Download a Completed Form PDF

The intended audience for this article is Agents.

You can download a form PDF in four ways. In each case, you can choose between:

If a form includes user-uploaded attachments (for upload-type questions), the system will generate a ZIP file containing both the form PDF and the attachments. In those cases, the Actions menu will update to reflect this. For example, Download Form becomes Download Form & Attachments.

Windows and Mac operating systems should both be able to handle zip files natively. But if you run into any issues, you can use a 3rd-party app like 7-Zip.

While on a Risk Profile, navigate to the Forms page. From there, select the Actions button on the right of the form you want to download. Then select Download Form.

While on the Forms page, select multiple forms using the checkboxes on the left of the forms list. Then select the Bulk Actions button on the top right of the screen. Download Form PDFs exports the selected forms in a fillable and editable format, while Merge & Download PDFs exports the selected forms into a single PDF and gives the agent an opportunity to set the form download order.

While filling out a form on the Forms Response page, select the vertical ellipsis button [⁝] in the top right of the top toolbar. Then select Download Form.

Mark a form complete by clicking the Mark Form Complete button at the bottom of the left navigation bar on the Forms Response page.

A modal popup will display, prompting you with three options:

Select Download PDF.

For any other questions, contact your Wunderite Customer Success Manager.