☕ Early access. The redesigned export is currently switched on for beta customers. If you'd like it turned on for your company, contact support. It will be available to everyone in an upcoming release.
What's changed
Visi PDF exports have been rebuilt so a whole project can come out in a single export, rather than level by level. Very large exports no longer fail — they're split into parts — and large exports run on a dedicated service so they don't slow anyone else down.
Where to export from
You can open the export dialog from four places:
The project Visi list — select Visis, or select all to export everything matching your current filters, then choose Export.
The company Visi list — export across every project your company is on.
A single Visi — Once inside the Visi there is a export button top right
Choose a format
Format | What you get | Best for |
Full details | One PDF per Visi with its nested and linked Visis, activity, requirements, comments and an attachments appendix. Optionally add full-size photo pages and the original attachment files. | Handover, external reporting, evidence packs |
Summary | One PDF with a summary card for each Visi, grouped by location. | Status updates to clients and consultants |
List | One PDF with a row for each Visi. | Quick registers and site printouts |
Options
Full-size photo pages — adds each photo on its own page. Full details only.
Include original files — bundles the original attachments in a folder per Visi. Delivered as a zip.
Split per project — company exports can be split into one file per project.
Split by company — one folder per assignee company, each carrying that company's logo. Useful for issuing defect lists to subcontractors.
High-contrast print mode — [confirm label] optimised for black-and-white printing on site.
Bulk Export to CSV
Communicate project status with external parties by simply exporting to CSV to download a data table detailing the status of Visis in your project, complete with vital metadata such as location, assignee, due date, and more.
Mobile Export
You can only export mobile Visis one at a time and is in the top right conner of the visi
Shareable attachment links
By default, anyone on the project can export with shareable attachment links, which let people who don't have access to the Visi view its attachments. To stop this, a Project Admin can switch off Allow shareable attachment links in Project setup > Exports. Turning it off stops new exports printing links; links already shared keep working. From the same page you can also choose how long shareable links last before they expire.
Receiving your export
[Confirm: in-app download link, emailed, or both.] Large exports are generated in parts and arrive as a zip with numbered files, e.g. Richmond Quarter (part 1 of 3).pdf. [Confirm whether the previous 50-Visi limit still applies in the web app — the API allows up to 5,000 Visis per export.]
Exporting via the API
Core API customers can request the same formats programmatically. See Exporting Visi PDFs via API.