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Use bulk PDF export
Practical Pixie CRM instructions for use bulk pdf export, including where to go, what to check and how to confirm the change saved correctly.
Where to goUtilities → Bulk PDF Exporter
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for use bulk pdf export, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Utilities → Bulk PDF Exporter in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Record type, Selected records or date range, PDF output options, Generated file.
- Work through Use bulk PDF export using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Record type
Selected records or date range
PDF output options
Generated file
Checks before you finish
- Check date ranges and filters before trusting totals.
- Clear temporary filters when results look incomplete.
- Confirm workspace and staff context before acting.
- Use record history when checking what changed.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.