Export waiver data and signed PDFs
Choose the right export, review the selection and keep a usable archive.
Choose the export based on what you need to do with it. A CSV is useful for working with record data in a spreadsheet. A ZIP of PDFs is useful when you need the signed documents themselves. One does not automatically replace the other.
Before exporting, decide who needs the files and where they will be stored. A download creates another copy outside the dashboard, so give it a clear purpose and avoid distributing more information than the task requires.
View full size Set the record selection.
Open Waivers and apply the relevant search and filters. Check the template, location and date range against your task. Review a few records in the selection before starting the export, particularly when preparing an archive for a location that shares templates with other branches.
Choose CSV or PDF download.
Use Export CSV for a spreadsheet file. For signed documents, choose Download PDFs (up to 500). The ZIP is prepared before a Download ZIP link becomes available. Keep the page available while it prepares, and use smaller filtered groups when the archive needs more than the current 500-document batch.
Inspect and organize the files.
Open the CSV or a sample of the downloaded PDFs. Check the expected names, dates and document versions, then store the files in the destination approved for your organization. Use clear folder names so a colleague can retrieve the same records without relying on the person who performed the export.
Try it with a realistic visit.
Choose a small date range with a known set of test records and export both formats. Open the spreadsheet and several PDFs, then compare them with the source selection. Give the archive folder to an authorized colleague and ask them to find one named record without reopening the dashboard. This checks whether the downloaded files remain useful after the export is finished.
The files should match the intended selection and be stored where the approved team can retrieve them. Check document versions as well as names. A successful download notification alone does not establish that the archive is complete or organized for a future request.
The ZIP has not become available.
Check for an error and whether the selection is within the current batch limit. Avoid starting many duplicate export jobs while waiting. If the problem persists, send support the approximate time, filter scope and error message without attaching participant documents unless a suitable channel is agreed.
Should we export everything into one spreadsheet?
Only if that matches a defined task and authorized access. Filtered exports are often easier to inspect and share appropriately. Keep the signed PDFs available when the original document is what you need to retrieve.
A quick check before you go.