This help article is split into four sections. Click the links below to navigate to the relevant section:
Download single item | Download all content | Print content | Export a list of items
| Applicable to | Centro QMS/QMS Starter, Centro KMS, Centro ESSENTIALS |
| NOT applicable to |
Download single item
Web app users given administrator, report downloading or editor access can download PDF versions of single policies, processes or work instructions (if work instructions are enabled). This is known as Single Item Report (SIR).
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Tip |
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If you have enabled release management, you can also download content that has not yet been published (e.g. a policy marked 'Draft'). This is useful for reviewing changes before approval. |
Download opened item
1. When you view each item, it will have a download button. Click this button.
2. Confirm the download.
3. You will be notified when the document is ready. Click Open to open the PDF.
Download and print process map
1. Open the process you would like to print.
2. Click the Map subtab.
3. Select preferred orientation for the map. You can view it either vertically or horizontally.
4. Click the print icon and follow the prompts to save or print the map.
Download from list view
1. Click either the Policies or the Processes tab (depending on what content you want to download) and access list view.
2. Click once on the item you want to download and click Download.
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Tip |
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To select several items at once, hold Ctrl and click once on each item you want to download. |
3. Confirm the download.
4. You will be notified when the document is ready. Click Open to open the PDF.
Download all content
Web app users given administrator access can generate a PDF of policies, processes or work instructions (if work instructions are enabled). Refer to the steps below for details about how to do this.
1. Access either the Policies or the Processes tab (depending on what content you want to download) and access the list view.
2. Click Download.
3. Confirm the download.
Please note that PDF reports with over 500 items will be split into multiple reports and downloaded in a zip file.
You can either download:
- filtered items- items that appear when content is filtered in the web app (e.g. by category, status, last edited date, next review date). See Filter and Sort Content for more information.
- all published-all items that are currently published.
4. The full PDF is generated and takes a few minutes. When complete, click Open to view or save the PDF.
Version control information is included with PDF versions of the policies, processes and work instructions. The information available will differ depending on whether or not you are using release management features.
Print content
You can print all generated documents using your PDF viewer. You can also email the PDF.
Export a list of items
1. Open the items you want to export in list view and click Download.
2. Click on the dropdown menu. Select the option to download the content with version information.
3. Click Download.
4. Click Open. This will download the spreadsheet onto your computer.
5. View the spreadsheet information.