You can download forms in bulk so that you have all documents (such as graphics, attachments and metadata) in PDF format, within a single ZIP file, as a record for particular job.
The Bulk Export feature provides you with display, folder, image-size and file-naming options before you view your report.- Select the menu
icon in the upper left corner, then choose Forms. - Select the Forms tab if it is not displayed.
- Select Filter
.The Filters pane appears.
- Select Form Type.
- Select the checkbox for each form type you want to download.
- Choose the Actions button and select Bulk Export PDF.
The Bulk Export window appears.
- In the PDF Options area, select the checkbox for each thing you want to show in the report:
- Actions
- Images
- Disabled Logical Groups
- Status Audit Log
- Comments
- Answered By
- Attached Documents
- In the Image Size area, select a preferred size for your images.
- In the Folder Options area, select Group by Location to group your downloads by location.
- In the File Naming Options area, select whether to Include Template Names and/or Include Form Close Date.
- Select Request Download.
An email is sent to you notifying you that the PDF export you requested is ready to download, and includes a link to a ZIP file.
Note: This email may take up to an hour or more depending upon how many forms, images, and documents have been requested.
- Select the link.
The downloaded bulk forms open in a new browser tab or window, depending on your browser settings.
- Save the downloaded forms in a preferred location.
