You may export a questionnaire in a project to either a PDF, Word or Excel file. Simply follow the steps below.
Questionnaire tab of the Project > Export & Sync
Select the intended Project and navigate to the questionnaire tab of it as seen in the above screenshot. On this tab, click on the Export & Sync button at the top of the project
- To export to PDF, click on the 3 dots / More menu and select "Print / Preview" option and you will be able to print and save it as a PDF file.
To export to Word/Excel, click on the "Export & Email" option.
Export to Word
For exports to Word, you will have to select your preferences for the export style and responses. If you would like to only like to export the questions without any responses, select the "Export empty questionnaire with all conditional questions" checkbox as seen above.
Once you have selected your preference, click on Export and you should receive the email in your inbox.
Export to Excel
For exports to Excel, you will also have a list of preferences for the export style and responses.
A unique feature of exporting to Excel is if you enable the "Download selected questions", you may choose to select individually the questions that you would like to export. Also, hover over the "(i)" icon to know more about what each preference function will offer.
Once you have selected your preference, click on Download & Email and you should receive the email in your inbox.
Did not receive the Export Email
If you did not immediately receive the questionnaire, please check your inbox again in 30mins - 1hour depending on the size of the questionnaire and/or if it has multiple attachments.
Please also ensure that your firm/account has whitelisted "do-not-reply@diligencevault.com". Otherwise, it may cause the email to bounce from your inbox - we would highly recommend reaching out to your IT team to check if DiligenceVault's domain has been whitelisted on your company's server.
If not, you may reach out to us at ask@diligencevault.com and our Client Success team will be glad to assist you.