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One way to download signed forms is through the Submit to HR process activity before submitting the onboarding information for review, as explained in the section above. Another option is from the Homepage, using the "Download" option in the Signed Forms section or the "View" link in the Process Snapshot section.
Download from the Signed Form sectionForms:
Click the "Download" link under the Signed Forms section. This will download all signed forms in PDF format.
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Download from the Process Snapshot section:
Clicking the "View" link in the Process Snapshot section opens the process page, displaying all activities sequentially along with their statuses.
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From this page, signed forms and attachments can be downloaded in two ways:
- Download at the activity level: Click the download icon next to each activity to download its associated documents.
- Download all documents together: Retrieve all signed forms and attachments for the entire process in a single download.
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Activity downloads:
Click the download icon next to the activity. This option is available only if the activity is saved or completed. The "Download Signed Forms" option appears only if the activity is signed, while the "Download Attachments" option appears only if attachments exist in the activity and the activity is saved.
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Download Signed Forms
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Opens the signed form for the corresponding activity.
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Download Attachments
If multiple attachments exist, they will be grouped into a ZIP file and downloaded to the system. If there is only one attachment, it will open directly.
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If multiple document attachments have the same name and format, the downloaded file names will include a numeric suffix in ascending order.
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Process downloads:
Click on the "Download" button below the profile details.
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The options for downloading signed forms, attachments, and packet will be available in a dropdown menu. Download Signed Forms becomes available as soon as the first form is completed with a signature, unlike the "Download Signed Forms" option that appears only in the final Submit to HR activity, as discussed earlier. Select the appropriate option to proceed. The conditions for these options to appear are as follows:
- Download Signed Forms – Available as soon as any activity is completed.
- Download Attachments – Available if at least one document has been uploaded as an attachment in any process activity.
- Download Packet – Available only at the process level and only if at least one attachment exists in the process.
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Download Signed Forms
Will download the signed forms as PDF documents.
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Download Attachments:
If there are multiple attachments, they will be grouped in a folder. If a single attachment exists, it will be opened directly.
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If multiple document attachments have the same name and format, the downloaded file names will include a numeric suffix in ascending order.
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Download Packet:
Downloads each of the signed forms as individual folders.
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Clicking the folder opens the attachments (if available) and the PDF of the signed form.
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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.
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