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Product guides · For your team · §09 · Applications

Export an application as PDF

Once you've reviewed a file, you can download it as a clean PDF to keep on record, attach to an email, or hand off.

1

Open the application

From Manage All Applications, click the row you want.

2

Open the ⋮ menu

Click the kebab (three dots) in the top-right of the review view.

3

Choose Export as PDF

Carousel generates a summary of the application and its verified steps, and downloads it.

Carousel Portal — the application ⋮ menu with Export as PDF at the bottom
Detail The ⋮ menu items. Export as PDF sits at the bottom.

The same menu also lets you Send to a Webhook (push the file to your CRM or another system), open Notes, or view the Activity log for the application.