Exporting forms

You can export selected forms as HTML or PDFs. You can also export form details as a Microsoft Excel spreadsheet.

Step by Step — Export a form

Summary: Export a form when you need the form in HTML or PDF format. You can export multiple forms.

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

  2. Click the Export icon.

  3. In the Selected Forms menu, select either HTML or PDF. If you selected PDF Complete, 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 include form comments, and then click Download.

Step by Step — 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.