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Hi,

I have a MS365 PI account and would like to save a SharePoint Client Profile list we have created, into a PDF Report format file, for use by onsite Team Members doing inspection and testing work and for sending to clients in emails as required.

I would like to do this is the simplest and quickest way, either by checking an option in the list or by having a workflow automatically save an individual record after amendment, to save a new PDF file to a library location would be great.

I know I could :

  • Print using a PDF creator, but I would like to be able to configure what is printed as not all fields are needed.

or

  • export and link the list using a data connection to an excel file and then link to a Word doc for mail merge and then save as a PDF, but find this very painful method.

Suggestions please would be much appreciated.

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