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This guide provides clear instructions for effectively exporting documents from Form Simplicity. Following these steps will help you save or archive your contracts and forms for future reference.
Follow the steps to export your documents successfully
- Click the ‘Get Form’ button to obtain the form and open it in your editor.
- Sign in to Form Simplicity and, if exporting an active transaction, select the ACTIVE menu option; for archived transactions, click the ARCHIVED menu option in the green menu bar at the top.
- Open the desired transaction by clicking directly on its name.
- Select the forms or files you wish to download by checking the box next to each item. If you want to download all available forms and files, click the upper-most check box.
- Open the 'Select Command' drop-down menu on the far right and choose the 'DOWNLOAD' option.
- Decide whether to download forms as locked or unlocked using the ‘Lock Forms’ check box. Unlocked forms can be edited after downloading, while locked forms cannot be modified.
- Choose your preference and click the DOWNLOAD button to start the downloading process.
- A ‘File Download’ window will open; click the SAVE button.
- Choose where you want to save the forms on your computer, and change the file name for better organization if necessary.
- After selecting the location, click the Save button. The downloaded files will be saved in a compressed (ZIP) folder.
- To ‘unzip’ the folder, right-click on the compressed file and select ‘Extract All…’ from the menu.
- Follow the prompts of the Windows Extraction Wizard to save the uncompressed folder.
- You can now access the exported documents within the uncompressed folder.
Start exporting your documents online today for better management of your transactions.
To export records from SimplePractice, log into your account and navigate to the 'Reports' section. From there, select the data you wish to export, such as client information or billing records. Once you have chosen the desired options, click on the export button to download the data in a suitable format. If you need to know more about how to export from Form Simplicity, our platform provides seamless solutions for managing your data efficiently.
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