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Export a document and its approval history as a PDF

Updated over 3 weeks ago

One of the main reasons organizations adopt an approval system is to manage cost-related tasks more efficiently. With Collavate, you can streamline the tracking process before and after approval, helping prevent unauthorized changes and clarifying responsibilities.

For example, you can submit transaction documents—such as sales or import invoices, tax invoices, and purchase orders—directly through Collavate. Once approved, the responsible individual can save or print the document as a PDF. This PDF includes essential information such as approval date and time, as well as approver details, and can be used for managerial review, decision-making, or as audit evidence.

By using Collavate’s export as PDF feature, you can also simplify the approval of quarterly activity reports. This not only supports data-driven decision-making but also enhances transparency and accountability across your organization.

Export a Process as a PDF

Note: You can also print ongoing approvals. If there are users in the approval queue who have not yet completed their approval, their approval history will be marked as "In Progress".

  1. From the Process menu, choose a process to export.

  2. In the right side of the process pop-up, click on the More menu at the button of the Process tab.

  3. See the below Print Options to choose the right options for your situation:

    • Print (PDF Download): Export the approval history, approval URL, main approval file, and attached files to a PDF. Includes the URL of the Approval on Collavate and the URL of the approved file within Google Drive.

    • Print (Classic): Put the approval history and the main file only into a PDF.

    • Print with Attached Files (Classic): Export the approval history, main approval file, and attached files to a PDF. Does not include the URLs for the Collavate approval or the file within Google Drive.

  4. Read and agree to the policy regarding PDF conversion.

  5. After a moment, the PDF-converted document will open in a new tab.

Print Options

Option Name

Information included upon printing

Print (PDF Download)

• Approval history
• Collavate Approval URL
• Approved file URL
• Main approval file
• Attached files
• QR code linking to approval (bottom of file)

Print (Classic)

• Approval history
• Main approval file
• QR code linking to the approval (bottom of document)

Print with Attached Files (Classic)

• Approval history
• Main approval file
• Attached files
• QR code linking to the approval (bottom of document)

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