You can choose to print your documents in inFlow On-Premise, or export them to a PDF file. The option to print or export is in the same window, so please see below:
For order documents
Open the order you’d like to send. Click the Print button and choose the document you would like to use.
- Select your printer at the bottom of the window and make any changes you want (copies, properties, etc).
- Click the Print button.
NOTE: For custom documents, it is not possible to select the printer as it has to open in Microsoft Word first.
To export/save as:
- Click the Save As button at the bottom of the window.
- Choose where you’d like to save the PDF file and click Save.
- Generate the report you’d like to send.
- Click the Export button and choose what type of file you’d like to save (we recommend PDF, but you can also save as Excel file).
- Choose where you’d like to save the file and click Save.