Export Documents to PDF

You can export the content of Documents to Portable Document Format (PDF). During the export operation you can set options for page size, orientation, fitting output to page, bookmark generation, and inclusion of a header, footer and watermark. You can save the generated PDF to any accessible storage (local or network). Document comments, and comment markers in the Document text are hidden in the PDF output (except when exporting the Compare view in the Document history).

Administrators can configure the default content of the header and footer in generated PDF documents, either globally for the repository, or for a specific project. Headers/footers can include such information as the page name, history revision number, creator's user name, the export date, current page number and total number of pages, for example, 7/20. For information, see Configure PDF Export.

PDF header and footer content can also be configured for individual Documents during the Export action. This is an advanced configuration requiring knowledge of XML.

You can prevent pages breaks from occurring within Work Items by enabling the No Page Break in the Document Presentation dialog box, accessible in the Document Editor (click the Work Item type icon in the toolbar). When selected for any Work Item type, Polarion attempts, as much as possible, not to have page breaks occur in Work Items in the exported PDF document.

Note:

Image or Attachment Previews inserted in a document are preserved when the document is exported to PDF.

Tip:

Polarion does not clean up HTML within a Wiki content block. If a block contains invalid HTML, even though it may look fine in a browser, it may look different when exported to PDF or Word formats.

Recommendation: Use something like HTML TIDY to clean up Wiki block HTML before exporting.

Export a Document to PDF:

  1. Open the Document you want to export.

  2. In the Document Editor toolbar, click and select Export to PDF on the drop-down menu. The Export to PDF dialog box appears.

  3. In the dialog box, select the desired options for the PDF document.

  4. When you have set all options the way you want them, click Export.

    Tip:

    You can change the settings and quickly export the same Document again until you close the dialog box.

  5. Save or open the exported PDF according to options presented by your computer's operating system.

Customize the PDF Header, Footer, and Watermark

Advanced users who can work with XML can optionally customize the PDF header, footer, or watermark. In the Export to PDF dialog box, select the Include header, footer and watermark check box, and then click the Configure link beside it. The Configure Headers, Footers and Watermarks dialog box appears, containing an embedded XML editor, in which the XML code of the PDF export configuration for the current Document is preloaded. If there is no Document-specific configuration yet, the default XML from the project configuration is loaded, which you can modify and save as the Document-specific configuration.

To include a watermark image, you must add a <watermark> element to the configuration. For detailed information on including watermarks in exported PDF documents, see Configure PDF Export and Configure Export Watermarks.