Exporting the completed questionnaire
Your customer gets their own questionnaire back – in the same format, in the same language, and with your answers exactly where they expect them.
Starting the export
At the bottom of the questionnaire is the Save & export as … button, with the original file's format in its name. It appears as soon as at least one question is answered.
Clicking it first saves everything that's currently in the form – so there's no need to click Save answers beforehand – and then downloads the completed file straight away. It's named after the original file, with "Completed_" in front.
After that, the top of the questionnaire has a Download button for the latest export, and the questionnaire gets the status exported. You can export again as often as you like; each export replaces the previous one.
What your customer gets back
- Excel workbooks are filled in as a copy of the original. ESGelerate only writes to the answer cells; sheets, formulas, formatting and every other cell stay exactly as your customer set them up.
- PDF documents can't be filled in where they are. So ESGelerate creates a new PDF with your customer's questions in their original order and wording, each with your answer below it, using the same labels for question and answer as the original. Its title is the customer's name and the file name.
Unanswered and skipped questions are left blank. Evidence from the answer bank isn't part of the export; send it separately if your customer asks for it.
The language of the export
The export is always in the questionnaire's language, whichever language you use ESGelerate in. An English questionnaire stays English even when you review it in German.
ESGelerate takes your answers as they are in the answer bank or the text box – nothing is translated. If you regularly answer questionnaires in several languages, keep separate entries for each language.
Before you send it
- The progress bar says All questions handled – or you know why some questions stay open.
- Open the downloaded file and look through it once before it goes to your customer.
- Attach any evidence your customer asks for.