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Available Export Formats

Prelix Forms offers multiple export formats to meet different sharing and presentation needs. Each format is optimized for specific use cases and audiences.

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Document Formats

Professional document sharing:
  • High-quality PDF generation with consistent formatting
  • Preserves all visual elements and styling
  • Ideal for official documents and presentations
  • Print-ready with proper page breaks
  • Password protection and security options available
  • Embedded fonts and images for universal compatibility

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Web and Digital Formats

Web-ready format:
  • Responsive HTML for web publishing
  • Maintains styling and interactive elements
  • SEO-friendly structure and metadata
  • Easy embedding in websites and portals
  • Mobile-responsive design
  • Customizable CSS styling options
Developer-friendly format:
  • Clean markdown syntax for technical documentation
  • Version control friendly format
  • Easy conversion to other formats
  • Perfect for documentation platforms
  • Supports code blocks and technical formatting
  • Lightweight and human-readable

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Export Process

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How to Export Reports

1

Open Report

Navigate to your report from the Reports dashboard and open it for viewing.
2

Access Export Options

Click the “Export” or “Download” button, typically located in the top toolbar or action menu.
3

Choose Format

Select your preferred export format from the available options (PDF, Word, HTML, etc.).
4

Configure Settings

Adjust export settings such as page layout, quality, security options, or custom styling.
5

Download or Share

Either download the file directly or generate a shareable link for online access.

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Export Customization

Page and document settings:
  • Page size (A4, Letter, Legal, Custom)
  • Orientation (Portrait or Landscape)
  • Margins and spacing preferences
  • Header and footer customization
  • Page numbering and document metadata

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Format-Specific Features

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PDF Export Features

Document protection:
  • Password protection for opening documents
  • Restrict printing, copying, or editing
  • Digital signatures and certificates
  • Watermarks for confidential documents
  • Expiration dates and access controls
High-quality output:
  • Vector graphics for crisp text and images
  • High-resolution image embedding
  • Color profile management
  • Print optimization settings
  • Accessibility features for screen readers

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Word Document Features

Editable Content

Fully editable text, formatting, and structure for continued collaboration.

Style Preservation

Maintains consistent styling that can be further customized in Word.

Track Changes

Compatible with Word’s collaboration and review features.

Template Integration

Can be used as a template for future similar reports.

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Sharing and Distribution

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Secure Sharing Options

File-based sharing:
  • Immediate download to local device
  • Full ownership and control of the file
  • Offline access and unlimited sharing
  • No dependency on internet connectivity
  • Complete privacy and security

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Collaboration Features

Internal collaboration:
  • Share with specific team members or groups
  • Role-based access permissions (view, edit, comment)
  • Real-time collaboration on shared documents
  • Version control and change tracking
  • Notification systems for updates and changes
Client and stakeholder access:
  • Secure external sharing with non-team members
  • Guest access with limited permissions
  • Branded sharing pages for professional presentation
  • Client portal integration options
  • Audit trails for external access
Broader distribution:
  • Public links for wider audience access
  • Embedding options for websites and portals
  • Social media sharing capabilities
  • SEO optimization for public documents
  • Analytics and engagement tracking

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Batch Export and Automation

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Bulk Operations

1

Select Multiple Reports

Use the checkbox selection feature to choose multiple reports for batch export.
2

Choose Batch Export

Select “Batch Export” from the bulk actions menu to process multiple reports simultaneously.
3

Configure Settings

Set consistent export settings for all selected reports, including format and customization options.
4

Process and Download

The system will process all reports and provide a single download link for the complete batch.

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Automated Export

Automatic report generation:
  • Set up recurring export schedules
  • Automatic delivery to specified recipients
  • Template-based automated reporting
  • Integration with business calendars
  • Customizable frequency and timing

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Quality and Optimization

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Export Quality Settings

Optimize output quality:
  • Image resolution and compression settings
  • Text rendering and font embedding options
  • Color profile and print optimization
  • File size vs. quality balance
  • Format-specific optimization parameters
Speed and efficiency:
  • Fast export for quick sharing
  • High-quality export for final documents
  • Batch processing optimization
  • Background processing for large files
  • Progress tracking and notifications
Ensure export success:
  • Pre-export validation and error checking
  • Format compatibility verification
  • Content integrity validation
  • Accessibility compliance checking
  • Quality assurance and review processes

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Troubleshooting Export Issues

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Common Problems and Solutions

When exports don’t complete:
  • Check internet connection stability
  • Verify sufficient storage space
  • Ensure browser allows downloads
  • Try a different export format
  • Contact support for persistent issues
Problems with specific formats:
  • Update your PDF reader or Word application
  • Check file associations and default programs
  • Verify format compatibility with your system
  • Try opening in different applications
  • Use alternative formats if needed
Formatting or display issues:
  • Check export quality settings
  • Verify image and font embedding
  • Try different page layout options
  • Review content for compatibility issues
  • Use web preview before exporting

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Next Steps

Session Management

Learn how to organize and track your form sessions and report generation history.
Export Tip: Choose the right format for your audience - PDF for formal presentations, Word for collaborative editing, and HTML for web sharing. Consider security requirements when selecting sharing methods.