Forms
Download a submitted form as a PDF
Admins & staff
Save a client's submitted answers as a PDF for your records.
Where:SidebarTasksTask name
- Select Tasks in the sidebar, then select the task.
- Select the form card, named after the form, to open it.
- Select Download PDF.
Good to know
- Download PDF appears once the client has submitted the form.
- If the client signed the task, the PDF ends with a signatures section.
- You can also select Download PDF from the client's Forms tab, which only shows if your plan includes the Form Library.
Related
- See a client's submitted answersRead the answers a client gave when they submitted a form.
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.