How can I print a process?

The Engage Process Viewer allows you to view processes and all related information from multiple perspectives. When you click on a specific process step, you only see the information that belongs to that step — no more and no less.

You can easily zoom in on subprocesses and navigate through complex processes using the scroll bars on the side and bottom of the screen. Even highly detailed processes remain easy to explore.

Although the Viewer offers much more flexibility than paper, there are situations where printing a process is still useful — for example, to annotate a process or display it physically within your organisation.

Print a process diagram

If you only want to print the process diagram, follow these steps:

1. Click the main menu button (logo) in the top-left corner.

2. Select Process diagram.

3. Choose to export the diagram to PDF or Word.

4. Select the desired export options.

5. Click Done.

The document is generated in the background. Once ready, your browser will notify you and save the file in your Downloads folder.

Open the document and use the Print option in the application where the file is opened.

Print a process report

A process report shows the recorded information of the process and its steps. Optionally, the process diagram can also be included in the report.

To print a process report:

1. Click the main menu button in the top-left corner.

2. Select Process report.

3. Choose to export the report to PDF or Word.

4. Click Next to configure the report content:

   • Process step types

   • Captured data

   • Layout of the document

5. Click Done.

The report is created in the background. Once completed, your browser will notify you and save the document in your Downloads folder.

Open the document and select Print in the application where it is opened.