PDF Options for an Issue Category

 

When creating/editing an issue category, the configuration includes choosing settings for PDF exports. This option is found in the general settings of the category settings.

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The PDF slider box will open.

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Logo: Allows you to have your Logo included or excluded from the header

Account or Stage Custom Fields: Allows you to choose multiple custom account and stage fields to your header

User Time Stamp: Allows you to add an email address along with the time/date

Page Numbers (X of Y pages): Allows you to choose whether page numbers are included

Abbreviated Header for Page 2+: If you select "yes" for this option, only the first page of the export will include the full header will the fields that you have selected to include. Page #2+ will include the logo, stage, and time stamp, excluding the custom fields.

Watermark Placement: A user can choose if a watermark will be included and its location. 

Shrink Document / Add Abbreviated Header: This will scale the attachment and add a header to the page

Include User Time Stamp in Abbreviated Header: This will include the user time stamp in the header

Include Page Numbers (X of Y Pages) in Abbreviated Header: This will include page numbers in the header

Watermark Placement: a user can choose if a watermark will be included and its location.

 

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