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Below is an example illustrating the Invitation Console with "Export to Excel" button enabled for the HR Specialist role. Note: If the HR Specialist role doesn't have data export capabilities, but the user is assigned either the I-9 Specialist or E-Verify Specialist roles, and if at least one of these roles has export functionality enabled, the "Export to Excel" button will remain visible for the HR Specialist in the Invitation Console.

By clicking on this button, the user can download the search results displayed in the console as an Excel file to their local computer. 

Note: The "Export to Excel" button is specifically designed to download search results obtained from using the search fields. Note that filtering by the Quick Filter feature will not limit results in the export.

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How can you download the signed forms?

Business Users (HR Specialists, I-9 Specialists & E-Verify Specialists) can download both employee - and employer - signed forms via the View Process link in the My Tasks Console or Invitation Console. Note: HR Specialists can also download signed forms through the Send Candidate Data to HR activity. Click here for details.

Clicking the "View Process" link opens the process page, displaying all activities sequentially along with their statuses.

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If there are multiple attachments, they will be grouped in a folder. By clicking on the folder, you will be able to view all the attached documents.

Note: In addition to the methods mentioned above, HR Specialists and I-9 Specialists have specific ways to access signed forms:

• HR Specialists can download signed forms through the Send Candidate Data to HR activity. Click here for details.
• I-9 Specialists can download I-9 specific signed forms using the Download Packet option from the I-9 Summary in the I-9 Console. For details, click here.