To mark a document as complete or to keep a document view-only for record keeping,
export it to a PDF. You can choose to attach the PDF to a document or to a Salesforce
record.
Required Editions
Available in: Lightning Experience
User Permissions Needed
To create, edit, or view processes:
Manage Flow
AND
View All Data
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After
December 31, 2025, existing processes continue to run, and you can activate, deactivate, and
edit them; however, we recommend using Flow Builder. To migrate existing processes, plan
your switch
to Flow Builder and use the Migrate to Flow tool. For new
automations, create flows in Flow
Builder.
After you create a Quip action and select Export to PDF, fill in
the relevant fields to add the action to your process.
Enter a name for this action.
This text appears on the canvas and helps you differentiate this action from others in
your process. The name truncates to fit on the canvas.
Optional. Enter the URL of the document you want to export to a PDF. To use a document
housed in a URL field, set Type to Field Reference, and select the
object’s field.
Optional: To attach the PDF to a document, enter a target document URL. The PDF is added to the end
of the document.
To attach the PDF to a Salesforce record, enter the record’s Salesforce Organization ID and
the Target Record ID. PDFs attached to a record are added to the record’s Files component and
Notes and Attachments component, and are visible to any user with access to the record.
Save the action.
Note To replace the existing Process Builder processes and Workflow Rules
with flows before Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.
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