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The layout information can be saved in a PDF file for the documentation purpose. It contains all the information related to a layout in tabular format. You can also get the layout details like Name, ID, Description, etc.

You can create the PDF for the following layouts:

  • Advanced Database

  • Advanced Positional

  • Advanced Text

  • Database

  • Excel

  • Positional

  • Text

The first page of the PDF contains the Layout Name, Layout Description, Creation Date, Last Modified By, Last Modified On, Created By, Group Owner and all other fields. The PDF also contains the metadata fields divided into two categories, simple hierarchy and complex hierarchy.   

The fields in simple and complex hierarchy vary based on the corresponding fields available in the layout. 

The simple hierarchy and complex hierarchy information is available in the PDF only for those layouts which contain the metadata fields. 

Generating PDF of a layout

  • On the Layout page, click More menu and select View PDF option to generate the PDF.

    The PDF will be generated and saved in the designated folder given in the browser settings. 

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