Exporting Autocomplete Questionnaires

In the Requests inventory, you can export autocompleted questionnaires for different customers in your Requests list, then download the completed questionnaire.

Note:

Before you can export a questionnaire, you need to upload a completed questionnaire to a request, then run Auto Complete.

If you need to upload a questionnaire, follow the instructions in Importing Questionnaire Source Files for Autocompletion.

To export a questionnaire

  1. On the QRA & Vendor Portal menu, select Requests. The Requests screen appears.


  2. Click a request ID. The Request Details screen appears.


  3. Under Questionnaire, click the Export button. The Export Completed Questionnaire window appears.


  4. Click the Export Format dropdown arrow, then choose Custom Questionnaire Template or Source File.
    Note:

    • Custom Questionnaire Template is the best option if you would like to add additional formatting, or to copy the exported responses to a different document. The export format for this option is a preset Excel template labeled Custom Questionnaire Template.

    • The Source File QRA exports your responses directly back into the source document.

  5. Click the Export button. The Export Responses window appears.


  6. Wait for the download to complete. The completed download becomes available in the Notifications popover.


    For more information about viewing notifications in the application, see Viewing Notifications in the Application.

  7. Click the Notifications icon.
  8. Click the Download icon next to the questionnaire you would like to download.
  9. The file downloads to your device.