E-Forms
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      How to download employee's forms in bulk?

      This article will explain how to download forms and save them as PDFs for certain employees and how to download forms and save them as PDFs for certain forms for all employees that completed that form.

      1. To download all forms from the employee's profile please follow these steps:

      1. Go to Employee's profile
      2. Click "Forms" right under the profile picture
      3. Select all forms with a top toggle
      4. Go to "Actions" and choose "Export forms to PDF".

      A notification will be sent out from the system - "Your forms are being converted and prepared for download."

      After approximately 30 seconds another notification will be sent out - "Your forms are ready to download!"

      During this download, you can continue your work in the system.

      Additionally, you can use this approach.

      2. To download all forms employees completed for specific form:

      1. Go to Files
      2. Click "E-Forms" 
      3. Depending on the setup of your form, you can find it under Onboarding or Universal forms.
      4. Once in the correct category, search for your form by its title.
      5. Click on the form's title.
      6. Once opened, you will see a full list of employees who completed it by now. Click the toggle in the left upper corner to select all employees that completed that form.
      7. Go to "Actions" and choose "Export form to PDF".

      A notification will be sent out from the system - "Your forms are being converted and prepared for download."

      After approximately 30 seconds another notification will be sent out - "Your forms are ready to download!"

      During this download, you can continue your work in the system.

       

      3. To find the Download link please follow these steps:

      1. Open your Notifications in the top right corner
      2. Pick " System" on top of a pop-up.
      3. Click on the download link.

      Your forms will be downloaded in a Zip file.

       

      Please view all steps in the video below:

      1. To download all forms from the employee's profile please follow these steps:

       

      2. To download all forms employees completed for specific form:

       

      Note: If you want to download not only all the forms, but documents as well, check out how to Download All Forms and Documents for a certain employee.