How to Download Responses from Workflow

Updated: 04/07/2025
Article #: 263


Downloading responses from your workflow is simple. Follow these steps to retrieve your data and any associated documents: 

Step 1: Go to the Workflow Tab 

  • Navigate to the workflow section. 

Step 2: Select the Workflow 

  • Find the workflow you want to download responses from. 

  • Click the three dots (⋯) next to its name and select “View Responses.” 

Step 3: Filter Approved Responses 

  • On the Applications page, click the “Status” dropdown. 

  • Select “Approved”to filter only approved workflows. 

Step 4: Click the Download Icon 

  • Locate and click the download icon to initiate the download process. 

Step 5: Confirm Your Download Preferences 

  • A confirmation dialog will appear. 

  • Check “Include issuance documents in download” if needed. 

  • Leave it unchecked to download only response data. 

Step 6: Confirm and Download  

  • The system will process your request. 

  • Once completed, download the file with or without issuance documents, based on your selection. 

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