Andrew is using Jira Cloud to document the projects he is working in the energy industry. He uses customized Jira issues to survey his customers about their exact requirements, and to record the details of the upcoming project.
When everything is in one place, Andrew usually sends over all the relevant information collected to the customer in PDF. The final PDF document that the customer receives has all images, attachments, comments, and more, in a widely compatible and easy-to-read format.
It hasn't always been this easy to share Jira data with external partners, but Andrew found a solution that works. By the end of this short story, you will also learn how to export Jira issues to PDF with attachments embedded.
The customer: Landis+Gyr
Landis+Gyr designs and manufactures energy management products, smart meters, systems, and services for electricity, heat, and gas utilities. They have locations in 31 countries around the world, out of which 18 are manufacturing plants.
Andrew is a project engineer and has been with Landis+Gyr for a year in Hong Kong. Some of the information they store in their Jira Cloud instance concerns their customers, but sharing Jira data without giving access to external parties was a real challenge earlier.
The challenge: share Jira data with external partners
"I tried to share completed tickets and survey results with my client, without having to grant them access to our internal Jira. I had no idea what's the best way to do it, so I turned to the Atlassian Marketplace", remembers Andrew.
The Atlassian Marketplace helped Andrew get inspired about how to share Jira issues without touching access permissions. He searched for the top-rated Jira Cloud apps, and found Better PDF Exporter.
The solution: PDF document with attachments embedded
"I just searched on the Marketplace and you guys have good reviews. Besides, I found that sending a PDF document to the customer with photos, attachments, and custom data embedded is an excellent idea", Andrew recalls.
You can choose the PDF export type that best fits your use case
Links to the embedded attachments will show up in the exported PDF. By clicking the links, the recipients can open and even save the attachments. This is entirely offline, and the recipients don’t need to have access to your Jira instance. To learn more about this feature, check out our documentation!
How to export a PDF with embedded attachments
To export with embedded attachments, follow these steps to do it:
- Go to a single issue with attachments.
- Click on the Better PDF Exporter icon in the side bar on the right
- From the export option, choose PDF (Embedded Attachments)
- And you’re done, open the exported PDF!
As Andrew, you don’t need to give access to your Jira for your partners or customers just because you’d like to show them an issue. You can share your issues as PDFs with downloadable attachments with the help of Better PDF Exporter.