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Exporting Milestone to Word

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In the new "next generation" it is no longer an option to export a milestone to word (or at least we have not figured it out to date).  Only way have been able to guarantee milestone PDF and milestone Word document are aligned is to kick everyone out of system and export.  (This is needed when sending to printers and/or for excerpts of documents to be included in other in progress documents)

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  • Mike Davis

    Hi Kim!

    I believe I was able to achieve what you are looking for.

    To export a historical revision to DOCX (such as a Milestone) you first need to click on the drop-down menu next to the revision desired and choose Open.

    From that historical revision view, click on the Export option in the top left corner and choose DOCX Beta (.docx).

    This will save a Word version of that particular revision in time. When the file saves, it will append the revision to it's name, like so:

    Is this what you are looking for, or have I missed the mark? Let me know and I'll be happy to help however I can.

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  • Kim Floriani

    Yes thank you!  We didn't realize that it would open a new window thus ensuring it is exact same version. 

    Much appreciated!

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  • Mike Davis

    No worries, Kim. Happy to help :)

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