Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Export Reports, users will need View permissions for the relevant forms
Multiple PDF exports
In SiteMax, you have the option to export multiple PDFs of your completed forms across all your projects into one single document. To access this feature, simply navigate to your company or project view.
Project View
Dashboard > Projects > Select a Project > Safety Reports/Site Reports
Depending on the module you have selected, you should see a "Site Reports" or "Safety Reports" option on the left sidebar.
Company View
Dashboard > Company Reports > All Forms
Under the "All Forms" tab, you can use your filter options to narrow your search.
When you select 2 or more reports, you will find a "Multiple PDF Export" option when you click the Actions drop-down menu. Upon selecting this option, a pop-up window will appear that displays the reports you've selected. From there, you have several options:
Download each file individually by clicking on the "PDF View" link located to the right of each project name.
Download merged PDF - Merge the selected reports into a single PDF document.
Download Zip Here we download the selected files you have chosen to your desktop in a .zip folder.