How to export documents
This article applies to the following permission levels:
|✅ Contributor||✅ Author||✅ Designer||✅ Admin|
Export: Documents converted to their finished file format e.g. a HTML file being converted into a PDF document.
Document: Documents can be created by users from their available suite of templates. Documents are the individual pieces of collateral that live inside a project folder e.g. brochures, web ads, signage, business cards, social media tiles etc. These documents can be edited based on the inputs available in that template. Documents may or may not require approval in order to be exported and downloaded, shared or printed.
This article covers how to export documents and either download or use a share link.
What is Exporting?
Exporting is the process of taking your edited document from Outfit and converting it into the required file format.
How to Export
- Once you are happy with your document and have gone through the approval process (if required) select the export button from either within the edit screen or from the project screen as shown below:
Edit Screen (top right corner)
Project screen (top right corner)
PROTIP: Got a lot of documents to export? You can export multiple documents from the project screen, just select which ones you wish to export, and select export
- Once your document is exported, you can either click into the document to view a preview or download it straight from the export screen.
Export Screen: You can download your document straight from the export screen, or select the share link.
Document Preview: Similar to the export screen, you can choose to either download or use a share link, but in this view, you are shown a preview of your document.
Draft exporting, as the name suggests, allows you to export out a draft of your document, prior to going through any approval process. This can be helpful if you need to get an external stakeholders to feedback on a document, and don't want to go through the approval process just yet.
Draft export is only available from the edit screen, and may not be available in all accounts and on all documents.
How to Draft Export
- Click into the edit screen of the document you wish to edit
- If the option is available, you will see the option to Draft Export in the top right hand corner of your screen:
- This will then follow the same process as a regular export, however, there will be a watermark across your document, signifying it is still in draft stage.
Frequently Asked Questions
I can't see the export button, instead, it says 'request approval', how can I export my document?
This means you first need to get your document approved, select the request approval button and you will be prompted with a list of appropriate approvers, once your document is approved this button will change to the export button and you will be able to export your document.
Please sign in to leave a comment.