Introduction: Learn how to print or download a process tool
Step 1: Select the “Print” icon from the tool bar of the process tool that you would like to print or download.
Step 2: If you want to print the process tool or save it as a PDF select the “Send to Printer” button.
Step 3: Your local printer box will appear and you can then choose to print to PDF or directly to your printer.
Note: if your page breaks are not correct you can go to the process tool in Touchstone and set page breaks using the page break icon in the tool bar,
Downloading a process tool to Word
Step1: Select the print icon and then the “Download to Word” button.
Your process tool when then be exported to Word.
Note: If you have a PC you will see it on the bottom of your computer screen. If you have a MAC it will be in downloads.
Continue below for additional resources:
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Archiving a Process Tool and the Archive Folder
- Saving Process Tools
- Reordering Process Tools and Process Tool Items
- Inserting a Hyperlink
- Building Work Plans
- Deleting Tasks and Expectations
- Editing Existing Tasks and Expectations
- Check Lists
- Scripts
- Upload Files
- Documents
- Custom Forms
- Policy Notes
- Video
- Audio