Print a Record

To print a Record

1. Visit the Record.
2. In the sidebar, click Actions
3. Choose the Print option.
   A dialog box opens with printing options.
4. Choose your printing options:
   • Choose to format the record using a Print Form or a Document Template.
     (If you choose Document Template, and none exists, a button appears to let you create one on the spot.)
   • Choose Portrait or Landscape orientation for the printer
   • Choose to Open in a New Window or Save as Document
     When saved as a document, the format that is generated depends on the template:

   • A Word or PowerPoint template is saved as a Word or PowerPoint file.
   • An HTML template is saved as a PDF document.