56.1 Bulk PDF Exporter Overview

AIUNIFY CRM provides a Bulk PDF Exporter for users who have the required Bulk PDF permission.

The exporter allows multiple eligible CRM Sales records to be collected through one export workflow rather than downloading documents one record at a time.

56.2 Permission-Based Availability

The Bulk PDF Exporter appears only when the signed-in staff user has permission to view the feature.

Within the exporter, available transaction types also depend on your access to the underlying CRM records.

56.3 Opening the Exporter

1. Open Utilities.
2. Select Bulk PDF Exporter.
3. Review the export types available to your account.

Bulk PDF shortcuts can also appear from transaction areas such as Invoices, Estimates, and Proposals when you have the applicable access.

56.4 Available Export Types

The exact choices depend on permissions and the records available in your CRM. Supported bulk PDF workflows include Sales records such as:

• Invoices.
• Estimates.
• Proposals.
• Credit Notes.
• Payments in applicable Customer export workflows.

56.5 Selecting an Export Type

Select the transaction type that matches the documents you need.

Do not combine different business purposes simply to create a larger file. Use separate exports when different transaction types or date ranges need separate handling.

56.6 Status Filter

The exporter can use the status filter associated with the selected export type.

Use Status when you need documents belonging only to a particular transaction state.

56.7 Date Range

The Bulk PDF workflow supports Date From and Date To values.

Use these fields to limit the export to the intended business period. Verify both dates before starting a large export.

56.8 Payment Mode

The exporter supports a Payment Mode input for export types where Payment Mode is relevant.

Select from the existing Payment Modes available in your CRM rather than treating the export workflow as a place to change financial configuration.

56.9 Tag Filter

The Bulk PDF exporter also accepts a Tag filter.

Use Tags when your CRM records are already classified in a way that helps identify the records needed for the export.

56.10 Customer-Specific Bulk PDF Exports

Customer records can provide transaction-specific bulk export workflows for permitted records.

Confirmed Customer-oriented exports include:

• Credit Notes.
• Invoices.
• Estimates.
• Payments.

These workflows can use transaction-specific Status, date, Payment Mode, and file-name information where applicable.

56.11 Running an Export

1. Open the Bulk PDF Exporter.
2. Select the correct export type.
3. Select the desired Status when needed.
4. Enter the intended Date From and Date To.
5. Select a Payment Mode if relevant.
6. Select a Tag if relevant.
7. Review all filters.
8. Start the export.
9. Allow the CRM to prepare the files.
10. Review the resulting export after it is produced.

56.12 No Data Found

If no records match the export criteria, review your transaction type, date range, Status, Payment Mode, Tag, and record permissions.

Do not alter valid Sales records merely to force them into an export. Correct the export criteria instead.

56.13 Best Practices

• Use the narrowest practical date range.
• Review Status filters.
• Export only records you are authorized to access.
• Keep separate business periods or document types separate when appropriate.
• Verify the resulting PDF collection.
• Store exported financial documents securely.