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How Do I Download a Document?

We recently updated our download feature for documents (brochures, proposals, contracts, invoices, quotes, and notes) to improve the formatting for you! Now PDF versions of your documents will look cleaner and almost exactly the same as what you see in your account with the new preview-and-print feature. Where you previously saw a “Download” option, now you will see a “Preview and Print” option.

To download a document to a PDF, click on the gold export button you see in the upper right hand corner of your screen. A new window will open with a preview of the document; click the Print in the lower right hand corner of the screen. From there, you can print the document or “Open PDF in Preview” to save it as a PDF.

Aisle Planner Preview to Print Aisle Planner Preview to Print

Pro-tip: If you would prefer that the headers and footers not appear in your PDFs, you can click on “More Settings” to unselect that option.

Aisle Planner Preview to Print

 

Click to Preview/Download a Sample Note

Cake Tasting Notes

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