PRING HelpEnd-user guide | Generate documents from a record
On apps where PRING is enabled, the record view header shows one button per document (for example "請求書", invoice) plus "メール送信" (Send mail), and the list view shows "一括出力" (Batch export) plus a button for each aggregate template. Press the document button and the file is generated.
- Export a PDF or Excel from a record — Generate a document from a kintone record with PRING: press the document button (for example 請求書) in the header and the file downloads in 1 to 3 seconds.
- Send a document by email — Email a document from a kintone record with PRING: press Send mail, enter the mail template ID and send via your company's mail server.
- Batch export from a list — Batch export with PRING: press 一括出力 on a kintone list, choose the template and records, and start.
- When an error appears — PRING export errors and what to do: template not found, contract not confirmed, monthly limit, cannot connect, and passing on the inquiry number.
What each button does
| Button | View | Result |
|---|---|---|
| Document buttons (for example 請求書) | Record detail | Downloads a document for the open record (and attaches it to the record if configured) |
| メール送信 | Record detail | Generates the document and emails it to the recipients defined in the mail template |
| 一括出力 | List | Generates one document per record you select from the current page and downloads them as a ZIP |
| Aggregate buttons (for example 月次売上一覧) | List | Combines the records of the current filter into one document and downloads it |
What you need first
- Exporting from a record and batch export need no typing: press the button and pick the template. Only sending mail needs the mail template ID from your administrator (for example sales).
- If you cannot see the buttons, reload the page and then ask your kintone administrator.