Download a Processed Form

Creation date: 6/10/2026 1:38 PM    Updated: 6/10/2026 1:42 PM

Overview

This article helps you download a processed form file. You may need this when you want a local copy of the analyzed source document.

Before you begin

  • You need a form with the status ✓ Processed.

Steps

  1. Click Config.
  2. Click Intelligence.
  3. Click Knowledge Base.
  4. Click Forms.
  5. Find the processed form you want to download.
  6. Click Download.

Troubleshooting

  • If Download is not available, then wait until the form status changes to ✓ Processed.
  • If no file opens, then allow pop-ups for your browser session if required.
Onboarding, setup, org-level config