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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 with issue pins and markups for sharing or reviewing outside of Revizto. Lists of selected sheets can also be exported to a Microsoft Excel spreadsheet to summarize key information about those sheets. Sheets can be exported from the sheet gallery or from an open sheet in the 2D viewer.

Exporting sheets to PDF is only available on Windows devices. Exporting sheets from Revizto 5 on tablets is not available.

In this article:

Required permissions

Exporting sheets to PDF requires specific project access rights. If you are unable to export sheets to PDF, contact your account, project, or license admin.

You can view your access rights in the Project Team tab in Revizto workspace by clicking View project role or Set project role next to your role name. See Managing project roles for more information.

All users can export lists of selected sheets to Microsoft Excel.

Exporting sheets to PDF

You 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 (2 or Ctrl + E) at the top of your application window.
  2. Select the sheets you want to export.

  3. On the main 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, markups, or both.

    • If you select pins, specify the pin size.

    This option is only available if you include issues in the PDF.
    Include markups from drafts

    Select whether you want to add markup and/or issue drafts. 

    This option is only available if one of the sheets has markup or issue drafts.
    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 only available 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 it. 

Exporting an open sheet to PDF

You can export open sheets to PDF directly from the 2D viewer. Since 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 sheet's main toolbar, click Export to PDF .
    • If this button is unavailable, you do not have the Export sheets to PDF access right.

  2. 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, markups, or both.

    • If you select pins, specify the pin size.

    This option is only available if you include issues in the PDF.
    Include markups from drafts

    If there is a currently active draft on the sheet, select whether you want to add markups and/or issue drafts from the current draft only, any drafts on the sheet, or no drafts. 

    This option is only available if the sheet is open on an active draft.

    Select whether you want to add markup and/or issue drafts. 

    The options layout depends on whether there is an active draft on the sheet.

    • Active draft open: The options will be available under Drafts on this sheet when it's selected.

    • No active draft open: These are the only options available under Include markups from drafts.

    This option is only available if one of the sheets has markup or issue drafts.

    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

You can export previous versions of a sheet to PDF from the sheet's version history in the 2D gallery. Since 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 (2 or Ctrl + E) at the top of your application window.
  2. Select the sheet you want to export to open its info panel to the right.
    • If the info panel does not appear, click Info .
  3. In the info panel, 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 Microsoft Excel

You can export a list of sheets to a Microsoft 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 Microsoft Excel:
  1. Open the project's sheet gallery by clicking 2D (2 or Ctrl + E) at the top of your application window.
  2. Select the sheets you want to include in the list.
  3. On the main 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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