Printing Case Information

Using your browser's print option on a case profile will almost certainly not do what you want. It will not magically print the information on a tab row beyond the first tab, will not expand lists that have more than 20 rows, and so on.

There are 3 options for printing information about a case from the main profile.

• Print profiles are created by site administrators and typically appear on the Views menu of a case. Print profiles display a printer-friendly page that can be printed using your browser's print feature.

  Print profiles also work with the Email PDF of Print Profile block and Generate PDF Doc of Profile block.

• Print Case Notes is a static page that displays all case notes in a printable form. There are a limited set of filters you can set before printing, but those cannot be configured as defaults.

  A link for Print Case Notes can be displayed in a Custom Link Box element in the Actions menu on cases, or in a Print element in the Views menu. The latter is currently the only way to have the link show up on closed cases. (Ref: 73970)

• Document templates are created by site administrators, and appear on the "Documents Template" tab of a case (site administrators control the name of the tab, so the name could be different). Templates generate documents, inserting information from the case according to field markers in the templates.