Export forms

You can export selected forms as a Microsoft Excel spreadsheet, HTML, or PDFs. The export includes the following features:

Export type Features
Excel spreadsheet A list of forms is automatically downloaded in an Excel spreadsheet, with each form in its own row.
HTML An HTML summary of each form is downloaded in a Zip file.
PDF (Complete) Depending on the options selected, a PDF summary of each form can be delivered in a Zip file or as a single PDF. You can also export comment attachments, form review status, and form history. The single PDF also includes a cover sheet that serves as a table of contents.
PDF (Content) A PDF summary of each form is downloaded in a Zip file.

To export a form, select it, click the Export icon, and then select the export option. You can select multiple forms for all options.

When you export as an Excel spreadsheet, Document downloads a spreadsheet for each form selected. When you

Export a form as complete PDF

Summary: Export a form when you need the form PDF format and want to include form comments, comment attachments, form review status, and form history. You can export multiple forms.

Considerations: You can export the complete PDF as a single PDF or a Zip file. The single PDF option includes a table of contents with links. If the PDF is over 25 MB, a file is exported and sent as a link to download.

  1. Select the form or forms you want to export.

  2. Click the Export icon.

  3. In the Selected Forms menu, the PDF (Complete) option.

    The Select files to download dialog box opens.

  4. Indicate whether to include form comments, comment attachments, form review status, and the form history.

  5. Indicate the files to download and whether to Export as a single PDF or as a Zip file.,

  6. Indicate whether you want to upload the PDF file as a new document to the Documents register.

  7. Indicate whether you want to download directly or via a queue. If you choose to download via a queue, you must also enter a document title. You can optionally enter a password for the Zip file.

  8. Click Download.

  9. If the If the download includes dynamic table data, you must indicate whether to download the data in a simple view or an expanded view.

    • The simple view matches the register set up.

    • The expanded view includes all form data and any table data in the selected form type.

  10. Click OK.

Export form details in bulk to Excel

Summary: Export form details to an Excel spreadsheet so you can quickly see the details of the selected forms outside of the Document environment.

  1. Select the forms.

  2. Click the Export icon.

  3. In the Excel menu, select Selected Items.

Export the entire Forms Register by clicking the Export icon and then selecting All items. If a specific form type has been selected in the Type drop-down list on the register, the Export process exports the section data. Only one form type at a time can be exported in this manner.