How to Generate and Print PDF Forms

Aptien can generate ready-to-print PDF forms from your records (for example, asset handover forms, access badge forms, or equipment issue receipts). You can download the PDF, print it, and have it signed if needed.

How to generate and print a PDF form

1. Open the record you want to print (e.g., an employee or a specific asset).
2. In the left sidebar, click "New report".
3. A list of available print reports will expand (PDF forms – options depend on your app setup).
4. Select the PDF form template you want to use.
5. Click "Run report".
6. A PDF file will be generated automatically.
7. Download the PDF file.
8. Open the file and choose Print.

If you set printing as a quick action, it’s even simpler

1. Open the record you want to print (e.g., an employee or a specific asset).
2. Click the action button, and the PDF form will start automatically.