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Publish, Export & Share

Export a guide as PDF or DOCX

Create a reviewed document in the format and language your audience needs.

Source reviewed
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Before you start

  • A reviewed guide with saved edits.
  • Project access and download policy that permit exporting.

Prepare the guide

Review the current guide and confirm that edits have saved. Check screenshots, sensitive content and language versions. Project permissions and download policies determine which delivery actions are available.

Choose a format

PDF DOCX
Best for Fixed-layout review and distribution Further editing in Microsoft Word
Layout Fixed, as shown in the preview Editable after download
Languages One file per selected language One file per selected language
Button Export PDF Export DOCX

Both formats use the Document layout, branding and document settings you choose in Publish.

Create the document

Choose a document format, languages and layoutExample with sample data
Example with sample data: the individual-guide Publish page rendered from current source. Select the format, languages and layout before exporting. This fixture does not run an export or verify account permissions.
  1. Choose PDF for fixed layout or DOCX for further editing.
  2. Select the language versions and inspect the document layout.
  3. Start the export once, follow Export activity and inspect the downloaded file.

Choose a document format, languages and layout

Open image in new tab
Source-rendered single-guide Publish controls with PDF and DOCX, language versions, document layout and the export action, annotated in reading order.

Example with sample data: the individual-guide Publish page rendered from current source. Select the format, languages and layout before exporting. This fixture does not run an export or verify account permissions.

  1. Choose the format

    Open Publish from the guide. In Export as document, choose PDF for fixed-layout review or DOCX for an editable Word document.

  2. Select languages

    Select the language versions to export. Each selected language produces its own file.

  3. Check the layout

    Choose a Document layout and inspect the available preview. Check branding and document settings before continuing.

  4. Export

    Choose Export PDF or Export DOCX. For several languages the button shows the number of files. Follow Export activity and allow the browser to download the completed files.

  5. Check the file

    Open the file and check the cover, step order, images, page breaks and selected language.

Inspect the completed document

Inspect a sample finished guideExample with sample data
Example with sample data: a document rendered locally by IPPO's current export renderer. It illustrates the output layout with fictional content, not a completed export from a live account.
  1. Confirm the title and selected language.
  2. Read the instructions in order and compare each screenshot.
  3. Check the actual downloaded file, including page breaks, before sharing.

Inspect a sample finished guide

Open image in new tab
Illustrative finished guide rendered by IPPO's document renderer with a sample title, instructions and screenshot; teaching callouts identify what to check.

Example with sample data: a document rendered locally by IPPO's current export renderer. It illustrates the output layout with fictional content, not a completed export from a live account.

Compare the downloaded file with the saved guide. Confirm the title, selected language, step order, screenshots and any overview content you included. Check the actual file before distributing it; the sample above illustrates an output layout and does not confirm that your export completed.

Understand export activity

Export activity records status and timing. A completed history record does not guarantee a download remains stored: temporary files may already have been removed. Use Download when available or Export again to create a new file.

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