Export Items & Subitems to PDF

App metadata

{
  "id": 10000982,
  "marketplace_developer_id": 100000026,
  "app_id": 10165854,
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  "description": "<p><strong>From Board to Briefing: Professional PDFs in One Click</strong></p><p>Unlock your&nbsp;monday.com&nbsp;data. Stop wrestling with screenshots and scattered information. With&nbsp;<strong>Export Items &amp; Subitems to PDF</strong>, you can instantly convert complex board data into polished, professional, and shareable documents. Experience a seamless workflow from data to decision-making.</p><p><strong>Why You'll Love This App</strong></p><p><strong>📄&nbsp;Total Layout Control</strong></p><p>Don't settle for a rigid export. You have full command over your document's structure. Select the exact items and columns you need, then&nbsp;<strong>drag and drop them into your preferred order</strong>. This customizability ensures your final PDF is perfectly tailored for its audience.</p><p><br></p><p><strong>🔄&nbsp;Consolidate Items &amp; Subitems</strong></p><p>Go beyond surface-level data. Our app allows you to select parent items and automatically pull in all of their associated subitems. This is perfect for creating detailed task lists, progress reports, and comprehensive project summaries without missing any details.</p><p><strong>🔍&nbsp;Preview Before You Publish</strong></p><p>Generate with confidence. Before you download, our integrated modal viewer lets you&nbsp;<strong>preview the complete PDF</strong>. You can scroll through every page, ensuring the layout is perfect and all your files are included, guaranteeing a flawless document every time.</p><p><strong>🚀 Transformative Use Cases:</strong></p><ul><li><strong>Comprehensive Project Archives:</strong>&nbsp;Combine board data and all attached project files (like specs, mockups, and receipts) into a single, official PDF record.</li><li><strong>Rich Client Reporting:</strong>&nbsp;Send clients one professional document that includes progress data from your board alongside the actual deliverable files.</li><li><strong>Detailed Task Handovers:</strong>&nbsp;Export an item and all its subtasks, including any instruction documents or images attached, for a new team member.</li><li><strong>Financial Snapshots:</strong>&nbsp;Select specific items and columns to create summaries for invoicing, automatically including any attached PDF receipts from a Files column.</li><li><strong>Meeting Agendas &amp; Summaries:</strong>&nbsp;Generate a pre-read document from a board moments before a meeting and download it for distribution.</li></ul><p><br></p><p><strong>🔒&nbsp;Full GDPR and CCPA Compliance</strong></p><p>Your data is fully protected. Neither we nor any third parties have access to your&nbsp;monday.com&nbsp;board information through this app.</p><p><br></p><p><strong>💬&nbsp;We’re Here for You!</strong></p><p>Got a question or need assistance? Reach out through our&nbsp;<a href=\"https://satisfactiondrivers.com/contact-us/\" rel=\"noopener noreferrer\" target=\"_blank\">support form</a>&nbsp;. We promise to resolve any issues within 6 hours.</p>",
  "short_description": "Easily export items and subitems to PDF in monday.com",
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  "privacy_policy_url": "https://satisfactiondrivers.com/privacy-policy/",
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  "name": "Export Items & Subitems to PDF",
  "how_to_use_url": "https://satisfactiondrivers.com/export-item-subitems-to-pdf-documentation/",
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  "keywords": "Workflow documentation,Data export,Column selection,Drag and drop,Client reporting,Project reports,Custom reports,Export subitems,Export items,PDF export",
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    {
      "questionId": 19,
      "shortAnswer": true,
      "detailedAnswer": "Yes\n\nThe app processes limited customer-submitted data necessary to generate PDF exports from monday.com boards. This may include item names, subitems, selected columns, status values, dates, attached files, uploaded documents, comments, and related board content selected by the user for export.\n\nThe app may also process limited non-customer-submitted identifiers required for operational functionality, such as board IDs, item IDs, account IDs, and export configuration metadata.\n\nWe do not use customer data for analytics, profiling, or third-party sharing, and exported data is processed solely to generate the requested PDF documents."
    },
    {
      "questionId": 18,
      "detailedAnswer": "We are using logging services provided by monday.com.",
      "logHostingProvider": "monday"
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    {
      "questionId": 17,
      "detailedAnswer": "We are using storage services provided by monday.com. Any temporary export configuration settings, PDF generation metadata, or operational data required for the export workflow is stored within monday.com infrastructure.",
      "dataHostingProvider": "monday"
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    {
      "questionId": 14,
      "shortAnswer": true,
      "detailedAnswer": "Yes. We have a dedicated security and privacy point of contact for inquiries and incident-related communications.\n\nSecurity & Privacy Contact: Serena Hagen (Data Protection Officer) serena@<satisfactiondrivers.com>. Please remove \"<\" & \">\" before sending email."
    },
    {
      "questionId": 11,
      "shortAnswer": true,
      "detailedAnswer": "Yes. We operate the app in a GDPR-aligned manner and apply privacy-by-design principles. The app is designed to minimize data processing and only processes customer board information necessary to generate requested PDF exports and support export-related functionality within monday.com.\n\nWe implement appropriate access controls, data minimization practices, and incident response procedures consistent with GDPR expectations. Customer data is processed solely for document generation purposes and is not used for unrelated processing activities.\n\nWe also maintain a dedicated privacy contact, Serena Hagen (Data Protection Officer, Serena@<satisfactiondrivers.com>), for GDPR and privacy-related inquiries."
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    {
      "questionId": 10,
      "shortAnswer": true,
      "detailedAnswer": "Yes, redirect behavior is restricted. The app does not implement user-controlled redirects or forwarding to arbitrary external destinations. Any external navigation is limited to approved monday.com resources and Satisfaction Drivers support resources and is presented as explicit user actions rather than automatic redirects.\n\nThe PDF generation and preview functionality operate entirely within the monday.com embedded experience. We do not introduce external redirect paths beyond what is required for standard monday.com integration workflows."
    },
    {
      "questionId": 9,
      "shortAnswer": true,
      "detailedAnswer": "Yes. We protect against mass parameter assignment by accepting only explicitly allowlisted parameters and rejecting unexpected or unsupported fields. Server-side validation is enforced for all requests.\n\nBecause the app operates as an embedded monday.com integration, additional controls are also enforced by the hosting platform. Export configuration, selected columns, item mappings, and PDF generation parameters are validated before processing."
    },
    {
      "questionId": 8,
      "shortAnswer": true,
      "detailedAnswer": "Yes. We intentionally minimize logging and avoid storing sensitive information, including credentials, access tokens, exported document contents, attached file contents, or personally identifiable information (PII), within application logs wherever possible.\n\nLogs are restricted to operational and technical events required for monitoring, export reliability, troubleshooting, and audit purposes. We also do not use third-party session replay or screen capture tools that record user screens, keystrokes, or exported board content."
    },
    {
      "questionId": 7,
      "shortAnswer": true,
      "detailedAnswer": "Yes. We require multi-factor authentication (MFA) for employee access to systems that may process customer data, including cloud infrastructure, administrative tooling, and source control systems. Access is additionally governed through least-privilege principles.\n\nFor monday.com customer environments, authentication and account-level MFA settings are administered by the customer within monday.com."
    },
    {
      "questionId": 6,
      "shortAnswer": true,
      "detailedAnswer": "Yes. We enforce least-privilege access controls for employee and system access to operational and support environments. Access is limited to authorized personnel and granted only when necessary for support, maintenance, or security purposes.\n\nThe app only accesses board data, item data, subitems, and attached files necessary to generate requested PDF exports. Additionally, we do not use session replay or screen-recording tools that capture customer board content or user activity."
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      "shortAnswer": true,
      "detailedAnswer": "Yes. The app treats all user-supplied input as untrusted and applies validation, sanitization, and context-aware output encoding to protect against Cross-Site Scripting (XSS). We do not render raw user input as executable HTML or JavaScript.\n\nAny board content, item names, subitems, comments, or attached file metadata included in generated PDFs is sanitized prior to rendering and export. Because the app operates within monday.com, additional browser isolation protections are also provided by the embedding environment."
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      "questionId": 4,
      "shortAnswer": true,
      "detailedAnswer": "Yes. All state-changing actions are protected against CSRF using standard protections appropriate to the request flow, including anti-CSRF tokens, SameSite cookie protections where applicable, authentication validation, and request integrity checks such as Origin and Referer verification.\n\nAs the app operates entirely within monday.com, certain authentication and session protections are additionally enforced by monday.com infrastructure."
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    {
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      "shortAnswer": true,
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    },
    {
      "questionId": 2,
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      "detailedAnswer": "Yes. We maintain a documented process for managing application updates and security patches across dependencies, infrastructure, and supporting services. Security advisories are monitored continuously, patches are prioritized based on severity and exposure, and updates are deployed through controlled testing and release procedures.\n\nCritical security updates are expedited, and deployment workflows include validation and rollback mechanisms where appropriate."
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    {
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      "detailedAnswer": "Yes. Customer data is logically segregated through monday.com account boundaries and application-level access controls to prevent unauthorized cross-customer access.\n\nExported board content and generated PDFs are processed only within the context of the authenticated customer workspace, reducing the risk of cross-customer data exposure."
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  "created_at": "2025-11-24T14:46:02.000Z",
  "updated_at": "2026-05-13T17:35:06.000Z",
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