How can I print a process?

The Engage Process Viewer allows you to view processes and all related information from multiple perspectives. When you select a process step, only the information related to that step is shown. You can also zoom in on specific details, such as subprocess content. Even in large processes with many steps, navigation remains easy using the scroll bars.

Compared to paper, the Viewer offers many additional possibilities. However, we understand that there are situations where printing a process diagram or process report is still useful—for example, to annotate it manually or to display it visually within your organisation. Printing is also useful if your subscription does not include access to the Engage Process Viewer.

Please note that printing is not done directly from the Modeler. A process must first be exported to another format (PDF, Word, or Excel), from which it can then be printed.

Print a process diagram

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

1. Click the Engage Process logo in the top-left corner.

2. Select Print / Report.

3. Choose Print diagram.

4. Select whether you want to export the diagram to PDF or Word.

5. Click Next to review and configure the export options.

6. Click Finished.

The file is generated in the background. Once ready, your browser will notify you and the document will be available in your Downloads folder. Open the file and print it from the application.

Print a process report

A process report contains the information captured within the process and its individual process steps. Optionally, the process diagram can also be included.

To print a process report:

1. Click the Engage Process logo in the top-left corner.

2. Select Print / Report.

3. Choose Print report.

4. Select an export format:

   • PDF

   • Word

   • Excel

5. Click Next to define the content of the report:

   • PDF / Word:
     Select which types of process steps and which captured data to include, as well as the order and layout of the report.

   • Excel:
     Select which processes, process step types, and captured data should be included and in which order.

6. Click Finished.

The file is created in the background and will be available in your Downloads folder. Open the document and print it from the application.