How to Print a Process Tool in “My Processes”

Step 1: Access and Save the Process Tool

  • Open the process tool you need.
  • Save it in “My Processes” to enable printing.

Step 2: Click the Print Button

  • Once saved, a Print button will appear.
  • Click the Print button to open your local printer settings.

Step 3: Choose Print to PDF or a Printer

  • In the printer settings, select Print to PDF or choose your preferred printer.
  • Click Print to complete the process.

Step 4: Printing Uploaded Files (Excel or Google Sheets)

  • If printing an uploaded file, first download it using the View File
  • Open the file in Excel or Google Sheets and print it from there.


If you are looking for a Saved file go to the Saved button, choose the file and select the “View File” Button. NOTE: you can also find any saved uploaded files by running a My Processes Report

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