# How to export a chat to PDF?

Operators can export the conversation history with a client to a PDF file for archiving, sharing with colleagues, or printing. Export works for both regular chats and tickets — for tickets, you can optionally include ticket fields and client data.

## When you need it

- You need to save the dialogue history for archives or reporting.
- You want to share the full context of a request with colleagues, including ticket fields.
- You need to print the dialogue for internal procedures.

## What to know

- **Export to PDF** — creates a file with the message history, dialogue header (ID, subject, author, client, assignee, date), and optionally ticket and client fields.
- **Option "Include ticket/client fields"** — adds custom ticket fields and client contact data (email, phone, name, etc.) to the PDF.
- **Access** — the feature is visible if an administrator has enabled it in instance settings (see [Export to PDF settings](#export-to-pdf-settings)).

## Before you begin

- [x] You are logged in with operator rights.
- [x] Export to PDF is enabled by the administrator.
- [x] You have a dialogue with a client open.

## Step-by-step instructions

### 1. Open the required dialogue

1. Open the dialogue with the client in the **Operator Panel** (Menu → Operator Panel).
2. Make sure the full conversation history is displayed.

### 2. Open the export dialog

1. In the header of the active chat (above the message history), click the menu button (three dots or actions icon).
2. Select **"Export to PDF"**.
3. The export options dialog opens.

### 3. Configure options and download PDF

1. If needed, enable **"Include ticket/client fields"** — then the PDF will include custom ticket fields and client contact data.
2. Click **"Export to PDF"**.
3. Wait for generation to complete (for long dialogues this may take a few seconds).
4. The file downloads automatically to your computer with the name `chatroom-{id}.pdf`.

## What happens after

- The PDF file is saved to your downloads folder.
- The file contains the message history with authors and dates.
- If the dialogue is a ticket and the option was enabled, the PDF also includes ticket fields and client data.

## How to verify it worked

- Check that the file appeared in your downloads folder.
- Open the PDF and confirm the message history displays correctly.
- For tickets with the option enabled, verify that ticket and client fields are present.

## Possible issues

- **"Export to PDF" menu item is not shown** — the feature must be enabled in instance settings. Contact your administrator.
- **Export error** — check your internet connection. For very long dialogues (over 1000 messages), only the last portion is exported.

## Export to PDF settings

Administrators can control the export feature:

1. **"Operator Panel → Chatroom Export to PDF"** — enable or disable export in instance settings. If disabled, the menu item is hidden.
2. **PDF generation timeout** — in Instance Settings you can set the maximum wait time (in seconds) for generating PDFs for long dialogues. The default is set by the administrator.

These settings are available in **Menu → Settings → Instance Settings** (feature toggles and the chatroom export options).

## Related guides

- [Download attachments from a dialogue](/en/operatorline/how-to/download-attachments.md) — save files from the chat
- [View ticket logs](/en/operatorline/how-to/view-ticket-logs.md) — ticket change history