Create PDF of certificate / report [03-0304]
There are 3 ways to create a PDF of a certificate or report:
1) Using the black 'Report' button in the 'Current Jobs' table
- In the 'Current Jobs' table, go to the black 'Reports' button for the job in question - it is on the right hand side
- From the drop-down menu that appears - select whether to 'Preview' the full job, or just a part of it
- Select the appropriate options from the 'Report Options' drop-down menu and click 'OK'
- Note that a warning message may now appear notifying you that the job is incomplete: you can skip this, or exit the preview and address the issue(s) raised
- When the PDF has been generated a menu appears: click the 'Open PDF file' button
- Download the PDF using the download icon in the PDF header bar - usually it is at the top right hand side
2) Using the blue 'Reports' button in the job title bar
- Open the job in question
- Click on the blue 'Reports' button in the job title bar at the top of the screen
- Select whether to 'Preview' the full job, or just a part of it
- Select the appropriate options from the 'Report Options' drop-down menu and click 'OK'
- Note that a warning message may now appear notifying you that the job is incomplete: you can skip this, or exit the preview and address the issue(s) raised
- When the PDF has been generated a menu appears: click the 'Open PDF file' button
- Download the PDF using the download icon in the PDF header bar - usually it is at the top right hand side
3) Using the 'Preview Report' option in the 'In-Job Menu'
- Open the job in question
- Click on 'Preview Report' in the 'In-Job Menu' side bar
- Select the type or report to generate, and whether to add signatures etc.
- Click the blue 'Preview Report' button
- Note that a warning message may now appear notifying you that the job is incomplete: you can skip this, or exit the preview and address the issue(s) raised
- The job will appear on screen: download it as a PDF using the download icon: it is at the top right hand side
Remember: whenever you download a PDF to your mobile device or your PC you should take care to give it a memorable name, and save it in a memorable location.
Creating, downloading and emailing PDFs is straightforward, but if you have any problems get in touch: software@megger.com
[Article 03-0304-05]