Skip to main content

PDF export options (system messages, tool calls)

Atlas Verified help: CH-009

Summary

Use PDF export options (system messages, tool calls) when you need to complete this workflow in Atlas Verified and understand what the app changes afterward. The feature starts from the dashboard Atlas column or Intelligence → Chat History, then usually updates a record, sends a request, creates a file, or opens a detail panel that becomes the source of truth for the next step.

Before you begin

  • Your plan must include this feature. If an upgrade overlay appears, see Understanding paywalls (BC-011).

Steps

  1. Sign in and open the dashboard.

  2. Go to the dashboard Atlas column or Intelligence → Chat History.

  3. Use the primary Create, Edit, Upload, Send, or Save control for this workflow, depending on the screen you opened.

  4. Enter the required fields for PDF export options (system messages, tool calls), review any linked shipment, supplier, document, or billing context, and save the change.

  5. Confirm the updated row, status badge, email, file, or detail panel reflects the action you just completed.

Expected result

The app shows the expected record, email, file, status badge, or detail panel for PDF export options (system messages, tool calls), and you know where to continue the workflow.

Tips

  • Ask follow-up questions in the same thread to narrow results.

  • Dashboard quick actions (DN-004) mirror most create flows.

  • Keep the related shipment, supplier, document, or organization open while you work.

Common issues

  • Upgrade overlay — See BC-011 and your billing tab (BC-003).

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • CH-001

  • CH-002

  • CH-003

Did this answer your question?