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Export binders/slides to a PDF Report

You can export a single Slide or an entire Binder’s content to a PDF file in Activator. These PDFs are typically used for approval of your content in your Clearance process.

The process for creating PDF for Email and Briefs are similar.

If you need PDFs for Medical Legal Review, go here to learn how to extract and MLR PDF Creating a PDF suitable for Approval / MLR process

If Slides in the Binder have multiple states (pop-ups for references or studies as an example) then each one will be captured in a page in the PDF.

So if you have a Slide with 4 states you can expect a PDF with 5 pages.

We recommend that if you are actively editing a document that you save your current changes before continuing.

How to export an entire Binder

  1. From the dashboard overview, find the Binder card and click on the More dropdown button and select Share.

2. Click on “Get PDF report”

3. Pick option to generate PDF report from Activator or PromoMats

Get PDF report from Activator

Get PDF report from Vault

This options allows you to generate a PDF report from your current Binder or Slide in Activator, without having to push the changes to PromoMats

This option generates a PDF report from the latest draft that has been pushed to PromoMats.

How to export a single Slide

The process is the same as for the Binder. Locate the More button on the Slide on the dashboard or, while inside the Slide, locate the Share button at the top right corner.

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