Exporting PDFs from GoCanvas

Exporting PDFs from GoCanvas Using Cloud Storage Integrations

GoCanvas does not have a native feature for bulk exporting PDFs. However, you can automate the export of all future submissions and resend existing submissions by integrating your GoCanvas account with a supported cloud storage provider such as Box, Dropbox, and Google Drive.

This connection can be set up at the form level or the account level. Each option has its own perks.

Form Level: Setting up the integration at the form level allows you to pick and choose which forms have their submissions copied over. Allowing you to pick and choose which form can prevent your cloud storage from becoming too full quickly.

Account Level: Setting up the integration at the account level allows you to ensure every submission from every form is copied over. This is a perfect way to ensure your data is backed up in a secondary location, ensuring you have access to it at all times.

How Cloud Storage Integration Works

• Automated future exports: Once you connect an integration, every new submission’s PDF will automatically be sent to your chosen folder in Box, Dropbox, or Google Drive.
• Supported integrations: Only one company-level or form-level cloud storage integration can be active at a time. All users’ submissions will be delivered to the same set destination. 

How to Set Up a Cloud Storage Integration at the Account Level

1. Sign in as an admin on gocanvas.com.
2. Navigate to Account > Account Settings > Integration Options
   • If you have departments, navigate to the "All" department first.
3. Choose and authenticate your preferred provider (Box, Dropbox, or Google Drive).
4. Set the export destination folder or notebook.
5. Save your integration settings.

How to Set Up a Cloud Storage Integration at the Form Level

1. Sign in as an admin on gocanvas.com.
2. Navigate to Forms
3. Click on the name of the Form you wish to integrate
   • If you have departments, you will need to navigate to the proper department first.
4. Navigate to "Integration Options"
5. Choose and authenticate your preferred provider (Box or Google Drive.).
6. Set the export destination folder or notebook.
7. Save your integration settings.

Exporting Existing Submissions

• Manual Re-Send: To export PDFs from prior submissions or submissions that did not succeed, go to the Submissions page, find the form and submission you need, and use the "Copy to Integration" function to send its PDF to your cloud folder.

Due to rate limits imposed by integration providers, it is strongly recommended to only re-send one page of submissions at a time using the Copy to Integration button. Attempting to export multiple submissions simultaneously may result in failed transfers or errors with the integration.