Print Packets – Foundant Technologies

Print packets are an efficient way of exporting form information into a PDF. There are multiple points in your site where you can turn a form (or multiple forms in batch) into a PDF. The data contained in a print packet can be specified for each type of user (administrator, applicant, and staff evaluator/board member), though limitations do exist. To see what the print packets look like for different user roles in your site, you may proxy in as another user with the correct role and download the print packet.

The file name structure for print packets in your site can be customized. Reach out to Support (support@foundant.com) to make this customization. The file name structure can include the following:

Applicant Name
Organization Name
Process Name (Universe/Opportunity Name for the Universal Application feature)
Project Name
Date Generated
Additional characters or text

Download Print Packets as an Administrator

Administrators can access all kinds of print packets, individually or in batch.

Download Individual Print Packets

When viewing a completed form, click the form packet button to download a PDF of that form. By default, the downloaded PDF will have applicant and organization information (GLM only) on the first page, form questions and responses on the middle pages, and any file attachments from the form at the end.
- You may also click Question List to download a PDF with the questions from the form (this will not include any answers or applicant information).
From any workload page, click the PDF icon to download the individual print packet for that form, in that request. For example, if you are on the Application Submitted workload page, the PDF icon will download the application packet.
From the Evaluation Summary page, click Print Evaluation Summary to download a PDF of the evaluation responses for that request.
From the Process Manager, when editing or previewing a form, click Question List to download a PDF with the questions from that form.
From the Organization Summary page (GLM only), click Print Organization Packet to download a PDF containing information about that organization.

Batch Download Print Packets

Print packets for forms that applicants completed can be batch downloaded from the applicable workload pages. This means that the batch print packet option is only available in the Qualification, LOI, Application, and Follow Up workload pages.

Navigate to the appropriate workload page.
Check the box next to each request for which you'd like to download print packets.
Click Batch Options.
You have several options for batch downloading print packets. The print packet that downloads will be specific to the workload page you are in. For example, if you are on the Application Complete workload page, you will download the application packet.
- Click PDF Print Packets to download a single PDF with the information from all selected requests, separated by a page break.
- Click Zip Print Packets to download a zipped folder with individual PDFs for each selected request.
- Click PDF Evaluator Packets to download a single PDF with the information from all selected requests, separated by a page break. For each request, this will only include information that is visible to evaluators (it will not include questions marked with applicant or administrator visibility).
  - The Evaluator Packet options are designed for you as an administrator to download print packets to provide to your evaluators.
- Click Zip Evaluator Packets to download a zipped folder with individual PDFs for each selected request, only including information that is visible to evaluators.

Download Print Packets as an Applicant

Applicants can access the question list packet and any form packet that they have worked on.

When previewing, viewing, or editing a form, an applicant can click Question List to download a PDF of all questions on that form.
When previewing, viewing, or editing a form that has been assigned to them, an applicant can click the form packet button to download the print packet for that form. By default, this print packet will include their information, the organization information (GLM only), the form questions and their answers, and any file attachments.

Download Print Packets as an Evaluator

For the evaluation process, reviewers can download print packets for the evaluation form and the forms that the applicant filled out.

From the evaluation, click Evaluation Packet to download a PDF of the evaluation form. By default, this contains the applicant and organization (GLM only) information, evaluation form questions and responses, and any files uploaded to the evaluation form.
From the evaluation, click the form packet button to download a PDF of the form completed by the applicant.
From the Dashboard, click the PDF icon next to a request to download the evaluation packet for that specific request.

If you have questions about how to access or use print packets, please contact Support (support@foundant.com).

If you're interested in custom print packets, visit Foundant's Custom Print Packets Page.