Once you have completed an interview, you can export it in a number of ways

  • At the top you can see what documents were completed by this interview


Select the forms you want to export and use the drop down menu to select the export format

  • Hold the ‘Ctrl’ key while selecting to select multiple but separate documents. Hold the ‘Shift’ key while selecting to select a range of documents.
  • Multiple documents will be downloaded as a .zip file with the selected format inside.


To better keep track of your documents, you can also give the interview a name

  • Be sure to click the Rename button to attach the name to the interview. This is the name you will see in the completed interview section.