Printing a Case

You can print a case or save it as PDF or HTML using a print template that the template administrator has prepared for the given case type. For a purchase order, for example, this is the order form for the supplier. Open printing in the case detail via More → Print. Anyone who can see the case can use it.

No.FieldPurpose
1Print templateWhich print template is used. Lists the print templates of the case template in the order set by its administrator. The first one is preselected. The field is required.
2Print typePrint – HTML (default) opens the print report in a new browser tab, from which you print it. PDF creates a PDF file. HTML creates an HTML file.
3Save print as case documentInstead of being opened, the created file is saved to the case documents. Only available with the PDF or HTML type; with the Print – HTML type the field is inactive.
4PrintCreates the print according to the settings.
5CloseCloses the window without printing. The cross icon and the Close button at the bottom work the same way.

A regular user sees only active print templates. Administrators and Power users also see inactive ones, for example those in progress or retired.

How to print a case

  1. Open the case detail.
  2. Click More → Print.
  3. In the Print template field, select a print template, for example Purchase Order form.
  4. In the Print type field, leave Print – HTML.
  5. Click Print. The print report opens in a new browser tab. Print it using the browser's standard print function.

How to save a print as a case document

  1. Open the Print window and select a print template.
  2. In the Print type field, choose PDF.
  3. Select Save print as case document.
  4. Click Print.
  5. TAS creates the report and saves it to the case documents. The document count on the Documents button increases. The file is named after the print template, for example Purchase Order form.pdf.

If the option is not selected, the PDF or HTML opens in a new browser tab, from where you can save it to your computer.

Allow pop-up windows
The print opens in a new browser tab. If the browser blocks pop-up windows, TAS displays a warning message. Allow pop-up windows for the TAS address and repeat the print.
Saving while working as a substitute
If you are working in the agenda of a colleague you are substituting for and you do not have the right to insert documents, the print is not saved as a document and TAS displays a warning.

What exactly the print contains and how it looks is determined by the template administrator in the print template.

Related: Case detail, Case documents.

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