05 PM

Whether you need a PDF copy of Requests for your files or just prefer to work on paper, it’s now possible to export your Request details! From the action menu of any submitted Request, select Export.

You will see a toast notification letting you know that your export is in progress. A new message will appear when the export is ready for download.

Select the link in the toast message to download the exported PDF of the Request. You can also navigate to your notifications menu if you miss the notification. The export will include the following:

Request Name
Request Status
Request Progress
Request Details (including all completed fields)
Request Attachments (including links to download attachments from Workflow)
Request Deliverables (including links to download deliverables from Workflow)
Requester Insights (if enabled)
Request Due Date
Requester Name
Request Form Chosen
Request Members
Date of the Export

Any links embedded in the Request will take you right to that item for easy access and visibility!

You can also select Ctrl+P (Cmd+P on a Mac) for a printer friendly version of the Request details.