Knowing where you are, and exporting

On each collection’s row in «Flows» there are two signals already there: the state on the right — «Waiting for upload», «Upload in progress», «To validate», «Complete» — and, with the «Management» gear, the «Activation details» window, which answers the practical question: what has arrived, what’s missing, who’s stuck.

Inside the window

The sections are in a column on the left:

• «Information» — name, company, mode, and this request’s switches for validation, OTP, questions and comments;
• «Loading» — the «Summary» with «Total required» and the «Detail per participant», then the «Files», «Participants» and «Exclusions» tabs (the steps not to ask of everyone, or of someone);
• «Validation» — if on: totals, validators, actions;
• «Coordination», «Deadlines», «Q&A»;
• «Activity» — who uploaded, validated, added a participant, changed a setting. It’s the answer to “who removed that deadline?”. The same history opens from the «Activity history» icon next to «Created by », on the collection’s row.

In the «Participants» tab the actions are per person; in the «Validation» section, «Actions» tab, there are «Per-participant actions» and «Bulk actions»: chase, resend the invitation, «Send validation summary».

Taking it out

At the bottom of the left-hand column of the same window: «Download summary CSV» and «Receive summary email». The CSV has everything: information, statistics, participants, structure, files and state, questions and answers.

The actual files are downloaded instead from the row’s «Other actions» menu (three dots): «Export ZIP».

If you can’t find the export

You need the «Export dati» privilege; for the summary alone, «Visualizza riepiloghi» is enough — it’s what turns on the gear on the row.

Questions this guide answers

• how do I see what's missing in a collection
• how do I download a summary
• how do I send a summary by email
• where do I see the history of what happened