Exporting responses for Request Projects

Overview

You can export responses for projects when they are complete and ready to submit or when they are active and you want to run a test to preview the final output.

Exports include everything at the moment of generation. If you change the content after an export you must create a new export package to see those changes.

Exporting responses

1. Open the request and select Export Responses from the left navigation pane.
   
2. Click New Export Responses.
   
3. Select the Export Type from the drop-down options.
4. Click Next.
5. Select the template.
   Note: If Word is selected as the export type, you can alternatively create a new Word template by clicking New Template. Also, you can export the responses to individual files by selecting Export to Individual Files.
6. Click Export to export the package.
   • When done, you can view the exported responses on the Export Responses page as shown below:
     
   • You can click the three-dot Menu associated with the export package to view options to rename the package, send the package for signature and self-sign the package.

Creating Word export templates

1. Select Word as your export type, then click Next. The Templates page appears.
2. Click New Template. When the Create Template pop-up appears enter a name for the template, specify the project type and upload the template file.
   
3. Once uploaded, specify tags, the section style, question style, answer style, table style, and catalog heading style for the template.
4. Click Create to add the template and update it on the Templates page.
   
5. (Optional) Click New Template to add more templates and follow the same process outlined above.