Exports and branding

Registers

Every register (CARs, NCRs, actions, audits, risks, suppliers, documents, training and the rest) has an Export button. Choose Excel spreadsheet or CSV. The export contains the rows matching your current filters, with readable column names and dates in your organisation's format.

CSV values that a spreadsheet could treat as a formula are made safe, so an export can't run anything when opened.

Records and reports

Records such as an audit, a CAR (the full 8D report), a management review or a supplier have an Export menu with PDF (print) and Word document. The print view opens in a new window, ready for your browser's print dialog; choose “Save as PDF” there for a PDF.

Your brand on exports

1. In Settings → Branding, upload your logo (PNG, JPEG or WebP, up to 2 MB).
2. Upload your brand guidelines PDF and choose Propose brand from guidelines. Doctilla reads it and proposes primary, secondary and accent colours, heading and body fonts, and a footer line, marking anything it had to guess.
3. Check the proposal against the preview, change anything you like, and confirm it. Exports use your brand only after a person has confirmed it.

Training video: Branding and exports.

Exports always work

If your organisation becomes read-only because a trial ended or a payment failed, everyone can still read and export everything. Your records are never held back.