1. How do I download just one staff's file?
You need to filter either the Staff page or Reports to just that staff, and then select the box next to their name before then clicking Bulk Actions. On the Staff page you can do this easily by searching for the staff’s name in the upper right search bar:
2. What's the difference between running a Bulk Download from the Staff Page v. from a Report?
Choosing to run a Bulk Download from the Staff page v. Reports is a matter of preference for how you want to arrive at the set of staff you’d like to include in your download. In either case, selecting Bulk Action > Download Form Submissions will lead to the same functionality.
There is one key difference though:
The “Onboarding Progress” filter on the Staff page allows you to filter for completeness of a staff’s entire file -- i.e. have they done all their required forms yet. This is very difficult to recreate using the filters on the Reports tool.
3. What if I don’t want a subfolder for each staff included in my download? How do I change that?
The format of the zip file doesn’t change. Every download, regardless of size or scope, will contain a subfolder for each staff member, and within each staff member’s subfolder, additional subfolders for submissions and supplemental files. This is by design to maintain maximum flexibility for this important feature.
4. How do I select all the submissions I just downloaded at once without having to click into each staff’s subfolder?
Unzip the download. From there, your computer will be able to run a search within the downloaded folder only. We recommend searching simply for a “.” because EVERY file in your download will be a “.”pdf, a “.jpg” or some other file type that will include a period.
Select all, right click, take action.
Depending on your needs, you may want to compress into a single PDF or open all submissions individually in another program. Some computers may have an option to print directly from the right-click menu after selecting all.