How can I export a record from the Summary View?

Records exported from the Summary View are downloaded to your local computer in PDF format.

Consider the Contacts module.

Follow these steps to export a contact record:

1. Select a record from the List View.
2. Click the ellipsis displayed beside the contact name.
3. Click the Print option.
4. Select a print template from the drop-down.
5. Select Edit & Export.
6. Edit the Print Template by filling the required data fields.
7. Click Save.

To export contacts without editing the Print Template, click Export PDF.