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Inside the job, in the top right-hand corner, you will find 3 dots: ​ ​

1. Inside the job, in the top right-hand corner, you will find 3 dots: ​ ​

3. Choose the content for the PDF (you can pick from the items you have added)

5. Then choose how you want to export the job.

6. You can now attach the PDF in whichever program you like.

Export a job to PDF so you can save it, print it or attach it wherever you need.

How to save or print a job as a PDF

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How to save or print a job as a PDF

Simple, isn't it?