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Downloading/Printing Custom Document PDFs
Downloading/Printing Custom Document PDFs
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 7 months ago

Downloading and Printing a Single Custom Document

1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard.

2. On the left-side menu, click on Document Repository, then select Custom Documents:

3. Click on the Document you wish to download/print:

4. Click Page Actions in the top right corner, then click Generate PDF.

5. Click Page Actions again after a few moments and click Download PDF.

NOTE: If your Document is large and/or has several photos, it can take some time to generate the PDF. You are free to go elsewhere in the app and then check back after a few minutes if it is taking longer than a few seconds to create the PDF.

6. A new tab will open in your browser with a PDF of the Document you chose. In the top right you will have the options of downloading the PDF (great for email) or printing the PDF.

7. Download or Print the PDF as desired.

Downloading Bulk Custom Documents as a PDF

1. Log in to iReportSource on the web at https://ireportapp.com/login and enter your dashboard.

2. On the left-side menu, click on Document Repository, then select Custom Documents:

3. Click Page Actions and choose Export Custom Documents PDF:

4. Select any filters to export only the Documents you want to see. The only required filter is the Date Range. Click Generate when finished:

5. Return to Page Actions. During the creation of the report, it will show Generating Bulk PDF Report. If you are generating a large report with documents that have multiple pictures each, it may take some time for this to generate.

6. Once it is ready, the text will change to Download Bulk PDF Report. Click here and it will open the PDF in a new browser tab:

7. In the top right corner you will have the options of downloading the PDF (great for email) or printing the PDF.

7. Download or Print the PDF as desired.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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