Exporting Responses for Request Projects

Overview

The Export Responses feature allows you to download responder submissions for a Request Project. Exporting responses makes it easier to review, compare, share, or archive the submitted information outside the application.

Exporting Responses

You can export responses from the Export Response or from the Response Comparison pages. 

To export the responses from Export Responses page: 

1. Open the required Request Project.

2. Select Export Responses from the left menu.

3. Identify and select the company which submitted responses.

4. Enter the Package Name

5. Select the Export Type

   Note: Check the Export to Individual Files and Embed Attachments, if required.

6. Click Next

7. Select the desired template for export, or choose New Template to configure a new one.

8. Click Export.The export package will be created and available for downloading. 

9. Click Download. The export package will be automatically downloaded to your computer.

   Note: Click the three dot menu (More Options) to Rename, Send package for signature, Sign Yourself or Delete the package.

To export the responses from Export Comparison page: 

1. Open the required Request Project.

2. Click the Export button. The responses will be automatically downloaded to your computer in an excel spreadsheet.