Downloading completed forms
Get completed forms out as Word or PDF, one at a time, or automatically by email.
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Overview
Each completed form downloads as a Word document or a PDF. There is no spreadsheet export of answers across many forms; to collect forms automatically, have each one emailed or saved to the job as it is completed.
Step by step: download a completed form
- In the Scheduler, open Completed Forms from the toolbar.
- Find the form with the filters.
- Click Download for Word, or PDF.
Getting forms out automatically
Rather than downloading each one, set the form’s Availability to:
- Email report - a PDF goes to the addresses you choose, every time one is completed.
- Save to job in the ERP system - a PDF or Word copy is attached to the job.
See Publishing forms & availability.
What there is not
- No CSV or Excel export of answers.
- No bulk download of many forms at once.
If you need answers across many forms in one place, a Data table in a single form collects repeated items as rows - but each form is still its own document.
Exporting the form design
Exporting the form itself, not its answers, is different: Open Report offers Export to file on each form. See Copy, export and reuse forms.
See also
- Viewing form responses - the Completed Forms window.
- Publishing forms & availability - email and save-to-job.