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Export responses from Information Requests

May 13, 2026

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Article applies to:

ShareFile Employee users

You can export all Information Request responses for offline review, analysis, or recordkeeping. Exports include metadata such as timestamps, respondent names, and all field-level answers.

To export a response from an Information Request:

Navigate to the Information Requests tab in your project.
Open the completed (or active) request.
Select Export Responses -> CSV Format from the toolbar.
Wait for the export to generate.
Download the file to your local system.

Information Request 6

Included in export

Request name and ID
Field names (in order of appearance)
Each respondent’s entries
Submission timestamps

Notes:

Export is available once at least one response has been submitted.

CSV files can be opened in Excel, Sheets, or imported into analytics tools.

Conditional logic affects exported columns — hidden or skipped questions appear as blank cells.

If multiple versions of the form are active, each version is exported separately.

Creating and assigning information requests on the service provider side is available in the Projects folder for the specific client under the Information requests tab.

Navigate to Projects in your ShareFile account.
Select an existing project or select Create Projects. For these instructions, we selected an existing project.
Select Create an information request then Blank request from the dropdown.

The Create Information request popup displays.
In the Name field, type in a name for the request.
In the Description field, you can provide an optional description for the request.
Select a Due date from the dropdown calendar.
Select Create.

You are then redirected to the Information Request builder dashboard.
Select from the following fields to build out the request for specific information.
- Checkboxes - Use this field type to create lists of possible items for recipients to select from. Options include:
  - Question or Label for the Checkbox created.
  - Required checkbox to require the recipient to complete the requested information.
  - Hint text to assist in the defining of checkboxes.
  - Options allow you to name each of the checkboxes for more details.
  - Options Layout to choose either Horizontal or Vertical display.
- Date - Use this to require a date for when the information request was completed.
- Long answer (multi-line) - Use this field to allow the user to add as much information as need for the request. Options include:
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
- Multiple choice - Use this field to allow the user to select between several options offered.
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
  - Options allow you to name each of the multiple choice items.
  - Options Layout to choose either Horizontal or Vertical display.
- Number - Use this field to allow the user to add a number. For example, the number of bedrooms in a real estate listing.
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
- Short answer (single-line) - Use this field to answer a single question. Options include:
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
- File Upload - Use this to upload information including documents, photos, and other requested information.
Select Phone Number to provide your clients or prospective clients with an option to add their phone number or contact information.
- Required checkbox to require the recipient to complete the requested information.
- Question or Label for the field created.
- Hint text to assist your client user in understanding what kind of information is being requested.
Select Currency to provide your clients or prospective clients with an option to select their respective currency.
- Required checkbox to require the recipient to complete the requested information.
- Question or Label for the field created.
- Hint text to assist your client user in understanding what kind of information is being requested.
- Currency Type Field which will allow users to select their respective currency based on their country where their business is located.
Select from Display and Layouts to select a structural element to place in your form including conditions.
- Display text - Use this field to enter a title or provide other information to assist the recipient in providing as much detailed information as required.
  - Display text enter the text to assist the recipient.
  - Text size select from *Small, Medium, or Large.
- Section - Use this to add sections to your request that can also contain conditions. For more information on creating conditional items in an Information request, see Creating a conditional request
Once you have completed the Build section, select Settings to review the field settings.
Select Preview to see how the request will look to the recipient.
Select Save.
Select X to go back to the project where the Information Request was initiated from.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Export responses from Information Requests

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Export responses from Information Requests

Included in export

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