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Exporting SOPs to PDF and Word

Any SOP can be printed or saved as a PDF and downloaded as a Word file, with screenshots and highlight boxes. Bulk export goes through the API or a request.

Updated
On this page
  1. Print or save as PDF
  2. Download as Word
  3. Videos in exports
  4. Exporting many SOPs

SOPCompass has two ways to turn an SOP into a file, both in the SOP’s More menu.

  1. Open the SOP and choose More › Print or save as PDF.
  2. SOPCompass prepares a clean print layout and waits for the screenshots to load (up to 10 seconds), then opens your browser’s print dialog.
  3. Print it, or choose Save as PDF as the destination.

The printout includes:

  • your workspace name and “Standard operating procedure”;
  • the title, Last updated date, Owner and a count of sections and steps;
  • every section and numbered step, with screenshots and their highlight boxes;
  • checklists as printed tick boxes;
  • a footer saying when it was printed and where the current version is.

The app’s buttons, menus, comments and notifications never appear on paper. People reading a share link have a Print button that produces the same layout.

Download as Word

  1. Open the SOP and choose More › Download as Word.
  2. A .docx file downloads, named after the SOP.

The Word file has the same content as the printout, as editable Word text: headings, numbered steps, lists, tables and working links. Screenshots are included as images with the highlight box drawn on, because Word can’t overlay one. If a screenshot can’t be loaded, a placeholder line takes its place instead of the export failing.

Word export is available in the app, not on share pages.

Videos in exports

A video can’t go into a PDF or Word file, so it becomes a line reading “Video: watch it in SOPCompass” followed by a link to the SOP.

Exporting many SOPs

  • API (Business): GET /sops lists every SOP, and GET /sops/{id} returns each one’s cards, steps as HTML and every image address. See the API section.
  • By request (any plan): email support@ironbridgeaiadvisory.com and we will provide an export of your SOP content.

Note: A file is a copy of the SOP at the moment you made it. If the SOP changes, the file doesn’t. For binders on a wall or in a van, add a QR code so people can always open the current version.

Common questions

Who can export?

Anyone who can open the SOP in the app, including viewers, can print, save as PDF and download as Word. People on a share link can print or save as PDF from the share page, but can't download Word.

Does the export include comments?

No. Exports contain the SOP itself: title, details, sections, steps and screenshots. Comments, quiz questions and history are left out.

Will a printed copy go out of date?

Yes, a file is a snapshot. Every printout says when it was printed and where the current version lives, so readers can check. For a copy that never goes stale, use a share link or a QR code.

Can I export my whole workspace?

There is no one-click workspace export in the app. On Business, the API reads every SOP in full with GET /sops and GET /sops/{id}. On any plan, email support@ironbridgeaiadvisory.com and we will provide an export of your SOP content.