What is Canvas Print View?     

1. Print a single record, multiple selected records, or an entire module’s data
   
2. Create mailing label layouts in Canvas and make them print ready
   
3. Print on standard paper sizes such as A4 or Letter
   
4. Add cutting lines for easy physical separation of content
   
5. Save time and reduce manual errors without leaving your CRM   
   

What Can You Print?     

1. Mailing labels
   
2. Custom record layouts (e.g., forms, certificates, letters, Resume, Event feedback forms, ID cards, etc)
   
3. Any custom layout designed in Canvas
   

Use Cases     

Scenario 1: Printing Shipping Labels     

1. Create a custom mailing label layout using Canvas and get customer contact details automatically from your contact module
   
2. Generate a clean, printable sheet of mailing labels
   
3. Choose to display cutting lines to guide label separation
   
4. Finally, print them out on standard paper sizes like A4, Letter from your selected module
   
5. And, Voila! Your team now has all the address labels they need for daily deliveries.
   

Scenario 2 : Print Service Report Forms in an Auto-shop Repair Firm

1. Customer name, email, and phone number
   
2. Service number and Service date
   
3. Vehicle Name, Complaint, and Feedback 

Scenario 3 : Printing Course Sheets     

1. Create a course sheet layout using Canvas and insert academic details automatically from her courses module.
   
2. Generate a printable sheet with all the course information
   
3. Choose to print them out on A4 or Letter paper size
   
4. Now, her course sheets are ready without having to create anything from scratch.
   

Other examples where you can use this feature

1. Create academic course sheets, promotion letters and more automatically from the courses module,
   
2. Resume, id card, or other identification forms for marketing activities or related events,
   
3. Certificates, contracts, agreements, or guarantees that need to be manually attested by customers
   

Customization Options for Mailing labels 

1. Paper Sizes: Choose from Mailing Label formats based on your printing needs
   
2. Orientation: Switch between Portrait or Landscape mode to suit your layout design
   
3. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click
   
4. Print record in : Choose to print the mailing labels per page or in a list or in a Grid.
   
1. To print mailing labels per page, users can choose the same margin for all sides and align centre options.
   
2. To print mailing labels in a list, users can choose the same margin for all sides, align centre, and cutting lines options.
   
3. To print mailing labels in a grid, users can choose the same margin for all sides, align centre, auto width, and cutting lines options.
   

Note :

1.  Align Center: Aligns your content to the centre of the page or adjust freely 
   
2.  Auto Width: Enable this setting to fit content dynamically within the layout 
   
3. Cutting Lines: Add visible cutting guides to clearly separate labels or sections on the page
   

 Customization Options for A4 or Letter formats  

1. Margins: Define precise margins for your printout or apply the same margin on all sides with a single click.
   
2. Print record in : Choose to print the information per page or in a list.
   
1. To print information per page, users can only choose to apply the same margin for all sides.
   
2. To print mailing labels in a list, users can choose to apply the same margin for all sides and enable cutting lines to guide separation.
   

How to use this feature? 

1. Navigate to the Setup menu and click Canvas under Customization.
   
2. Choose the Print View option and click Create Print Template.
   
3. Select your module, view type, paper size, and orientation, and click Create.
   
4. Paper sizes include : A4, Letter or Mailing labels and Orientation would be Portrait or Landscape.
   
   
5. Add relevant components and data elements to create your print layout.
   
6. Apply relevant print and formatting settings.
   
7. Enter the Canvas name and click Save.
   

1. Navigate to the module whose records you want to print.
   
2. Select the record or a few records that you want to print.
   
3. Click the Action button above and select Print using Canvas option.
   
4. Apply relevant print and formatting settings.
   
5. Click Print.
   

1. Navigate to the module whose records you want to print.
   
2. Click Action on the top-right corner, select the Print option at the bottom, and click Print Using Canvas.
   
3. Apply relevant print and formatting settings.
   
4. Click Print.