Exporting to PDF and other formats - Help for BMC Online Technical Documentation

Exporting to PDF and other formats

The BMC Online Technical Documentation portal gives you the ability to generate PDF and Microsoft Word documents of single pages, and to create PDF exports of multiple pages in a space.

Creating PDFs

You can create a PDF of a page, a branch (a parent and children), an entire document set, or pages that contain a given label.

To create PDFs

  1. From the Tools menu, select Export to PDF.

    PDF export


    The Export to PDF menu is displayed with preconfigured export settings.

    Export to PDF menu
  2. Perform one of the following steps:
    • Choose an export setting and click Start Export. (The recommended setting for most exports is Branch (this page and its children).)  You will be prompted to download your completed PDF when the export process is completed.
    • Choose Customize Settings and continue to follow these steps if you want to perform advanced PDF customization.
  3. Select a template (for example, BMC Standard).  
    • Templates with the designation (with child pages) export the current topic and all child topics in that branch.  If you are on the Home page, you will export all topics in that space.
    • For best results, export using a BMC Standard template. Others are not optimized for docs.bmc.com content.
  4. If you want to customize your PDF export, choose Customize Settings.
    • To restrict your export to pages with a certain label, select This page and all children with label … and enter the desired labels to add (or exclude) in the General tab.
    • To add a title and other information to the exported PDF, change the settings in the PDF Properties tab.
    • To change how some dynamic content is exported, change the settings in the Content Processing tab:
      • TOC macros includes a Table of Contents that list headings in longer topics.
      • Children macros includes a list of links to child topics on some top-level topics.
      • Export images as original resolution expands the images that are shown in a small size in a topic.
    • To automatically generate full URLs after links (useful if you will print the PDF), check the appropriate check boxes in the Linking tab.  Note that links containing long URLs may cause formatting issues with some tables if this option is selected.
  5. Click Start Export to begin the export process.

Your last export settings will be remembered and you will be able to create another export with those settings without having to reconfigure your PDF. 

FYI

For Confluence 5.85, use the following multi excerpt.

  1. From the Tools menu, select Export to PDF.

    PDF export


    The Export to PDF menu is displayed with preconfigured export settings.

    Export to PDF menu
  2. Perform one of the following steps:
    • Choose an export setting and click Start Export. (The recommended setting for most exports is Branch (this page and its children).)  You will be prompted to download your completed PDF when the export process is completed.
    • Choose Customize Settings and continue to follow these steps if you want to perform advanced PDF customization.
  3. Select a template (for example, BMC Standard).  
    • Templates with the designation (with child pages) export the current topic and all child topics in that branch.  If you are on the Home page, you will export all topics in that space.
    • For best results, export using a BMC Standard (Global) template. Others are not optimized for docs.bmc.com content.
  4. If you want to customize your PDF export, choose Customize Settings.
    • To restrict your export to pages with a certain label, select This page and all children with label … and enter the desired labels to add (or exclude) in the General tab.
    • To add a title and other information to the exported PDF, change the settings in the PDF Properties tab.
    • To change how some dynamic content is exported, change the settings in the Content Processing tab:
      • TOC macros includes a Table of Contents that list headings in longer topics.
      • Children macros includes a list of links to child topics on some top-level topics.
      • Export images as original resolution expands the images that are shown in a small size in a topic.
    • To automatically generate full URLs after links (useful if you will print the PDF), check the appropriate check boxes in the Linking tab.  Note that links containing long URLs may cause formatting issues with some tables if this option is selected.
  5. Click Start Export to begin the export process.

Your last export settings will be remembered and you will be able to create another export with those settings without having to reconfigure your PDF. 

To create a Word export of a page

From the Tools menu, select Export to Word.

Word export

Some types of pages may contain ruled lines that do not appear on your Excel or Word export.  After exporting, you can manually adjust the ruled lines and borders if desired.

XML and HTML exports

If you require an export in XML or HTML format, contact us.

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