Exporting your Playbooks and Cards to PDF can be useful for various reasons—whether you need offline access, want to share printed materials during a training session, or are preparing documentation for compliance purposes. With Whale’s export options, you can easily generate PDFs that match your company’s branding and include useful metadata.
📁 Store backups locally for compliance or audit trails
🖨️ Print training materials or SOPs for on-site teams
📤 Share process content outside your Whale workspace
🏢 Maintain documented evidence for ISO or internal reviews
📥 How to Export a Playbook or Card
Option 1: Export directly from a Playbook or Card
Step 1:
Click the blue Share button next to the playbook title or click the pink Share button on the top right of your card
Step 2:
At the bottom of the pop-up window, click Export to PDF.
Step 3:
Download, print, or save the file to your hard drive.
Option 2: Export multiple items from Workspace Settings
Step 1:
Go to Workspace Settings.
Step 2:
Select Export to PDF from the side menu.
Step 3:
Choose your desired
Board
Library
Playbook or specific Cards
Step 4:
Customize your export options (see below) and download the PDF.
⚙️ Export Options
When exporting, you can tailor the PDF output with the following settings:
Text Watermark: Add a diagonal watermark like Confidential or Internal Use Only.
Watermark Logo: Automatically insert your company’s watermark logo from the branding settings.
Author & Date Info: Include who created the content and when it was last updated.
Header Template: Brand your PDF with a custom header (set in branding settings).
File Naming: Choose a clear and descriptive file name before saving.
System-Generated Headers: PDFs automatically include a header with the playbook name and export date/time, which cannot be removed using current export settings.
Removal of Web Addresses (URLs): To remove web addresses from the footer of your PDF, uncheck the footer URL option in the export settings before downloading.
📌 Example Scenarios
Compliance documentation: Print SOPs for an ISO audit including author and date.
New hire onboarding: Export the Sales Onboarding Playbook to hand out on a new employee’s first day.
Field training: Share printed copies of installation steps from a Card with on-site teams.
Client-facing documentation: Export a process card to PDF with branding before sending to a client.
Exporting to PDF in Whale helps bridge the gap between digital knowledge and real-world application. Whether you’re training, auditing, or simply need a backup—you’re covered.
🧠 Pro Tip: Combine this feature with regular content reviews to ensure your exported materials always reflect the most current version.