Documentation
Export to DOCX and PDF
Your material is not locked inside the service. A note, task, meeting or document exports to DOCX or PDF in a single action.
What gets exported
- A note - its title and text, without the attachment list.
- A task - its title and description, without service fields.
- An event - its title and description, without time or attendees.
- A document - its title and recognized text or description.
Why it matters
Export covers two different cases. The first is sharing: send an estimate or meeting summary to someone without an account. The second is taking your own data with you: you can always move your material out in ordinary formats, without depending on the service.
How to download a file
- Open the note, task, meeting or document you need.
- Choose Word or PDF in the actions panel.
- Wait for the file to be prepared - the browser starts the download.
Export creates a separate file and does not change the source entity in Vio.
When to choose DOCX or PDF
DOCX fits material that the recipient needs to edit further. PDF is better for reading and sharing a finished version with stable layout.
Both formats are generated from the selected entity's text data. Export does not run an AI action or change the original.
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