How do I download or export or print a PDF document of a policy?

The instructions below will show you how to download a PDF document of the policy. Even though we backup all data on our servers, the ability to download will also give you peace of mind.

Note: if you do not see this feature then get the admin of your organizations' SweetProcess account to enable it for you.
  1. 1

     

    While viewing the policy you want to download, click on the "Actions" button.While viewing the policy you want to download, click on the "Actions" button.

  2. 2

     

    After the drop-down menu appears, click on the "Export to PDF" button.After the drop-down menu appears, click on the "Export to PDF" button.

  3. 3

     

    Once the “generate PDF document” menu loads, click on the “Download PDF document” button to download the PDF version of the policy.Once the “generate PDF document” menu loads, click on the “Download PDF document” button to download the PDF version of the policy.

If you still have a question, we’re here to help. Contact us.