Can I download documents located within my WebForms account?

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  • Updated 6 years ago
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I'm looking to get an inventory of all documents in my WebForms account. Is there a way in which these documents can be downloaded into one or more files?
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FAQ, SPS FAQ

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Posted 6 years ago

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Michael Hicks, WebForms Support Manager

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Documents may be downloaded singly, or into a consolidated CSV file(s). To download documents in a consolidated file, select the document(s) to download from the Inbox, Sent, or Search view, click the “Select an Action” menu, and choose Download Documents. The Document Action Results window will appear with the documents available to download and are listed by document type. Documents of the same type may be downloaded as a consolidated document CSV file by clicking the download document button next to Consolidated Document Download.
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Ruth Tutor

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I would like to export a list of today's orders received in Webforms to a spreadsheet. I have created a dynamic search which returns the results I want, but i don't see how I may be able to export it. I tried highlighting it, copying and pasting into a spreadsheet, but it pastes hyperlinks and is basically not useable.

This reply was created from a merged topic originally titled
Exporting Document List.
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Carlos

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how about downloading the invoices I have created? I don't see those on the sent box, those are accessible through each ASN and related documents.
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Michael Hicks, WebForms Support Manager

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Hi Carlos,

Great question! You are able to download any document from within your WebForms account. If the invoices you have created have not yet been sent, they will be located within your drafts folder. To locate your documents more easily, I would recommend using our Search options. Here is quick tutorial on how to effectively run an advanced search, in which you can learn how to set search criteria based on a particular date range and document status (sent/saved) to locate the particular documents you wish to download to an Excel File.

Advanced Features: Search

Please let me know if I can help any further!