Export the Forms List to a CSV or PDF

Objective

To export the list of a project's forms to a CSV or PDF file.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the project's Forms tool.
• Additional Information:
  • Any filters you have applied to the Forms list view will affect which forms are included in the exported file. See Search for and Filter Forms.
  • You can also download an individual form. See Download a Project Level Form.

Steps

1. Navigate to the project's Forms tool.
2. Click Export.
3. Choose one of the following options:
   • PDF. Select this option to download a summary of the project's forms as a PDF file.
     Note: The PDF file includes the following information for each form: Name, Description, Created Date, and Created By.
   • CSV. Select this option to download a summary of the project's forms as a CSV file.
     Note: The CSV file includes the following information for each form: Template, Name, Description, Created Date, and Created By.

See Also

• What is a fillable PDF?
• Search for and Filter Forms
• Fill Out a Form