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Download a User’s Form in PDF Format

It is easy to download a user’s entire application into a PDF.

If you would like to understand how to download content that has been uploaded by an applicant in their application: Click here for that article.

To begin, make sure you are in the User Management interface by selecting the “Users” tab located to the left hand side:

Find the user whose application you would like to download.

Then click on their status bar, which will be a color that denotes how much of the application they have completed.

A pop-up will appear on the right hand side which will show you the full list of forms. Decide which form you’d like to download and click the form name.

On the top right of the form, click tools and you will see a download category where you can either download that form or the users entire application. Select which option you need.

Click either form or application and click “Download File” button, shown below, and the user’s application will download to your computer.

Depending on your browser, it might also open a new tab with the application in PDF format, which you can then save or print. Consult your browser settings for downloads to configure where and how to save the file to your computer.

Best practice for downloading user information

While you might have a reason for downloading an applicant’s form in PDF with this method, the best and easiest way to download your user information is by running a report, using filters to grab a selection or ALL of the user’s information and then exporting it. You can still export the information as a PDF.

To learn how to create a report, click here. To run a report on users, click here.

You also have the option to download a .CSV file so you can open the data in spreadsheet format.