Editor: Export Document

Prerequisites

• You have a contract open in the editor.
• Contract status is Draft or Revisions Requested.
• You have permission to export.

Steps

• 1. Open File Menu: Click the file icon (Save dropdown) in the toolbar.
• 2. Select Export: Click Export in the dropdown menu. The download will start automatically.
• 3. Confirm Export: A toast message appears: “Export Successful: Your document is being downloaded.” Check your browser’s download bar or downloads folder for the exported file.

Tips

• Ensure your contract is in Draft or Revisions Requested status to enable export.
• The exported file will have the filename and format based on your settings (e.g., .html or .pdf).
• If export fails, check for any system errors in the toast notification.