PDF Download in Item Card
Generate a PDF directly from an item card on your board without ever opening the DocExport view. This is the fastest way to create a single item document on the fly: no automation, just a one-click download.
Perfect for when you only occasionally need a quick document for a single item at the push of a button.
The DocExport view inside the item card only shows Item Level / Item Print templates and always creates a preview for the item you are currently in.
Add the DocExport View to your Item Card
You only need to do this once. Afterwards, DocExport is available on the item cards of your board.
Open any item to bring up its item card.
Click on 'Add View' via the '+' icon to add a new view to the item card.
Select 'Explore more views', search for DocExport and select it.
Tip: We recommend setting the DocExport view as your Default View, so it is always shown first whenever you open an item - no extra clicks needed.
Generate and download a PDF for any item
Open any item on your board. The DocExport view now appears directly inside the item card.
Select a template from the dropdown. Only Item Level templates are listed here.
DocExport instantly creates a real-time preview for the item you are currently in.
Once you are happy with the preview, click the Download button to save your PDF.
DocExport always remembers the last template you selected, so the next time you open an item the right template is already chosen.
That's it: a ready-to-use PDF in just a couple of clicks.
Good to know
Only Item Level / Item Print templates are available in the item card. Board Print and board-level templates are not shown here, as the view always refers to a single item.
The preview always reflects the item you currently have open.
Your last selected template is remembered for next time.
This is a manual, on-the-fly download. If you want to send documents via email, save them to a file column, or generate them automatically (e.g. daily/weekly/monthly), take a look at Actions and Automations.
The item card view lets you generate and download PDFs from your existing or predefined templates, it does not replace creating a template. If you haven't done this yet, set one up first and upload it.
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