Who this is for: Anyone who has finished (or wants to snapshot) a QuickTurn questionnaire and needs to hand off the results. Time: Under a minute.
Downloads the questionnaire with AnswerPath's answers filled in, as either an Excel spreadsheet or a Word document.
On the questionnaire page, click the Export dropdown (top right).
Pick a format:
Excel (.xlsx) — best when the requester sent you a spreadsheet and wants it back in the same shape.
Word (.docx) — best when the requester wants a document they can paste into a proposal or send around.
AnswerPath prepares the file and your browser downloads it. You'll see "Export successful / Your questionnaire has been exported to [format]."
If you see "Export failed", check the error message, wait a moment, and try again.
Everything currently shown on the questionnaire — all questions and their current answers, regardless of status. So before you export:
Check the Pending and Failed filters for anything still blank.
Check the Needs Review filter for drafts you haven't looked at yet.
Check the Assigned filter for anything a teammate hasn't answered yet.
If you export with gaps, those gaps will show up in the file.
You don't have to wait until the questionnaire is 100% done to export. Some useful patterns:
Mid-review snapshot — export after AnswerPath finishes drafting, before your human review, to show a customer (or your manager) that a first pass is done.
Archival copy — export the final version for your records after delivery. If the questionnaire is ever referenced again, you'll have exactly what was sent.
Draft for subject-matter experts — export to Word and circulate for review among teammates who don't use AnswerPath directly.
Re-read before you send. Even after careful review, skim the exported file once before handing it over. Formatting sometimes looks different outside AnswerPath.
Don't rely on export to "remove" something. Deleting a question in your copy of the export doesn't change the questionnaire inside AnswerPath.
Watch for trailing whitespace and odd line breaks if the customer sent a finicky template. Excel exports match the original sheet structure best.
