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How do I download a single form or multiple forms at once?

This article will summarize the different ways you can save copies of your completed forms to your computer, either one by one or in large groups.

How do I download a single form or multiple forms at once?

This article will summarize the different ways you can save copies of your completed forms to your computer, either individually or in large groups.

Overview & Explanation

Whether you need a single record for a specific task or a large export for your reporting, you can download forms quickly. You have the option to grab a single form directly from the list or while viewing its details. For larger tasks, the Bulk Download feature allows you to save up to 100 forms at a time into an organized folder on your computer.

How It Works (Step-by-Step)

Option 1: Downloading a Single Form

There are two easy ways to download an individual form:

From the All Forms list:

  1. Navigate to the All Forms page by selecting FORMS and then ALL FORMS from the left-hand menu.

  2. Locate the form you need and click the Choose Action dropdown menu in the far-right column.

  3. Select Download.

From the Form Details page:

  1. Click on the underlined form name in the list to open its specific details.

  2. Click the Download icon (found at the bottom of the Form Details box) to begin the download immediately.

Option 2: Downloading Multiple Forms (Bulk Download)

To save time when you need many forms at once, use the bulk tool:

  1. Navigate to the All Forms page by selecting FORMS and then ALL FORMS from the left-hand menu.

  2. Filter your search: Use the search bars at the top to narrow down your results, you can filter by:

    • Template, Project, Asset, or Worker.

    • Group, Date Range, Document Number, Status, or Flag.

    • Click Search to update the list.

  3. Adjust your view: Change your Items per page (select 5, 10, 20, 50, or 100) to see more forms on one screen.

  4. Select forms: Click the Select All checkbox in the far-left column of the table.

  5. Start Download: Click the Download button located above the table on the right side of your screen.

  6. Retrieve your files: The forms will download as a Zip folder (a single file containing all your documents).

You can download a maximum of 100 forms at a time. If you have more than 100, move to the next page and repeat the process to download the next batch.

Use Cases and Benefits

      • Audit Preparation: Quickly gather all safety or inspection forms for a specific project or date range.

      • Offline Access: Save copies to your local drive so you can view them without an internet connection.

      • Easy Sharing: Download a single form to quickly attach it to an email for a client or supervisor.

      • Digital Archiving: Use the Bulk Download feature to keep your own backups organized by worker or project.