Download PDFs and review their history

Supported records offer a PDF or download control: examples include purchase orders, payment vouchers and receipts, payslips, IPCs, DPRs, inspections, punch lists, change orders, RFIs, submittals, transmittals, project summaries, safety incidents, agreements and equipment reports. Availability depends on the record, surface, feature and your permissions; viewing a screen does not always include exporting it.

Open the source record and check its data. Select the intended PDF action, especially where voucher and receipt are separate choices. The same action reuses an up-to-date file or requests a new one if the data or branding changed. Wait while the document is queued or rendering. The download starts when it is ready. You do not need to find a separate Generate button first.

The application language is used when requesting a PDF. Choose English or Urdu before downloading, then inspect the result before sharing. Company PDF settings control supported branding such as logo, address, footer, paper size and signature labels. These settings do not supply a real signature or change the source record’s approval status.

Internal users can use History where offered to review earlier generated versions. Portal users receive the supported current document under portal visibility rules. An old PDF remains a snapshot of earlier data, even when a newer source record exists. Label it clearly if you retain it for an audit.

If generation fails, read the message and use the same PDF action to retry after correcting any source problem. If the file is ready but an old download link has expired, request a fresh download through the record. Avoid repeatedly starting the same job while it is still rendering. If it remains stuck, report the record type, number, language and approximate request time to support. Never send a signed download link as your only problem description.