Users on the Client Connect portal can export an assessment in a Word-approved DOCX format. This export allows respondents to download a copy of the assessment they are working on for their own records.
Please Note: Exporting an assessment in this format is not intended for offline answering and reimporting.
From the Active Assessments Screen
1. Users can navigate to the Active Assessments Screen and click on the 3 dots icon for the assessment they wish to export. Within the menu, click on the Export button, then select the Export as DOCX option.
From within an Assessment
1. Users working within an assessment can click on the More dropdown arrow, then the Export option on the top right of the Answering Screen. Then select the Export as DOCX option within the menu.
2. Once the option has been selected, you will then receive a pop-up to export the assessment. Click on the Export button to have the file download sent to you via email.
Viewing your Exported File
The exported DOCX file will contain the assessment summary and answer level details.