Support Center

How to Download to a PDF/Print from Notes, Documents, Invoices, Quotes and Studio Share

When you want to download, or save to PDF, a note, document, invoice, quote, or studio share in Aisle Planner, you will be using your browser to generate the PDF, which is slightly different then the other tools in Aisle Planner.

Every browser supports downloading to a PDF, however the directions are slightly different for each.

For PCs:

If you’re using SAFARI:

  1.  Click the print and preview option.  This will open a preview of the file.
  2.  Scroll to the bottom of the note, where you’ll see a gold bar with print option.  Click PRINT.
  3.  From the print menu that appears, click on the dropdown menu next to PDF and select SAVE AS PDF.

In FIREFOX:

  •  Click the print and preview option.  This will open a preview of the file.
  •  Scroll to the bottom of the note, where you’ll see a gold bar with print option.  Click PRINT.
  • On the print modal that pops out, click the drop down menu on the ‘Printer’ line and choose ‘Print to PDF’.
  • Then it will open up a file asking where to save it, and once you save it you will be able to open/email the PDF.

In CHROME:

  •  Click the print and preview option.  This will open a preview of the file.
  •  Scroll to the bottom of the note, where you’ll see a gold bar with print option.  Click PRINT.
  • On the print modal that pops out, in the Destination area, click CHANGE, then inder ‘Local Destinations’, click ‘Save as PDF’
  • Click SAVE, and then it will open up a file asking where to save it, and once you save it you will be able to open/email the PDF.

In IE/EDGE (which we do not recommend):

  •  Click the print and preview option.  This will open a preview of the file.
  •  Scroll to the bottom of the note, where you’ll see a gold bar with print option.  Click PRINT.
  •  From the print menu that appears, click ‘Microsoft Print to PDF’ and then PRINT.
  • A ‘Save print output as’ file will open up where you can name and select where to save the PDF

For Mac:

Chrome: click Open PDF in preview in lower left corner

Firefox: click PDF dropdown and select Open PDF in Preview or Save as PDF

Safari: click PDF dropdown and select Open PDF in Preview or Save as PDF

 

For iPad/iPhone:

This link provides instructions and screenshots:

How to print to PDF on iPhone, iPad, and Mac

Scroll to Top