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Exporting an Assessment in Word format

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.

Note: Exporting an assessment in this format is not intended for offline answering and reimporting.

From the Active Assessments screen

First, navigate to the Portal Assessments Module, then to the Active Assessments Screens as highlighted in the screenshot below:

Assessments Module/Active Assessments[R360]

Then click on the 3 dots icon for the assessment they wish to export. Within the menu, click on Export, then select the Export as DOCX option.

Exporting an Assessment in Word format 1[R360]

From within an Assessment

  1. Users working within an assessment can click on the Export option on the top right of the Answering Screen. Then select the Export as DOCX option.

    Exporting an Assessment in Word format 2[R360]

  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.

Exporting an Assessment in Word format 4[R360]