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Exporting sheets Follow

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Mallory McClure
  • Updated

Sheets in the 2D gallery in Revizto can be exported to PDFs by users with the "Export sheets to PDF" access right. All users in a project can also export lists of specified sheets to excel to summarize key information about those sheets. Sheets are exported from the sheet gallery in the 2D environment in Revizto.

Exporting sheets to PDF is only available on windows devices.

Exporting sheets to PDF

Users with the "Export sheets to PDF" access right can export a single sheet, multiple sheets, and CDE sheets to PDF files from the 2D gallery. 

To export sheets to PDF:

  1. Open the project's sheet gallery by clicking 2D at the top of your application window.
  2. Select the sheets you want to export.
  3. On the top toolbar, click Export , then Export to PDF.
      • If this button is unavailable, you do not have the "Export sheets to PDF" access right.
  1. In the "Export to PDF" window, select the following settings:
    Option Description
    Include issues Select if you want issues to be included on the PDF.  Issues that match the filter (both issues on the sheet and issues projected to the sheet) will be added to the PDF file as pins or markups.
    Print issues as

    Select whether you want to add issues as pins or markups.

    • If you select pins, specify the pin size.

    This option is only available if you include issues in the PDF.
    Export multiple sheets as

    Select whether you want to save all the sheets to a single PDF file, or create a separate PDF file for each sheet.

    This option is available only if you select multiple sheets.
    Include sheet revision in the file name

    Check this box to add the sheet revision as part of the file name.

    This option is only available when sheets are exported as individual files.
  1. Click Export.
  2. Confirm the correct sheets are being exported, then click OK.
  3. Select a location on your device for the file download and save. 
    • If you are exporting sheets as multiple files, the sheets will be saved in a folder named after the date and time of download with a secondary folder named after the project or CDE integration. You cannot name the files while saving them. 
    • If you are saving a single file, you can name the file while saving. 

Exporting an open sheet to PDF

Users with the "Export sheets to PDF" access right can export open sheets to PDF directly from the 2D viewer. As this is done on the currently open sheet, only one sheet at a time can be exported this way.

To export an open sheet to PDF:

  1. In the toolbar of your open sheet, click Export to PDF .
    • If this button is unavailable, you do not have the "Export sheets to PDF" access right.
  2. Select the following:
    Option Description
    Include issues Select if you want issues to be included on the PDF. Issues that match the filter (both issues on the sheet and issues projected to the sheet) will be added to the PDF file as pins or markups.
    Print issues as

    Select whether you want to add issues as pins or markups.

    • If you select pins, specify the pin size.

    This option is only available if you include issues in the PDF.
    Include sheet revision in the file name

    Check this box to add the sheet revision as part of the file name.

    This option is only available when sheets are exported as individual files.
  1. Click Export.
  2. Enter a file name, select a location on your device for the file download, and click Save.

Exporting a previous sheet version to PDF

Users with the "Export sheets to PDF" access right can export previous versions of sheets to PDF from the sheet's version history in the 2D gallery. Because version history can only be viewed for a single sheet at a time, previous versions of sheets cannot be exported to PDF in bulk.

To export a previous sheet version to PDF:

  1. Open the project's sheet gallery by clicking 2D at the top of your application window.
  2. Select the sheet you want to export to open its info pane to the right.
    • If the info pane does not appear, click Info .
  3. In the info pane, click Versions.
  4. Double-click the version that you want to export to open it in the 2D viewer.
  1. On the top toolbar, click Export .
    • If this button is unavailable, you do not have the "Export sheets to PDF" access right.
  2. Enter a file name, select a location on your device for the file download, and click Save.

Exporting a list of sheets to excel

You can export a list of sheets to an excel spreadsheet that summarizes key information about the sheets such as sheet number, name, last synced date, total issues, and tags. 

To export a list of sheets to excel:

  1. Open the project's sheet gallery by clicking 2D at the top of your application window.
  2. Select the sheets you want to include in the excel list.
  3. On the top toolbar, click Export , then Export list of sheets to Excel.
  1. Enter a file name, select a location on your device for the file download, and click Save.

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