How can I take data from a form and make it in to a word or google doc for further editing?

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    Marianne
    Asked on September 08, 2016 at 07:39 PM

    Hello,

    I have a team of nurses that call patients for a health history. They fill out the form then it goes to me for review.  I then add/delete info as needed.  I then need to turn it into a PDF to send to our client.  The final product needs to have a professional look.  Thanks!

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    Kevin_G
    Answered on September 08, 2016 at 11:02 PM

    We have some options to download your submissions data, for example, you may download all your data in an Excel report, here is the guide that will help you with that: How-to-Create-an-Excel-Report

    If you need to get your report online then Google Spreadsheet integration is a good option, you will be able to share the spreadsheet with anyone you need, here is the link to the guide that will help you with that: How-to-Integrate-Form-with-Google-Spreadsheet

    If you need PDF reports of all your submissions, this is also possible, please find the steps to do it on the guide below: 

    How-to-Download-Form-Submissions-as-Excel-CSV-PDF

    And you can also customize your PDF report layout, to do it go to the submissions page and click on the PDF -> Customize PDF button: 

    There you will be able to customize your report:

    Hope this helps.