You can manually export PDFs using Admin Download PDFs.

📖 Looking to schedule the export of your materials?

Creating a material export query

1. Go to Queries / Reports.

2. Select New Query.

3. Configure the following settings:

   • Name: Enter a name for the query

   • Type: Configurable Joins

   • Category: Records

   • Base: Select Application or Application by Population

4. Select Save.

5. Select exports that identify the population to export, like Ref and Name. 

6. Add filters to identify the population to be exported. For example, Program or Round.

7. Select Run Query.

8. From Output, select PDF Document Export. A Select Parts popup appears.

Configuring PDF document export settings

Configure the following settings:

Type

Select one of the following:

• Export as a single PDF: Generates a new, single PDF containing all documents for all applicants in the same file.

• Export as individual PDFs within a ZIP archive: Exports a zip archive file containing individual PDF files for each applicant. Each applicant file contains the parts selected.

• Export as individual PDFs within a ZIP64 archive: Exports a zip archive file containing individual PDF files for each applicant. Each applicant file contains the parts selected.

Format

Select one of the following:

• Include headers and footers

• Include copy banner, headers, and footers

• Omit headers and footers

• Omit document resizing, headers, and footers

Insert part

Select the parts or materials to be included in the export. 

For example, a part named "Writing" could be set up to include all writing-related materials, such as Personal Essay, Scholarship Essay, and Writing Supplement. 

If Admin PDF Download Tab Groups have been created, they will appear in the Parts selector. If not, the selector will display a standard list of materials, including all active custom materials created in Materials. 

Note that the default admin PDF download options are not available if at least one custom Reader Tab Group and Reader Tab Material is created. Be sure to create all materials to be downloaded with this method in Reader Tab Groups and Reader Tab Materials when modifying the default behavior.

Exporting the documents

Select Export. The download takes place in the browser window.