Overview
Training Providers can export completed forms as PDF documents. This is useful for audits, record‑keeping, or sharing information outside of Onefile.
User Roles
This feature can be used by:
- Training Provider
Steps to Export a Form to PDF
- Click Review forms in the left-hand navigation bar.
- Click the three dots next to the completed form.
- Click Download.
- Click Download PDF.
Important: Only forms that have been completed by all required users can be downloaded as a PDF.
Tips & Notes
- If the PDF option does not appear, check the form’s status to ensure all signatures or approvals are complete.
- PDFs may download multiple documents depending on the form type and attachments.
Terminology
The terminology used in this article may vary depending on your Centre’s configuration.
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Need Help?
If you need assistance, please contact Onefile Support or your internal support team.