Bulk PDF Export, History, and Troubleshooting
In the bulk PDF export window, you can prepare files for multiple documents, monitor previous exports, and resolve failed generation attempts.
Last updated 13 days ago
Bulk PDF Export
Open Other Functions → PDF Export. Select the document type (e.g., Invoices, Orders, or Quotes), specify the time period, and—if displayed—the organization. Verify the criteria and click Export. This function generates individual documents; the module list PDF provides a table view.
If you do not see the function
Check the menu location. If the item or action is not visible, ask the administrator to check your user role, plan, and enabled features. This note applies to the entire "PDF Export" section.
PDF Export History
The export is prepared in the background and appears in the history log. There, you will see the file name, creation date, and status. Wait for completion, then download the ZIP file. Verify the number of files, names, time period, and at least a few of the PDFs. Distinguish between multiple exports based on date and file name.
PDF Export Errors and Troubleshooting
If the menu is not visible, the administrator must check the PDF export and document viewing permissions. If a job takes a long time to complete, do not create multiple identical export requests; instead, narrow down the time period. If the result is empty, check the type, dates, and organization, and verify whether the documents are visible in their respective module.
If the export still does not complete or remains empty after narrowing the date range and having an administrator check permissions, send Hanna Customer Support the document type, organization, date range, start time and time zone, status shown in the history, and expected document count.
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