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How to export a document as PDF

Once your document is ready in the Document Builder, exporting it as a client-ready PDF takes one click. Here's how.

How to export a document as PDF

  1. Open the document you want to export.

  2. Review the live preview in the Document Builder to make sure everything looks right.

  3. Click Export at the top of the Document Builder. It is available both while viewing and while editing.

  4. Your PDF is generated and downloaded automatically.

The exported PDF is exactly what your client receives

Exports are generated on TCB's servers with the same engine that produces the PDFs sent by email and for signature. The file you download is pixel for pixel the document your client gets: same fonts, same layout, same page breaks. No gap between what you checked and what they received.

Is the PDF ready to send?

Yes. TCB generates clean, formatted PDFs meant to be shared directly with clients, with no extra editing needed.

Can I re-export after making changes?

Yes. Go back to the Document Builder, adjust what you need, and export again. Each export reflects the current state of the document, and the Saved indicator next to the Save button tells you when your latest changes were stored.

Will my PDF have a watermark?

On the Free plan, exported PDFs carry a TCB watermark. Plus and PRO remove it from all your documents. Read Free, Plus and PRO: what's the difference?

What if the PDF does not look right?

  • Check that the Base Service behind the project is properly configured in Base Setup, since it drives the content structure of the document.

  • Make sure the fields in the Document Builder are filled in before exporting.

  • If it persists, contact us through the chat widget.

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