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Who this feature is for
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Assignar provides 3 formats to PDF print a site diary:
- All Data
- This will produce a longer PDF, it includes all information in the site diary including progress tracking, weather, detailed timesheet info, exct.
- Condensed
- This will produce a short (likely 1 page) PDF with all the basic Site Diary information
- Custom
- Allows you to create your own template with the exact data you need in the specific format requested by a client
- You can setup a client specific custom templates and a generic template
Overview Video
How to print Site Diary to PDF
- Select 1 or more Site Diaries you wish to download using the selector on the left side of the screen.
- Tap Print up near the top right hand side of the screen
- Choose which format to print
Setup Custom Print Templates
Click the Manage Print Templates button to begin setting things up
From here, you can add/edit a default template or create client specific templates by clicking the + Add New button. When you custom print a site diary, we will use the client specific template - if there isn't a client specific template then we use the generic.
Wether you are creating the default template or a client specific template, you'll be able to download a sample template to get started and give you a feel for how to use the print variables.
You can modify the sample template to you liking on your computer in Microsoft Word. Please note that there are many more print variables available than what the sample template uses. Once you've made some edits, upload the file by dragging it into the Attachment section or clicking the "select a file" button.
After uploading the file, save the template and print out a site diary to see if it meets your needs. If it isn't quite right, make changes to the file on your computer and upload the new file, save, and print a site diary.
For a client specific template, select any number of clients to use this template.
The video at the beginning of this article gives a basic walkthrough of this process.