Download a shareable dossier for a Brain record from its detail view, with structured fields and references rendered in HTML or Markdown, or use the print dialog to save it as PDF.
Where: Dashboard Brain or Flowgen Brain → open a record → record detail → Download a record sheet.
Key ideas
- The export is a snapshot: Each export captures the currently displayed record and type definition at export time; it is a portable reading copy, not a live synchronized record.
- Three formats, two workflows: Visual HTML and Markdown download directly. Print / Save as PDF opens the browser print flow, where the user chooses a printer or PDF destination.
- References keep their provenance: The sheet includes source-reference metadata such as titles, tags, notes, and extracted context. HTML media may reference existing asset URLs rather than embedding every original file.
Steps
- Open the exact Brain record and verify its type, current fields, body, and reference list before exporting.
- Choose Download a record sheet from the record detail actions.
- Select Download visual HTML for a styled standalone .html file, or Download Markdown for a text-first .md file.
- Choose Print / Save as PDF to open the print dialog, inspect page breaks, then select Save as PDF or a printer.
- Open the result and confirm its sections and linked media. If you share HTML outside your account, check whether referenced media URLs are accessible to the recipient.
- Review the export for private notes, credentials, unreleased strategy, or sensitive source material before sharing it.
- If a collaborator needs to make authoritative edits, have them update the Brain record itself rather than treating the downloaded sheet as synchronized.
- Re-export after meaningful record updates when you need a fresh handoff snapshot.
What is included
- Record title and type; markdown body; typed properties; timestamps/metadata supported by the sheet renderer; attached reference titles, notes, tags, and extracted/reference descriptions.
- The export is a read-only representation and does not update the Brain record when edited elsewhere.
- Visual HTML can refer to remote or authenticated media URLs; do not assume the underlying image/video files have been packaged inside the HTML.
Privacy and sharing
- Exporting creates a local download or opens the local print flow; it does not publish the item to the Marketplace or make a public Brain link.
- The file may contain private record data and source notes. Review it before emailing, uploading, or placing it in a public location.
- For durable shared source-of-truth collaboration, use the Brain record and its access controls rather than circulating edited copies.
Tips
- Use Markdown for versioned text workflows, visual HTML for a quick readable dossier, and PDF for a fixed-layout handoff.
- Open the export in a private window or the recipient’s environment to verify media access before relying on it as a deliverable.
Limitations and important notes
- An exported sheet is a point-in-time copy; later Brain edits are not reflected automatically.
- Relative or permission-gated asset URLs may not load for someone who cannot access the original asset.
- The print-to-PDF layout is controlled by the browser and printer settings, so inspect page breaks and scaling.
Troubleshooting
An exported image or video does not appear.
The visual HTML can refer to the original media URL instead of embedding it. Check that the recipient can access that asset, or share an approved standalone asset separately.
The PDF has clipped text or awkward page breaks.
Reopen Print / Save as PDF and adjust scale, margins, or page settings in the browser print dialog, then preview before saving.