You can export a single policy record to PDF or export multiple policy records into PDF.
Export Multiple Policies to PDF
1. Go to Policy List View
2. Select all the policy files you want to export
3. Go to the Action Menu and select Export to PDF
4. Go to the Report list
5. Download the file when the Status is Active
The system will take you to the Report list view. Depending on the number of policy file you're export, it may take a few minutes. When the file is ready for download, the status will show Active.
Export a Single Policy Document to PDF
1. Go to the Policy record you want to export
2. Go to the Action Menu and select Export to PDF
3. Go to the Report list
4. Download the file when the Status is Active
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