Upvise allows bulk export of Form PDFs from within a Project. This is useful when you need to provide multiple completed forms (for example, Incident Reports or Health & Safety forms) to external auditors or for internal compliance records.


Bulk PDF export is currently available via Projects → All Forms and will generate a single ZIP file containing the selected Form PDFs.


Steps to Export Bulk Form PDFs

  1. Open the Project

    • Navigate to Projects

    • Open the relevant project you want to export forms from

  2. Go to Forms

    • Within the project, select All Forms from the left-hand menu

    • This will display all forms linked to that project

  3. Filter the Forms (Optional)

    • Use column filter if needed filters such as:

      • Form 

      • Date

      • Status etc

    • Filtering first ensures only the required forms are included in the export

  4. Bulk Select Forms

    • Use the checkbox column to select multiple forms

    • You can select individual forms or use the header checkbox to select all visible records

  5. Export Form PDFs

    • With multiple forms selected, choose Export Form PDFs from the bulk actions Cloud icon

    • Upvise will generate a ZIP file containing a PDF for each selected form





Related: Why Upvise Exports Files in a ZIP Folder & How to Extract Them