Save a Questionnaire as a PDF or CSV
Heads Up! Questionnaires can only be saved as a PDF or CSV and printed once the client has submitted the completed form, or after you mark the Questionnaire task status as complete.
1. Open the Questionnaire request.
Navigate to the Task List and click on the Questionnaire Task Name to open.
2. Click View > Export > View PDF or Export as CSV
3. Download, Print, or Save To Canopy.
Note: If you save the Questionnaire as a CSV file, it will be downloaded to your computer and can be accessed from your Downloads tab. The following instructions apply if you choose to save the document as a PDF.
To Download a Copy on your computer, click the Download Icon, then Save.
To Print to PDF, click the Print Icon and select Print to PDF. Next, click Save.
To Save a Copy in the task and in the client flies section, click Save To Canopy.
You can now organize the saved Questionnaire PDF into the clients files section by dragging and dropping it.
