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How to download forms

Learn how to download forms as PDFs or CSVs individually or in bulk

Sam avatar
Written by Sam
Updated over a week ago

There are 2 form download options:

  • Download form as a company-branded PDF

  • Download as a CSV (only accessible via the register view)

There are 2 places where you can access form download options.

1. When viewing a single form

When you click to open a form, you can download the form as a PDF by clicking the

download PDF button located in the top left corner of the screen:

2. When viewing forms in the register view

When viewing the forms register, you can select multiple forms to download at a time. Either select multiple forms at once, or select all by clicking the checkbox in the top left.

Once you've made a selection, you'll see the download options appear along the top. There's an option to download the selected forms as a CSV, along with several PDF download options.

One final note on downloading forms - if you want to download all forms for a company-wide template, you can do this in your Template Library following the same process. This saves you needing to go into each individual project to download, and instead bulk download all records across all projects.

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