Process Documentation
Create professional process documentation with a structured doc tree, configurable sections, an embedded RACI matrix, and PDF, Word, Markdown, and print exports
On This Page
Get Started
Process Foundation
Process Architecture
Process Intelligence
Data
Administration
Reference
Exporting Documentation
Process Architecture Process Architecture Available with a Process Architecture seat or higher. Only seats on this plan or a higher one can use this feature. Compare plans Available with a Process Architecture seat or higher
Documentation is only useful when it reaches the people who need it. Export your process documentation whenever you need it, in a format that fits the audience: Word for review cycles, Markdown for version control, PDF or print for meetings and archives. Exporting works at any time; publishing is not required, and every export reflects the current state of the process, including the RACI matrix and any attached artifacts.
Supported Export Formats
| Format | Use it for |
|---|---|
| Server-rendered documents for distribution, review, or archiving | |
| Word (.docx) | Editable documents for further editing, distribution, or your quality management system |
| Markdown | Plain-text documents for version control and developer workflows |
| Quick paper copies or PDF files from your browser’s print dialog |
Choosing What to Export
The export menu includes Export settings, where you decide what an exported document contains:
- Include elements without documentation: also list model elements that have no description yet, so gaps become visible.
- Include charts: add the process’s charts to the document.
- Include individual activity RACI: show the RACI assignment per activity in addition to the matrix.
Use Set as default to apply these choices to every model in the environment, or Save for this model when only the current process should differ.
Word Export Example
The Word export keeps the structure of your doc tree: each section becomes a heading, the RACI matrix is rendered as a table, and attached artifacts are listed with their links.
Markdown Export Example
The Markdown export is plain text with standard headings and tables, so it fits naturally into Git repositories, wikis, and documentation pipelines.
Print Export Example
Use your browser’s print dialog to export the documentation as a PDF or paper copy, or use Download as PDF for a server-rendered PDF without the print dialog. The print layout is optimized for reading, so you can share a clean document with stakeholders who prefer paper.