Leadline DocsExport Submissions
Overview
This playbook covers all supported methods for exporting Submissions in Leadline. Submissions can be exported individually, in bulk, or as part of a Position Report. You must have the appropriate permissions to export Submissions.
→ See 112 - Submissions for full product knowledge on Submissions.
→ See 124 - User-Roles for more information on permissions.
Method 1 — Individual Export
- Open the Submission drawer and navigate to the Submission Response tab
- Click the "Export Submission" button to launch the Export Submission modal
- Use the checkboxes to select the metadata you want to include in the export
- Click "Export" to generate the file
Submissions can be exported in two formats:
| Format | Best For |
|---|---|
| Sharing a candidate's Submission with others via email | |
| CSV | Importing candidate and Submission information into another system |
Method 2 — Bulk Export
- Navigate to the Submissions tab within a Position in either Kanban or List view
- Use the checkboxes to select the Submissions you want to export
- Click the "Export Submissions" button from the bulk actions bar to launch the Export Submission modal
- Click "Export" to generate the files
Bulk exports are packaged as a zip file. Each Submission is stored in its own folder within the zip file.
→ See 701 - View-Submission for instructions on how to navigate to the Submissions tab and toggle between Kanban and List views.
Method 3 — Export via Position Report
If you want to export all Submissions for a Position for reporting purposes, use the "Export Report" button from the Positions page rather than the individual or bulk export options. This method is best for extracting high-level Submission data across an entire Position.
→ See 122 - Position-Reports for information about what data is included with each report and file produced using the Export Position Report modal. → See 409 - Export-Position-Report for step-by-step instructions on exporting Submissions via a Position Report.
Quick Reference
| Method | Best For | Output |
|---|---|---|
| Individual Export | Exporting a single candidate's Submission | PDF or CSV |
| Bulk Export | Exporting a fixed selection of Submissions at once | Zip file containing individual folders per Submission |
| Position Report Export | Exporting all Submissions for an entire Position for reporting | Report file |
Related Topics
112 - Submissions — Full product knowledge for Submissions 111 - Positions — Understand how Submissions connect to Positions 122 - Position-Reports — Learn about what data is included in Position Report exports 409 - Export-Position-Report — Instructions for exporting Submissions via a Position Report 701 - View-Submission — Instructions for navigating to the Submissions tab and toggling views 124 - User-Roles — Learn more aout user permissions for exporting Submissions 101 - Platform-Links — Direct link to the Positions page and Submissions tab