> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Download Process with Linked Content

> This guide explains how to export process forms as PDFs, including any linked documents or issues.

### **Overview**

*This guide explains how to export process forms as PDFs, including any linked documents or issues.*

* **Purpose:** To assist users in exporting process forms with their associated documents and item(s) as a single PDF.
* **Who It’s For:** General users

<Note>
  Prerequisites: Access to the system's process forms
</Note>

***

**TABLE OF CONTENTS**

* [Step-by-Step Instructions](#step-by-step-instructions)
  * [✅ Step 1: Access the Export Options](#%e2%9c%85-step-1%3a-access-the-export-options)
  * [✅ Step 2: Configure Export Preferences](#%e2%9c%85-step-2%3a-configure-export-preferences)
  * [✅ Step 3: Execute the Export](#%e2%9c%85-step-3%3a-execute-the-export)
* [FAQs & Troubleshooting](#faqs-&-troubleshooting)

***

## **Step-by-Step Instructions**

### ✅ **Step 1: Access the Export Options**

* Navigate to the desired process form or select multiple forms for batch exporting.

* **Click on the Advanced button** at the bottom left of the window to reveal additional export settings.

  <img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035194/oy2fKlw55OroOjPtw5m-ClIjFlvrqqy_Jg.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=a8f48467d9fc1f761dcb2933e6c131ac" alt="How to Download Process with Linked Content" width="910" height="548" data-path="images/kb/103000035194/oy2fKlw55OroOjPtw5m-ClIjFlvrqqy_Jg.png" />

### ✅ **Step 2: Configure Export Preferences**

* In the Download Process menu, you'll find several options:

  * **Attach documents:** Includes linked documents with the exported form.

  * **Merge documents:** If linked documents are in PDF format, merges them with the form into a single PDF.

  * **Attach issues:** Includes linked issues, merging their records with the form into one PDF.

  * **Include issue history:** Includes linked issues along with their history records; the download will be in ZIP format.
* Select the desired checkboxes based on your export requirements.\\
  <img src="https://mintcdn.com/rdrive/EbynMT9tsV7Qrtdp/images/kb/103000035194/jRiXrlf1EYwMxhYen74oirc4-6204P3s9A.png?fit=max&auto=format&n=EbynMT9tsV7Qrtdp&q=85&s=9ab4d77688f3c683618123cbafa1e1f3" alt="How to Download Process with Linked Content" width="920" height="1404" data-path="images/kb/103000035194/jRiXrlf1EYwMxhYen74oirc4-6204P3s9A.png" />

### ✅ **Step 3: Execute the Export**

* After configuring your preferences, proceed with the export by confirming or clicking the **DOWNLOAD** button.

* The system will generate the PDF (or ZIP file if including non-PDF linked documents) with the selected options.

***

## **FAQs & Troubleshooting**

❓ **Why are linked documents not appearing in the exported PDF?**

✔️ Ensure that the **Attach documents** option is selected before initiating the export.

❓ **Can I merge non-PDF documents with the process form into a single PDF?**

✔️ No, only linked documents in PDF format can be merged using the **Merge documents** option.

❓ **Why is the export resulting in a ZIP file instead of a PDF?**

✔️ If the **linked document** is not a PDF file type, the system exports the form and its linked non-PDF document in a ZIP file.

***

To learn more about download forms, click here:

[Can I export the entire process as a PDF?](https://docs.rdrive.io/web/forms/export/can-i-export-the-entire-process-as-pdf)

[Download a CSV export file for processes.](https://docs.rdrive.io/web/forms/export/download-a-csv-export-file-for-processes)

For further assistance, refer to the system's knowledge base or contact support.
