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What is Exporting? 

Exporting is the process of taking your edited document from Content Automation and converting it into the required file format.


How to Export

    1. Once you are happy with your document and have gone through the approval process, 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: You can export multiple documents from the project screen simultaneously. Select the documents in question, and select export.

    2. Once your document is exported, you can select the document to view a preview or download it straight from the export screen.

      Export Screen: You can download your document from the export screen or select the share link.

      Document Preview: By clicking on the document's title, you will be shown the document preview. Similar to the export screen, you can either download or use a share link, but in this view, you are shown a preview of your document.



    Draft Exporting

    Draft exporting, as the name suggests, allows you to export a draft of your document before going through any approval process. This can be helpful if you need external stakeholders' 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

    1. Select the edit screen of the document you wish to edit

    2. If the option is available, you will see the option to Draft Export in the top right-hand corner of your screen:


    3. This will follow the same process as a regular export. However, a watermark will be across your document, signifying it is still in the 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. 


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