Export spec sheets to PDF or CSV

Export spec sheets to PDF or CSV

Applies to: Direct Supply solutions and resources noted; steps may vary by product.

Overview

This article explains how to perform export spec sheets to pdf or csv in the context of eCatalogs & Spec Sheets.

Prerequisites

• Appropriate role/permissions for the action
• Access to relevant Direct Supply site or tool (e.g., Store, TELS, Designer Link)

Steps

1. Open the page or module for export spec sheets to pdf or csv.
2. Complete required fields; validate selections or attachments.
3. Save or submit for approval, as needed.

Verify

• Confirm expected results (e.g., order status, report output, saved settings).
• Check any downstream outputs (e.g., quotes, PM tasks, invoices).

Troubleshooting

• Review validation messages and correct data.
• If issues persist, capture screenshots and contact Support.

Note: This demo content is structured to showcase Zendesk features.