FAQs in this section
Can I approve a record from the Summary view?
How can I add a tag from Summary view?
What is the Summary View?
How to share a document from the Summary View?
Can I set Summary View as my default screen to view records?
What does the +New button do?

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.
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