Print a Form

Printing a Form allows you to generate a PDF copy of a completed Form for offline review, record keeping, or sharing. Forms can only be printed from the Desktop App and must already be completed.

Before you print a Form

Before printing a Form:

  • The Form must be completed
  • You must have access to the Desktop App
  • You must have permission to view the Form

Only completed Forms can be exported and printed.

How to print a Form

Completed Forms are printed by exporting them to PDF.

Steps:

  1. Go to Forms → Forms Management
  2. Select the Completed Forms tab
  3. Open the Form you want to print
  4. Click Export to PDF in the top-right corner

A PDF file is generated and downloaded to your computer.

After exporting the Form

Once the PDF has been created:

  • Open the file from your downloads folder, or
  • Click the download link once it appears

You can then:

  • Review the completed Form
  • Print it using your normal print options
  • Save the PDF externally in your desired location if required
  • Edit the PDF copy as desired
  • Email the PDF to other users or external parties

Example of printing a Form

A supervisor needs a hard copy of a safety audit.

The supervisor:

  • Opens Forms → Forms Management
  • Selects the Completed Forms tab
  • Exports the completed safety audit to PDF
  • Prints the document for a site review meeting

Important considerations and best practices

  • Always confirm the Form is complete before printing
  • Use PDF export for consistent formatting
  • Store printed or saved copies securely if they contain sensitive information
  • Printed Forms reflect the state at print time

Printing Forms provides a simple way to share, archive, and review completed Form records outside Samurai CMMS.