The Bulk PDF Exporter utility in the OpenScope ERP SAAS admin portal is a powerful tool that allows users to generate PDF documents in bulk for various purposes. This utility is designed to streamline the process of exporting data from the system and converting it into professionally formatted PDF files.

1. Accessing the Bulk PDF Exporter

To access the Bulk PDF Exporter utility in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/utilities/bulk_pdf_exporter
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Bulk PDF Exporter utility automatically.

2. Selecting Data for Export

The Bulk PDF Exporter utility allows users to select the data they want to export and convert into PDF documents. The available options may vary depending on the system configuration and modules used. Here’s how you can select data for export:

• Choose Data Source: Select the relevant module or section from which you want to export data. This could include modules such as invoices, proposals, reports, or any other module configured in your system.
• Define Filters: Apply filters or criteria to specify the specific data set you want to export. Filters may include parameters such as date range, status, customer or client names, or any other relevant attributes.
• Preview Data: The system may provide a preview of the selected data to ensure accuracy before generating the PDF files.

3. Security and Permissions

The Bulk PDF Exporter utility ensures data security and privacy by adhering to the access levels and permissions defined in the system. Users will have access to export data based on their assigned roles and responsibilities, preventing unauthorized data exposure.