This article is for Disclosers and provides guidance on how to export your questionnaire response from the CDP Portal.
Contents:
- Overview
- How to export your questionnaire
Overview
Once you have set up your questionnaire, activate your questionnaire as an organization, city or state and region, you can export your response to Word for drafting and collaboration.
Disclosers can choose to download the entire questionnaire or select sections only.
Please note, that it is recommended to be used online only as it can be a long document (up to 2000 pages).
Please note, you cannot import the Word export into the Portal.
Important: Word exports will now generate a download that only includes your organisation’s response data. This means that unchecked options, unanswered questions and unselected answers will not be shown.
Word exports are now also available for translation in CDPs supported languages.
How to export your questionnaire
To export to the questionnaire:
1. Sign in to your Portal and navigate your questionnaire
2. Select Export icon on the top right corner > Choose the export format > Word > Click Continue
3. Disclosers can decide either to export the entire document, or an individual section of the questionnaire, e.g., C.01 Governance.
Choose one from these options: entire document, by section > Click Export
Please note that the Word document ONLY shows answered questions and users are now able to use this for printing and sign off. You cannot import a Word document into the Portal.
To open and update table of contents in Questionnaire Word export
1. Download Word export from the questionnaire
Go to questionnaire in portal and click on the Download button
Click on Continue
To export the entire questionnaire, select Export entire questionnaire, or Export by section if you only want a portion of the questionnaire.
Click Export
2. Opening the document for the first time
You should see this message below, click on Yes
You should then see the following message, select Update page numbers only, and then OK
The document should now open with the page numbers updated in the table of contents. Please save the document now.
If the contents have not updated. Right click over the table of Contents, and select Update Field
You will now see this popup. Select Update page numbers only.
The Table of Contents should now update. Please save the document.
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