Exploring the Print and Export feature

Phil Gold
Phil Gold
March 18, 2020 | Administration

I’ve been updating the tutorials on the Print and Export feature in Ultimate Forms, which has given me an opportunity to reacquaint myself with how cool it is.

If you’re not familiar, here’s a quick overview: The feature allows you to create templates for anything from a simple printed table to very unique and brand-specific reports, invoices, or other documents.

You can work with whole lists, list items, or even calendars. At its simplest, it’s as easy as selecting field names from a menu.

Add a custom header and footer and adjust the look and feel for fonts and font sizes, colors, and even images using a standard rich-text format editor. You can also adjust margins and the orientation of the printout and make it ready for exporting as a document or email.

You can also work from scratch to create exactly the artifact you need, using your own custom formatted HTML and styling. This gives you maximum flexibility for matching any corporate brand guidelines you might need to adhere to.

Another nice feature is the ability to have a barcode or QR code automatically generated and added to your custom template. This can be handy if you’re printing out inventory lists or doing other tracking activities that need a easy reference.

This all becomes even more powerful when you start incorporating printing and exporting into your workflows. Do you need to send out invoices to your customers? Why not create an Action which starts automatically when a sale occurs that then sends out a preformatted email to your customer with pricing and payment information dynamically added from your data?

The possibilities are endless – all it takes is some imagination! Check out this feature today and start making your printed documents and reports not only automated, but also more pertinent, more info-packed and more eye-catching!

For more information, check out these tutorials:

Introduction to the Print & Export feature (video)

Basic print formatting

Custom Print Headers and Footers

 

Loading...

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.

UltimateForms

Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Related Topics

Infowise logo
© 2020 - Infowise Solutions Ltd
Microsoft partner logo
The awesome power of ULTIMATEforms

Quickly and easily turn time-consuming business processes into automated, efficient workflows.

100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com


Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.

Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.