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How to Export, Share, and Download Form Submissions (CSV & PDF)

Export form submissions to CSV, download individual submissions as PDF, and share submissions via public collaboration links — with Business package CSV export.

Written by Xenios Charalambous
Updated over a month ago

FitMetrics gives you multiple ways to export and share form submission data — CSV exports for spreadsheets, PDF downloads for individual submissions, and shareable links for collaboration.


Export to CSV

Business package required.

  1. Open the form's Submissions page

  2. Click Export CSV in the top right header

  3. Select a date range:

    • All Time, Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, or Custom Range

  4. Click Export

The CSV file includes:

  • Submission Date

  • Client Name

  • Client Email

  • One column per form question (with the client's answer)

  • AI Summary (if generated)

File is named: {form_title}_submissions_{date_range}.csv


Download Individual Submission as PDF

PDF download is available for all form submissions — not just forms with e-signatures.

  1. Click the eye icon on any submission to open the detail view

  2. Click Preview PDF to see how it looks, or Download PDF to save it

If the form includes an e-signature, you will be asked to choose:

  • Contract Only — just the signature page

  • Full Submission — all questions and answers including the signature

For forms without e-signatures, the PDF is generated immediately with all questions and answers.

The PDF includes: form title, submission date, all questions with responses, signatures (if present), and the client's name and email in the footer.


View & Collaborate (Shareable Link)

In the submission detail dialog, click View & Collaborate to open the submission as a shareable link in a new tab. This creates a public view of the submission that can be shared with team members or other stakeholders.

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