How to export a PDF from the Casebooks tab in CDMS?
To export a PDF from the Data Entry tab take the following steps:
- Navigate to the Casebook or Form, so a PDF can be generated.
- From the Actions menu, choose Export Blank PDF to export a blank PDF, without entering data. Choose Detail PDF to include data.
- For Detail PDFs, select from the options in the Detail PDF Options dialog and click Continue to export.
Note: This is a general article, configuration may vary. For any questions please contact Veeva support at firstname.lastname@example.org
Vault Help Documentation: Exporting Casebook Data as a PDF