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FormAssembly: Exporting PDF Submissions


While it is not permissible to use the direct Export as PDF option in FormAssembly as it requires the emailing of potentially personally identifiable information, there are alternate options that those with a data viewer or creator license can utilize.

Individual submissions

Step 1:

Navigate to the Forms List page and locate the form you wish to export submissions.

forms list page

Step 2:

Click the dropdown next to Configure and select Responses.

responses dropdown

Step 3:

From the Reports page, locate and select the submission you want to export.

individual response highlighted

Step 4:

On the next screen, locate and click on the Print button at the top of the page. Repeat this action on the following screen.

print button

second print

Step 5:

In the print dialogue box, click the Destination dropdown and then select Save as PDF

save as pdf dropdown

Step 6:

Click the blue Save button.

save button

Step 7:

Follow any additional prompts, including renaming and changing the location to where you would like to save the submissions. Click Save one last time to confirm the save.

print prompts

Step 8:

Navigate to the location you chose to save the submissions to confirm they have been saved.

 

Bulk submissions

Step 1:

Navigate to the Forms List page and locate the form you wish to export submissions.

forms list page

Step 2:

Click the dropdown next to Configure and select Responses.

responses

Step 3:

From the Reports page, scroll down and then select the checkboxes of the submissions you want to export.

select responses checkboxes

Step 4:

Click the Selection Action dropdown button and then click Print.

select action and print

Step 5:

On the next screen, locate and click on the Print button at the top of the page.

Optional: Use Print Options to change the way the submissions will display.

print options

Step 6:

In the print dialogue box, click the Destination dropdown and then select Save as PDF

save as pdf destination

Step 7:

Click the blue Save button.

save button

Step 8:

Follow any additional prompts, including renaming and changing the location to where you would like to save the submissions. Click Save one last time to confirm the save. 

print dialog window

 

Step 9:

Navigate to the location you chose to save the submissions to confirm they have been saved.

 

Resources

 

 

Last Updated: 1/8/24