Exporting a form to PDF

What it is

Every closed form in Verinode, a self-audit you ran yourself, a review, or a survey you sent to someone outside your company, can be turned into a branded PDF with one click. The PDF is a permanent, portable record: your company name or logo at the top, the questions and answers laid out in order, a pass-rate badge when the form is scored, and a signature line when one was captured. It is meant to leave the platform, attached to an email, dropped in a compliance folder, handed to an insurance carrier, or filed for an internal review, so it needs to stand on its own without anyone logging into Verinode to make sense of it.

Verinode builds the PDF from the answers already sitting in the form. It does not add commentary, scoring opinions, or recommendations, it renders what was recorded, formatted for reading on paper.

Where to find it

Open Forms from the sidebar (/forms). The page has three tabs: Surveys, Audits, Reviews. The Export PDF button appears in two places, depending on which kind of form you are looking at:

• Self-audits and reviews. Open one from the Audits or Reviews tab. Once you finish and submit it, the page switches from the question form to a completion summary headed "Audit complete." An Export PDF button sits in that summary, next to the note "Branded with your company name and signature."
• External surveys. Open one from the Surveys tab to bring up its detail panel, then switch to the Results tab. If the survey is closed and has at least one response, an Export PDF button appears in the panel's footer, alongside Export CSV.

Clicking Export PDF opens the file in a new browser tab and downloads it as a PDF named after the form's title (for example, a form titled "Vendor Satisfaction Q3" downloads as vendor-satisfaction-q3.pdf).

The three export modes

Verinode picks the right mode automatically, you never choose it yourself. The choice is based on how many people completed the form:

• Self-audit. Any audit or review you ran on yourself always exports as a single-respondent document. There is only ever one completion on record for a self-audit, so this is the only mode it can produce.
• Single external respondent. An external survey with exactly one completed response exports the same way, one document, one set of answers, one respondent's name and completion time.
• Aggregate across respondents. An external survey with more than one completed response exports as a single document that summarizes every respondent's answers per question, rather than picking one person's answers to show.

What's on every page

Every export shares the same layout, whichever mode produced it:

• Header band. If you've uploaded a company logo (in Settings, under Identity & Branding), it appears at the top left with your company name and the eyebrow label "AUDIT & FORM RECORD" beside it. If no logo is on file, the band shows the Verinode IQ wordmark instead, and your company name moves down into the meta line under the title so the document still identifies who it belongs to.
• Title. The form's title, exactly as named when it was created.
• Meta line. A row of details separated by dots: the subject label for this export (see below), the completion date and time written out in full (for example, "July 13, 2026, 2:30 PM"), and, on single-respondent exports, "Run by [name]."
• Footer. A page number on every page, and the note "Generated by Verinode IQ on [date]" in the corner.

The subject label in the meta line changes with the mode:

| Mode | Subject label reads | |---|---| | Self-audit | "Self-audit" | | Single external respondent | "Response" (or "Response · [subject name]" if the form was scoped to a named subject, like a specific vendor or job) | | Aggregate | "[N] responses" (or "[N] responses · [subject name]") |

Pass-rate badge

If the form has scoring configured, a percentage badge appears under the meta line on single-respondent exports: for example, "87% completed". If the form has a target pass rate set, the badge adds it and states whether the respondent cleared it: "87% completed · target 80% · passed" in green, or "below target" in red if the respondent came in under it. Forms with no scoring configured, and any descriptive or feedback-style form, show no badge at all.

Questions and answers

Below the header, every question appears in order, grouped under its section heading if the form has sections, with a hairline rule under each section title. Each question shows its position number and label, any help text in italics underneath, and then the answer.

On single-respondent exports, the answer is formatted for its question type:

• A rating question shows "4 / 5."
• A pass/fail scored question shows the value, its threshold, and the result: "18 (pass at 15, Pass)."
• A checkbox reads "Confirmed" or "Not confirmed."
• A yes/no question shows the option chosen.
• A signature question shows the signer's name and the date they signed.
• A question left blank shows "Not answered."

On aggregate exports, each question shows a summary line built across every respondent instead of one person's answer:

• Ratings summarize as an average plus a star breakdown, for example "Avg 4.2 / 5 across 5 responses · 5★ × 2, 4★ × 2, 3★ × 1."
• Yes/no questions summarize as counts per option, for example "Yes × 4 · No × 1."
• Scored questions summarize as an average, the range, and how many cleared the threshold, for example "Avg 92.0 (range 80–100) across 5 responses · 4 of 5 pass at 80."
• Checkboxes summarize as "Confirmed by 4 of 5."
• Signatures summarize as "Signed by 3 of 5."
• Open-text answers list every response, numbered, joined together (truncated with an ellipsis if the combined text runs long).
• A question nobody answered reads "No response."

Signature block

A single-respondent export of a self-audit, or any external form that requires a signature, ends with a SIGNED block above the footer: the signer's role and name (if a role was configured for the form), the exact date and time they signed, and a signature line captioned "Operator on record." If no signature was captured, it reads "Not signed."

The signature block never appears on aggregate exports. There is no single signer for a form completed by several different people, so aggregate documents end with the last question's summary and go straight to the footer.

1. 1Open Forms from the sidebar and go to the Surveys, Audits, or Reviews tab.
2. 2Open the form you want to export. It must be closed with at least one completed response, forms still collecting responses have no export option.
3. 3For a self-audit or review, find the Export PDF button on the "Audit complete" summary. For an external survey, switch to the Results tab and find Export PDF in the panel footer.
4. 4Click it. The PDF opens in a new tab and downloads with the form's title as the filename.

Requirements and what stops it

Export PDF needs two things to be true: the form is closed, and at least one person completed it. If either is missing, there's nothing to export yet, no button appears. This is a deliberate gate, not a bug: a form that's still collecting responses would produce an incomplete, misleading document.

Related reading

• Forwarding documents
• Clients and carriers
• The decision workspace
• How benchmarks work