Exporting Items
To select items to export, click the icon with a check mark inside a circle. Once the first image is selected, you can click anywhere on the other images to select them in bulk.
Selecting a single or multi-image image(s) will bring up an Export To option. This option allows you to choose how many photos per page you want to export, name the export, and select an export method.
There are a number of choices for the export method, depending on your permission:
Download - This will download the image(s) as a PDF document
Project File - You can select which RAVE default folder you want this PDF saved to
Contractor File - You can select which Contractor Files folder you want this PDF to be saved to
Client File - This PDF will be saved under the Client Files folder of this project
Client Profile Notes - This PDF will be saved to the Client's Profile Notes in our CRM section
Site/Build Notes - This PDF will be saved with any comment you add to the project site build notes section of this project
Client Site/Build Notes - This PDF will be saved with any comment you add to the project's client site build notes
Schedule Task Comment - This PDF will be saved with any comment you add to the selected schedule task under the comments section of the task
Checklist To Do Comment - This PDF will be saved with any comment you add to the selected TO DO under the comments section of the checklist
Estimate Version Attachment - This PDF will be saved to the selected estimate version as an appended attachment
Quote Request Attachment - This PDF will be saved to the selected quote request as an appended attachment
Quote Attachment - This PDF will be saved to the selected quote as an appended attachment
Purchase Order Attachment - This PDF will be saved to the selected purchase order as an appended attachment
Bill Attachment - This PDF will be saved to the selected Bill as an appended attachment
Supplier Credit Note Attachment - This PDF will be saved to the selected Supplier Credit Note as an appended attachment
Progress Payment Attachment - This PDF will be saved to the selected Progress Payment Invoiceable as an appended attachment
Progress Payment Internal Note - This PDF will be saved with any comment you add to the selected invoiceable as an internal note
Progress Payment External Note - This PDF will be saved with any comment you add to the selected invoiceable as an external note
Invoice Attachment - This PDF will be saved to the selected Client Invoice as an appended attachment
Client Credit Note Attachment - This PDF will be saved to the selected Client Credit Note as an appended attachment
When you select one of the internal ways to export the image, you will be required to select the sub-item such as quote number, bill number, purchase order number, schedule task, todo task, etc. The PDF will then appear as an attachment to that specific location.
You can also choose to include the photo details on the export, which will show the image name, upload date, and Album Name.
The Export to PDF will include the business name, project, contract name, site address, and your company logo. You can then either include or exclude the photo details.
Any time you export from the albums section, an entry will be added to the project's audit trail.
