Form Entries Download Options in StoriiCare
Efficient access to and sharing of form entries is essential for quality care, audits, and record keeping. StoriiCare offers flexible form download options, whether you’re handling a single form or exporting multiple entries. This article explains the two primary ways you can download forms—individually as PDFs or in bulk as CSV files.
1. Downloading Individual Form Entries (PDF)
Next to each form entry users will find a PDF icon located in the Actions column.
How to Use:
Locate the form entry you need.
Click the PDF icon in the Actions column.
The form will open in a new browser tab as a PDF.
From there, you can download or print the form.
If you open the form, users will also see a printer icon in the top, right-hand corner.
Use Cases:
Send the form electronically via email.
Print the form for physical record keeping.
Review a snapshot of a single completed form.
PDF Form Entries cannot be downloaded in bulk at this time, but this functionality will be included in a future update.
2. Exporting Multiple Forms (CSV)
If you need to download several form entries at once, StoriiCare offers a bulk export feature in CSV format.
How to Use:
Open the form entry list for a specific form.
Click Multi-Select above the Actions column.
Check the boxes next to the form entries you want to export.
To select all entries, click the double-check-mark icon.
Click the CSV icon to export your selection.
What You Get:
A downloadable CSV file containing form data from the selected entries.
Ideal for data analysis, audits, or importing into other systems.
Use Cases:
Review trends and patterns across multiple forms.
Share form data with administrators or regulators.
Maintain digital backups in a spreadsheet format.
Need More Help?
If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.