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Export a linked item as a PDF

Export a PDF copy of an individual linked item from its detail header, so it can be shared or embedded in wider package exports.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the linked item detail page​

Navigate to the workspace item you want to export and open its detail view so you can see the full header for that linked item.

Open the linked item detail page

Step 2: Locate the PDF export button in the header​

In the linked item detail header, find the PDF export button that matches the export option used on standard form-submission items.

Locate the PDF export button in the header

Step 3: Start the PDF export​

Select the PDF export button; the system will call the export service for that specific workspace item and show a loading state in the header while the PDF is being generated.

Start the PDF export

Step 4: Download or open the exported PDF​

Once the export finishes, download or open the generated PDF file for the linked item, ready for sharing, printing, or embedding in package reports.

Download or open the exported PDF

Step 5: Review any error message if the export fails​

If the export cannot be completed, read the plain-English error message shown so you understand what went wrong and can decide whether to retry or contact support.

Review any error message if the export fails

Last updated: 2026-09-01