Downloading applications can be useful for a variety of reasons and SurveyMonkey Apply has implemented options for users of all roles to download selected files or entire applications in various file formats. This article discusses how to download applications individually or in bulk as an administrator in the site.
As an Administrator, you can:
To download individual or multiple applications from Manage Applications:
To download an application from the admin application preview:
To help explain the available options when customizing your download we will use the following examples for test applicant Tom Jenkins.
Test Application 1 - Contact Information Form - Application Form - Supporting Documents Upload Task - Financial Need Form | Test Application 2 - Contact Information Form - Application Form - Supporting Documents Upload Task - Financial Need Form |
Download Option | Presentation |
Separate PDF for each selected application | A zip file is downloaded. Each application has its own dedicated file. |
Separate PDF for each selected application (with attachments in original format) | A zip file is downloaded. Each application has its own dedicated folder. Each folder consists of one file which has merged all forms selected for inclusion in this download. Uploads in any format will be included as a separate file. |
Single PDF of all selected applications | One file is downloaded. The file has merged all application forms and .pdf uploads into a single file. All application materials for Test Application 1 will be presented one after the other before any materials are presented for Test Application 2. The tasks will be displayed in the same order as they are presented in the workflow designer. |
PDFs are the only file type that can be displayed in-line within a downloaded application. All other uploaded files will be provided via a hyperlink instead.
The filename can be customized for organization purposes offline. Select one of the available attributes to include in the downloaded application's filename. Using Tom Jenkins's application Test Application 1 as an example:
Filename Attribute | Filename Given |
Application ID | A-0001 |
Application Title | Test-Application-1 |
Applicant Full Name | Tom Jenkins |
Similarly to the stage limitation option discussed above, administrators also have the ability to limit the tasks that are downloaded. In order for a task to be downloaded the task must be selected.
All tasks are selected by default initially. To limit the included tasks you will need to remove selections where appropriate.