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Export Processes to PDF

Export processes as PDF to generate visual P&ID documentation for IQ/OQ annexes. Each PDF renders the actual P&ID drawings with valve states, Fluid Simulations, and Algorithm Trackers applied for each step.

Access the PDF export from the Export panel in the Module Ribbon.

🏭 Pharma Example — CIP Qualification Binder (IQ/OQ Annex)

When preparing a CIP qualification binder for an IQ/OQ submission, you can export all CIP process steps as a single merged PDF. Each page shows the P&ID with valve positions for that step — pre-rinse, caustic wash, intermediate rinse, acid wash, final rinse, and drain. Inspectors can flip through the binder page by page, verifying that each valve opens and closes at the correct step. Use the Merge mode to interleave multiple P&IDs by step, so the reviewer sees all drawings for "Pre-rinse" together before moving to "Caustic wash."

⚙️ Export Configuration

The PDF export window provides the following settings:

📋 Process Selection

A checkable list of all Processes in the current Module. Select which processes to include in the export. Use the All Processes checkbox to quickly select or deselect all.

🗺️ P&ID Selection

A list of all P&IDs included in the Module. Only PIDs that are currently open and that activate the current Module are checkable.

📄 Pages for a Step

Controls how Steps and Conditions translate into PDF pages. Two independent checkboxes control which pages are generated:

Checkbox

Behavior

One page without conditions

Produces one page per step. Conditions are not rendered; Algorithm Trackers show static idle text.

One page for each condition

Produces one page per condition. Steps without any conditions still produce one page. Steps with conditions generate one page per condition.

💡 Tip: You can tick both checkboxes to get a complete export — the steps without conditions plus an extra page for each condition. This gives the most complete documentation for qualification binders.

Sub-options (instrument highlighting):

Each checkbox has an associated highlighting option:

Option

Description

Highlight instruments (for step pages)

Instruments referenced by the step are visually highlighted on the P&ID

Highlight instruments (for condition pages)

Condition-specific instruments are highlighted, making it easy to spot which instruments are active in each condition

💡 Example

A process with 3 steps: Step 1 (no conditions), Step 2 (1 condition), Step 3 (2 conditions):

Options Selected

Pages Produced

Sequence

One page without conditions only

3 pages

S1, S2, S3

One page for each condition only

4 pages

S1, S2-C1, S3-C1, S3-C2

Both checkboxes ticked

6 pages

S1, S2, S2-C1, S3, S3-C1, S3-C2

💧 Fluid Simulations

Option

Description

Enable

Renders Fluid Simulations on each step page, showing the fluid stream lines on the P&ID

Disable

No fluid flow visualization

Skip No-Fluid Pages

When enabled, pages where no fluid flows are omitted from the PDF

📎 Merge Mode

Controls how multiple P&IDs are organized in the output. Three modes are available:

Mode

Description

Output

Merge (Group by Phase)

Interleaves PIDs by step — all P&IDs for Step 1, then all for Step 2, etc.

One file per process

Group (Group by PID)

Groups all steps of one PID together, then the next PID

One file per process

Separate

Each P&ID gets its own PDF file per process

Multiple files

📊 Visual Comparison — Merge vs Group

For a project with 2 P&IDs and 3 steps in Process 3:

Merge Mode

Group Mode

PID 1, Step 1

PID 1, Step 1

PID 2, Step 1

PID 1, Step 2

PID 1, Step 2

PID 1, Step 3

PID 2, Step 2

PID 2, Step 1

PID 1, Step 3

PID 2, Step 2

PID 2, Step 3

PID 2, Step 3

💡 When to use which: Use Merge when the reviewer wants to compare all P&IDs side by side for each step (e.g., verifying valve positions across drawings). Use Group when the reviewer prefers to follow one P&ID through all steps before moving to the next.

ℹ️ Note: When using Merge or Group modes, AseptSoft always creates the individual separated files first and then merges them. This means you always have access to both the merged file and the individual per-PID files in the export folder.

📑 Cover Pages (Prefix / Suffix)

You can attach custom PDF pages before and after the exported content:

Option

Description

Prefix PDF

Select a PDF file to prepend (e.g., a title page, table of contents, or regulatory cover sheet)

Suffix PDF

Select a PDF file to append (e.g., appendices, signature pages, or compliance declarations)

Include prefix in page numbering

When enabled, the page numbering continues from the prefix pages (e.g., if the prefix has 2 pages, the first export page is numbered as page 3)

This is especially useful for preparing complete qualification binders with standardized cover sheets and sign-off pages.

✂️ PID Name Trimming

When enabled, common prefixes and suffixes are automatically removed from PID names for cleaner page labels. For example, if all PIDs start with "Project-" and end with "-Rev1", those parts are stripped.

📁 Export Scope

An optional subfolder name. When specified, a subfolder with this name is created inside the export destination to avoid overwriting previous exports.

📋 How To: Export a CIP Process to PDF

  1. Open the Module Ribbon and click Export to PDF in the Export panel

  2. Check the CIP processes you want to include (e.g., "CIP Caustic", "CIP Acid")

  3. Check the relevant P&IDs that are currently open

  4. Choose the page options — for a qualification binder, tick both "One page without conditions" and "One page for each condition" for the most complete view

  5. Enable instrument highlighting on condition pages to visually identify active instruments

  6. Enable Fluid Simulations if you want flow paths visible on each page

  7. Set the merge mode to Merge (Group by Phase) so the reviewer sees all P&IDs for each step together

  8. Optionally attach a prefix PDF with your cover sheet and a suffix PDF with signature pages

  9. Click Export — the PDF is saved to the configured export location

📍 Output Location

PDF exports are saved to the Exports/PDF subdirectory within the project folder structure (see File System). You can configure the export destination in the export dialog. If no custom location is set, AseptSoft uses the default project export path.

🔖 Bookmarks

The generated PDFs include bookmarks (PDF outline) for easy navigation between steps and conditions within the document. Each step and condition gets its own bookmark entry, matching the structure shown in the export preview tree.