Overview

Export Presets for PDFs allow organizations to create a customized export that contains only the information needed for the purpose intended.

Only ClosePlan Administrators can create and edit Export Presets.

Export Presets are defined and managed at the Template Level. (ClosePlan Admin > Template > select Template > Export Options)

Export Presets are modified versions of the export and contain information tailored to the purpose of a PDF export. For example:

Export Presets may include specific data that addresses the needs of a QBR, a Deal Review or any standard repeatable Business Operation in the Organization.
Export Presets may focus on specific Scorecard questions and answers, may include or hide sections, highlight portions of Account Relationship Maps for Client meetings.

Create a new Export Preset

Select the Template and Version from ClosePlan Admin > Templates > select the version > click Export Presets
In the Presets section, click the Add button - A modal will appear

Enter the Name, optional Description and indicate if the template will be Default and/or Active
- Default: Will be automatically selected in Export Wizard.
- Active: Can be selected by Users.
Save

Available Sections - List of sections available for the Export Preset
1. Toggle - Will enable or disable the section. Users will not see, and will not have the ability to add sections that are disabled
2. Display / Hide - Displays or hides sections. Hidden sections will not be displayed by default, but may be displayed by User preference.
Scorecard - Lists the Categories and Questions in the Template
1. Scorecard Category - Expanded sections display individual questions. Click the arrow to collapse the Section.
2. Question - Question set to be hidden in the Export Preset
3. Question - Question set to be displayed in the Export Preset
4. Scorecard Category - Section set to be hidden in the Export Preset