User Guide: Managing Export to PDF Settings

 This guide explains how to Refresh, Add, Update, and Delete tables for Export to PDF.

Download latest solution package

---

1. Refresh – Sync Tables

Clicking Refresh will show the tables that have been enabled for Export to PDF and remove any that are no longer enabled.

             

When to Use?

• • To see the latest list of tables available for Export to PDF.

• • To make sure only the correct tables are listed.

• • To update the status of tables that were Pending but should now be Active.

---

2. Add – Enable a New Table

To make a new table available for Export to PDF, you need to add it.

Steps to Add a Table:

1. 1. Open Export to PDF Settings.
   2. Click New button.
   3. Enter the table name.
   4. Click Save.

               

The system will enable the table. If successful, the status is Active. If not, it stays Pending.

---

3. Update – Change Table Name

If a table name changes, update it in the system.

Steps to Update a Table Name:

1. 1. Open Export to PDF Settings.

1. 1. Click on the table you want to rename.

1. 1. Enter the new name.

1. 1. Click Save.

The system will remove the old name and enable the new name. If successful, the status is Active; otherwise, it stays Pending.

---

4. Delete – Remove a Table

To stop exporting a table, delete it.

Steps to Delete a Table:

1. 1. Open Export to PDF Settings.

1. 1. Select the table.

1. 1. Click Delete.

The system will remove the table from Export to PDF.

---

This guide helps you manage Export to PDF settings quickly and easily.

Download the latest solution.