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Download Individual PDF Forms

Workspace Participants may download individual PDF forms from within the Forms tab of the Manage My Workspace page. Downloading the PDF form allows you to view or edit the individual form, but it does not prevent other users from downloading and uploading the same form. You must Lock the form after downloading it if you wish to prevent other users from uploading another version of the form.

How to Download a Form

  1. In the Forms tab on the Manage My Workspace page, click the desired form’s Download link under the Actions column.

  2. The Participant will be prompted to “Lock” the form so that no other Participant may edit and upload the form. Clicking the Yes button will lock the form and log the activity under the Activity tab.

  3. The form is downloaded following the process and settings of your internet browser. Follow the prompts, if applicable, to download and save the document.

Read-Only Forms

For assurances and read-only forms that do not require data entry, clicking the Download link functions as your assurance and certification that you have read and will operate in accordance with all the requirements contained in the form. After clicking the Download link, the Form Status will change to Passed. You are not required to upload the form since no new data is added to the form.

Troubleshooting

If you are unable to download a form, one of the following issues may have occurred:

  • If the Download link is inactivated, check the Include in Package column to ensure that the form has been selected for inclusion in the application package.

  • If the form has been removed from the application package by the grantor before the Participant has refreshed the workspace, you will receive an alert message that will prevent you from accessing the form.

 

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