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.
🗺️ 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. Three modes are available, each with two sub-options:
|
Mode |
Behavior |
|---|---|
|
One page without conditions |
Produces one page per step. Conditions are not rendered; Algorithm Trackers show static idle text. |
|
One page without + one for each condition |
Produces one page per step (no conditions) PLUS one page per condition. All pages are included. |
|
One page for each condition |
Produces pages only for conditions. Steps without any conditions still produce one page. Steps WITH conditions skip the no-condition page. |
Sub-options for each mode (condition page rendering):
|
Option |
Description |
|---|---|
|
Disabled |
Standard rendering — no additional highlighting on condition pages |
|
One page per condition with instrument highlighting |
Condition-specific items are visually highlighted on the P&ID, making it easy to spot which instruments are active in each condition |
|
One page per condition without highlighting |
Condition pages render without additional highlighting |
💡 Example
A process with 3 steps: Step 1 (no conditions), Step 2 (1 condition), Step 3 (2 conditions):
|
Mode |
Pages Produced |
Sequence |
|---|---|---|
|
One page without conditions |
3 pages |
S1, S2, S3 |
|
One page without + each condition |
6 pages |
S1, S2, S2-C1, S3, S3-C1, S3-C2 |
|
One page for each condition |
4 pages |
S1, S2-C1, S3-C1, S3-C2 |
🎨 State Display
Controls how States are rendered on the P&ID:
|
Option |
Description |
|---|---|
|
Show shape labels and text only |
Shows valve shapes and text labels only — the simplest visual representation |
|
Show valve opening percentages |
Adds percentage values to valve positions (e.g., "50%") |
|
Show state names and percentages |
Shows state names and percentages without imprime marking (e.g., "Open 100%") |
|
Show state names, percentages, and Imprime marks |
Full display including imprime stamps — the most detailed visual representation |
💧 Fluid Simulations
|
Option |
Description |
|---|---|
|
Enable |
Renders Fluid Simulations on each step page |
|
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:
|
Mode |
Description |
Output |
|---|---|---|
|
Create separate files per P&ID |
One PDF for each Process + PID combination |
Multiple files |
|
Group pages by P&ID drawing |
One PDF per Process. All PIDs grouped sequentially: PID1 all pages, then PID2 all pages, etc. |
One file per process |
|
Combine all P&IDs into one document |
One PDF per Process. PIDs interleaved by step: PID1-S1, PID2-S1, PID3-S1, PID1-S2, PID2-S2, ... |
One file per process |
✂️ 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
-
Open the Module Ribbon and click Export to PDF in the Export panel
-
Check the CIP processes you want to include (e.g., "CIP Caustic", "CIP Acid")
-
Check the relevant P&IDs that are currently open
-
Choose a page mode — for a qualification binder, One page without + one for each condition gives the most complete view
-
Set the state display to Show state names, percentages, and Imprime marks for maximum detail
-
Enable Fluid Simulations if you want flow paths visible on each page
-
Set the merge mode to Combine all P&IDs into one document so the reviewer sees all P&IDs for each step together
-
Click Export — the PDF is saved to the
Exports/PDFsubdirectory
📍 Output Location
PDF exports are saved to the Exports/PDF subdirectory within the project folder structure (see File System).
🔖 Bookmarks
The generated PDFs include bookmarks (PDF outline) for easy navigation between steps and conditions within the document.
🔗 Related Pages
-
Export Processes to Excel - Standard — template-based Excel alternative
-
Export Processes to Excel - Tabular — valve status matrix
-
Export Processes to Excel - Algorithm — algorithm condition export
-
Export Processes to Excel - Validations — validation status export
-
Export / Import — cumulative export overview
-
Fluid Simulations — fluid flow rendering
-
Module Ribbon — where the export button is located